Senior Product Manager (Wealth Management)

Qualifications

• 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.
• Able to operate across strategy, product, technology, data, and execution.
• Strong communication skills, structured thinking, and executive presence.

Nice to Have Experience

• 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.

Additional Information

• PAY RANGE $164,000-$245,000
• SET YOURSELF APART 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.

Company Description

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.