Senior Product Manager (Wealth Management)
About The Position
Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strategy, consulting, and customer experience with agile engineering and problem-solving creativity. United by our core values and our purpose of helping people thrive in the brave pursuit of next, our 20,000+ people in 53 offices around the world combine experience across technology, data sciences, consulting, and customer obsession to accelerate our clients’ businesses through designing the products and services their customers truly value. We are looking for a domain-strong Wealth Management Product Manager to lead advisor-centric platform initiatives across onboarding, servicing, portfolio reporting, data integrations, and AI-enabled capabilities. This role sits at the intersection of wealth strategy, technology, and execution, partnering closely with engineering, data, UX, and senior stakeholders.
Requirements
- 8+ years of experience in Wealth Management
- Hands-on exposure to advisor platforms, CRM, portals, custodians and wealth reporting
- Proven Product Manager / Product Owner experience on complex platforms
- Strong working knowledge of Agile delivery
- Technically fluent in APIs, data platforms, and cloud concepts (AWS preferred)
- Practical exposure to GenAI / AI-enabled workflows in enterprise settings
- Strong communication, structured thinking, and executive presence
Nice To Haves
- Experience with OAS, TAMPs, or platform-based wealth models
- Consulting background or large transformation experience
- Exposure to AI agents or advisor productivity tools
- Experience in digital transformation initiatives and enterprise product management.
- Knowledge of AI, machine learning, and automation in product development.
- Certifications in Product Management (e.g., CSPO, Pragmatic Institute, or similar).
- Experience in customer experience (CX) strategy and omnichannel product development.
- Strong understanding of cloud-based solutions and SaaS product management.
Responsibilities
- Own product vision and roadmap for Wealth Management platforms, including advisor workflows, client experiences, custodian integrations, and reporting
- Act as the wealth domain SME, with strong understanding of advisor-led models, households/accounts, UMA/SMAs, alternatives, and compliance needs
- Translate business priorities into clear epics, features, and user stories with strong acceptance criteria
- Drive delivery using Agile / Scrum / SAFe, balancing speed, scale, and risk
- Partner with engineering and data teams on APIs, data ingestion, reconciliation, and platform modernization
- Identify and prioritize AI / GenAI use cases (advisor copilots, insights, automation) with focus on adoption and business impact
- Communicate clearly with business and technology leaders, surface risks, dependencies, and trade-offs early
Benefits
- Access to ongoing learning and development opportunities.
- Competitive compensation and benefits package.
- Flexibility to support work-life balance.
- Comprehensive health benefits for you and your family.
- Generous paid leave and holidays.
- Wellness program and employee assistance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
