Senior Product Manager (Wealth Management)

Location: 4 days on-site in Irvine, CA. (This is a hard requirement).

Requirements Provided: Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operations

• .
  Experience supporting HNW/UHNW or private wealth businesse
• s.Own product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release plannin
• g.Translate business needs into clear product capabilities, workflows, and delivery requirement
• s.Work directly with client, household, account, position, transaction, cash flow, performance, and activity dat
• a.Hands-on experience with SQL, Excel, BI, analytics, or data exploration tool
• s.Identify and shape AI and generative AI use cases for advisors, clients, operations, and service team
• s.Use AI tools for discovery, requirements, analysis, prototyping, testing, and documentatio
• n.Experience with rapid prototyping using AI, low-code, no-code, or design too
• lsUnderstanding of AI-first SDLC practices and responsible AI consideratio
• nsPartner with business, design, architecture, engineering, data, QA, and operations team
• s.Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readines
• s.Strong stakeholder management and executive communication skill
• s.Ability to manage milestones, dependencies, risks, issues, and cross-team coordinatio
• n.Experience working in an onshore-offshore delivery model across multiple time zone
• s.Ability to provide strong domain context and clear direction to engineering team
• s.8 plus years of product management, product ownership, consulting, or business analysis experienc
• e.5 plus years of relevant wealth management or financial services experienc
• e.Domain expertise is the most critical requirement for this rol

e.Top 3 Skills Require

• ntWealth Manageme
• ntSomeone who has done support before/ Program Managemen
• t.Flair for tech like AI (beyond just prompting), cloud (basic AWS cloud stuff), data experience (SQL – write basic queries

).Industry Experience : Financial Services - Wealth Management experienc