Unknown Company

Wealth Management PM Lead — AI, Data & Advisory

irvine, ca • Posted 2 weeks ago
Onsite Full Time Product Management

Pinnacle Group, Inc. is seeking a senior product leader to drive wealth management initiatives, with a focus on client and advisor experiences, CRM, financial planning, and portfolio workflows.

You will translate business needs into product capabilities, own the roadmap and backlog, and collaborate with design, engineering, data, and operations to deliver AI-enabled solutions for advisors and clients in a fast-paced, on-site Irvine environment.

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Wealth Management PM Lead — AI, Data & Advisory in irvine at Unknown Company

This position is listed as full time and onsite.

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