Senior Product Manager - Wealth Management

Position Overview

We are seeking a Senior Product Manager based in Irvine, CA, to work onsite four days per week on a 6 to 10 month contract engagement. The role requires leading the full product lifecycle within the wealth management domain while collaborating closely with diverse teams.

Key Responsibilities

• Define and own the product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release schedules.
• Translate business requirements into clear product features, workflows, and delivery guidelines.
• Handle data spanning client, household, account, position, transaction, cash flow, performance, and activity records.
• Identify and develop AI and generative AI applications that enhance advisor, client, operations, and service team processes.
• Leverage AI tools to support discovery, requirements gathering, analysis, prototyping, testing, and documentation.
• Utilize rapid prototyping methods including AI, low-code, no-code, and design platforms.
• Advocate AI-first software development lifecycle practices and ensure responsible AI use.
• Lead collaboration with business stakeholders, design, architecture, engineering, data, QA, and operations personnel.
• Conduct workshops, backlog refinement, sprint planning, demos, user acceptance testing, and assure release readiness.
• Manage milestones, dependencies, risks, issues, and coordinate cross-team activities effectively.
• Work within onshore-offshore delivery models involving multiple time zones.
• Maintain strong stakeholder relations and deliver clear communications to executives.
• Provide domain expertise and clear direction to engineering teams.

Required Experience and Skills

• At least 8 years in product management, product ownership, consulting, or business analysis roles.
• Minimum 5 years of direct experience in wealth management or financial services.
• Deep knowledge of wealth management including client/advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office functions.
• Experience supporting high net worth (HNW) and ultra-high net worth (UHNW) or private wealth businesses.
• Hands-on proficiency with SQL for querying data and familiarity with Excel, BI, analytics, or data exploration tools.
• Basic understanding of cloud technologies, specifically AWS.
• Experience leveraging AI beyond basic prompting, with knowledge of AI-first SDLC and ethical AI considerations.
• Demonstrated skills in program management and portfolio management within a wealth domain context.

Additional Details

Interview process includes an initial virtual round, followed by a potential in-person interview. The role involves working onsite in Irvine, CA for four days weekly. Candidates will collaborate extensively with cross-functional teams in an onshore-offshore model.