Senior Product Manager

Mission Wealth Management LP•Santa Barbara, CA

10d•$198,500 - $218,500•Onsite

About The Position

Mission Wealth is seeking a growth-minded Senior Product Manager to join their award-winning team. This role focuses on shaping and delivering the technology roadmap for advisors and client-facing teams, specifically concentrating on tools, workflows, and AI-enabled solutions to increase advisor capacity, reduce manual work, and enhance the employee and client experience. The Senior Product Manager will collaborate with various departments, including Advisor teams, Operations, Technology, Data, Compliance, and external vendors, to translate business needs into clear priorities, scalable solutions, and well-adopted processes. Mission Wealth has been providing 360-degree wealth management services to affluent families since 2000, emphasizing a dynamic planning process for client confidence and financial future.

Requirements

Bachelor’s degree in Business, Operations, Information Systems, Finance or a related field, or equivalent professional experience
7+ years of proven experience in product management, advisor technology, business systems, financial services technology, process improvement or a related role
Experience working with advisors, client service teams or business users to improve workflows and technology adoption
Strong understanding of how technology can improve capacity, reduce administrative burden and support scalable growth
Experience with AI-enabled tools, automation, CRM platforms, workflow tools, reporting tools and knowledge-management systems
Ability to gather requirements, prioritize competing needs and turn ambiguous ideas into clear deliverables
Strong written and verbal communication skills required
Excellent attention to detail, multi-tasking and time management skills

Nice To Haves

Experience in wealth management, RIAs, or financial services very strongly preferred
Familiarity with Salesforce, Microsoft 365/Copilot, ChatGPT Enterprise, Claude, AI notetakers, advisor workflow tools, custodial platforms, DocuSign, Feathery, Tableau or similar systems preferred

Responsibilities

Work with a high-performing and growth-oriented Technology team
Partner with advisors and client-facing teams to understand how work gets done and where technology can improve capacity
Own and maintain product roadmaps for advisor technology, workflow automation and AI-enabled productivity tools
Gather requirements, document workflows and translate business needs into clear priorities and deliverables
Identify opportunities to reduce manual work, streamline handoffs, improve data quality and create more time for advisors to spend with clients
Help evaluate, implement and improve tools that support advisor productivity, client service, CRM workflows, meeting preparation, follow-up, reporting, onboarding and knowledge access
Partner with Compliance, Data and IT security to ensure AI and technology solutions are used responsibly and in alignment with firm standards
Coordinate with vendors and internal teams on enhancements, integrations, testing, training and rollout
Support adoption through clear communication, user guides, training materials and feedback loops
Measure success through advisor adoption, time savings, improved workflow consistency, reduced friction and better visibility into client-facing work
Speak your mind, have your voice heard, innovate and streamline existing processes
Grow yourself personally and professionally with the support of your team