Senior Product Manager

Savant • Chicago, IL

8d • $130,000 - $195,000 • Remote

About The Position

Help Build the Future of Wealth Management Technology At Savant, we're investing heavily in the next generation of advisor and client technology experiences through WiseOS, our evolving enterprise platform designed to connect data, workflows, intelligence, and advisor experiences across the firm. As a Senior Product Manager, you'll have the rare opportunity to join a growing Product organization at an exciting stage of its journey, helping shape products from the ground up rather than simply maintaining existing solutions. This role is ideal for an experienced Product Manager who thrives in ambiguity, enjoys bringing strategic vision to life, and has successfully partnered across technology and business teams to deliver impactful solutions. We're especially interested in professionals who understand the unique complexities of the wealth management ecosystem and have experience integrating platforms, data, and workflows across the RIA or Wealth Tech landscape. If you're energized by building meaningful products, influencing technology strategy, collaborating with talented colleagues, and creating exceptional user experiences that make a real impact, we'd love to connect with you.

Requirements

• Bachelor's degree in Business, Technology, Information Systems, Computer Science, Finance, or a related field
• 5+ years of Product Management, Product Ownership, Business Analysis, or related product leadership experience
• Prior experience working within an RIA, broker-dealer, WealthTech provider, or financial services technology organization
• Experience owning a product roadmap and driving initiatives with minimal oversight
• Background within Wealth Management, Investment Management, Financial Services, FinTech, WealthTech, or a related industry
• Proven ability to translate business goals into scalable technology solutions
• Experience partnering closely with software engineering teams throughout the development lifecycle
• Strong stakeholder-management, communication, and relationship-building skills
• Demonstrated ability to prioritize competing requests, navigate ambiguity, and make thoughtful product decisions
• Experience gathering requirements, defining user stories, and supporting product delivery from concept through launch

Nice To Haves

• Experience with advisor technology ecosystems, including CRM, portfolio management, financial planning, reporting, and client-facing platforms
• Platform integration experience involving APIs, data exchange, and connected systems
• Experience supporting enterprise platform modernization efforts
• Exposure to AI-enabled products, workflows, or product-development practices
• Experience building new products or platforms rather than exclusively enhancing mature products
• Familiarity with solutions such as Salesforce, Tamarac, Orion, Envestnet, Addepar, eMoney, or similar WealthTech platforms

Responsibilities

• Own and drive the product vision, roadmap, and priorities for a key product vertical within Savant's evolving technology ecosystem
• Partner closely with engineering, business stakeholders, advisors, operations teams, and executive leadership to transform strategic goals into scalable solutions
• Help shape the future of WiseOS through platform development, workflow optimization, and user-centered product design
• Lead product discovery efforts, gather stakeholder feedback, and identify opportunities to improve advisor and client experiences
• Translate complex business needs into actionable requirements, user stories, and product enhancements
• Drive product execution throughout the development lifecycle, including planning, prioritization, testing, release management, and adoption efforts
• Collaborate across multiple product areas to ensure an integrated and seamless technology experience
• Support platform integrations and API-driven solutions across financial planning, CRM, portfolio management, reporting, and other core WealthTech systems
• Leverage emerging technologies, including AI-enabled solutions, to improve operational efficiency and create differentiated user experiences
• Influence product strategy while balancing user needs, business priorities, technical considerations, and regulatory requirements

Benefits

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage
• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• Eligibility for Team Savant incentive opportunities based on firm performance
• Generous paid time off plus at least 10 paid holidays
• Annual "Savantiversary" day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support
• Employee Assistance Program (EAP)
• Wellness reimbursements
• Flexible "Dress for Your Day" approach

What This Job Offers

• Job Type: Full-time
• Career Level: Senior