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Skills

portfolio
wealth
sql

Summary

Title: Sr. Product Manager Location: Irvine, CA - 4 days a week onsite Duration: Long Term Contract

NOTE :: Need Local candidate only

Top Skills Required:

Portfolio Management.
Wealth Management.
Someone who has done support before/ Program Management.
Flair for tech like AI (beyond just prompting), cloud (basic aws cloud stuff), data experience (SQL write basic queries).

Requirements Provided:

Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operations.
Experience supporting HNW/UHNW or private wealth businesses.
Own product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning.
Translate business needs into clear product capabilities, workflows, and delivery requirements. Work directly with client, household, account, position, transaction, cash flow, performance, and activity data
Hands-on experience with SQL, Excel, BI, analytics, or data exploration tools
Identify and shape AI and generative AI use cases for advisors, clients, operations, and service teams.
Use AI tools for discovery, requirements, analysis, prototyping, testing, and documentation.
Experience with rapid prototyping using AI, low-code, no-code, or design tools.
Understanding of AI-first SDLC practices and responsible AI considerations
Partner with business, design, architecture, engineering, data, QA, and operations teams
Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readiness
Strong stakeholder management and executive communication skills
Ability to manage milestones, dependencies, risks, issues, and cross-team coordination
Experience working in an onshore-offshore delivery model across multiple time zones
Ability to provide strong domain context and clear direction to engineering teams
8+ years of product management, product ownership, consulting, or business analysis experience
5+ years of relevant wealth management or financial services experience.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 91135807
Position Id: 9030182
Posted 1 day ago

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Atulit Tripathi

Recruiter @ IBOTIX US Inc.

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Sr. Product Manager

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Atulit Tripathi

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