Senior Product Manager (Wealth Management)
About The Position
Publicis Sapient is seeking a Product Management leader with strong Wealth Management domain expertise to operate at the intersection of business, product, technology, data, and AI. This role will be instrumental in shaping and delivering modern advisor and client platform experiences, encompassing onboarding, servicing, reporting, integrations, workflows, and AI-enabled capabilities. The ideal candidate will be both strategic and hands-on, comfortable engaging with executives while collaborating closely with engineering, data, UX, and operations teams to drive execution. We are looking for an individual who embraces modern AI-first ways of working and can guide teams in evolving alongside rapidly changing technology.
Requirements
- 8+ years of experience in Wealth Management, Financial Services, or related Product Management roles.
- Strong experience with advisor platforms, client portals, custodians, onboarding, servicing, and wealth reporting ecosystems.
- Proven experience delivering complex enterprise platforms in Agile / Scrum environments.
- Strong understanding of APIs, data platforms, integrations, and cloud concepts (AWS preferred).
- Practical experience using GenAI / AI-enabled workflows within product, delivery, or operational teams.
- Ability to operate across strategy, product, technology, data, and execution.
- Strong communication skills, structured thinking, and executive presence.
Nice To Haves
- Experience with Outsourced Advisory Solutions (OAS), TAMPs, or platform-based wealth models.
- Exposure to AI agents, workflow automation, or AI-first delivery models.
- Consulting or large-scale transformation experience.
- Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.
- 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, roadmap, and execution for Wealth Management platforms and advisor/client experiences.
- Act as a Wealth Management SME with strong understanding of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, alternatives, and operational processes.
- Translate business needs into PRDs, user stories, workflows, journey maps, and clear product specifications.
- Partner closely with engineering and architecture teams on APIs, integrations, data models, workflow orchestration, and platform modernization initiatives.
- Drive AI adoption within the product and delivery lifecycle, leveraging tools such as Claude, VS Code, Copilot, or similar AI-enabled platforms.
- Leverage modern AI-assisted frameworks (e.g., BMAD, SpecKit, or similar approaches) to accelerate documentation, workflows, product delivery, and team productivity.
- Use data analysis and user insights to improve experiences, simplify workflows, and support product prioritization decisions.
- Adapt product and AI strategies to different client ecosystems and help teams continuously evolve with emerging AI capabilities.
- Communicate effectively with business and technology stakeholders, proactively managing risks, dependencies, and trade-offs.
Benefits
- Competitive compensation and benefits package
- Access to ongoing learning and development opportunities
- 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
