Sr. Director, Product Management, UHNW Platform

Remote – US based candidates only, no visa sponsorship available.

About the role

This role will lead technical initiatives focused on scalable systems, platform reliability, and meaningful business transformation. You will work across engineering, product, operations, and business stakeholders to translate complex requirements into practical technology solutions. The position offers the opportunity to influence architecture, execution quality, and the technology capabilities that enable long-term growth within a regulated financial services environment.

Responsibilities

• Define the product vision and long-term roadmap for the Regis platform
• Translate business strategies and client needs into prioritized product direction
• Engage directly with stakeholders to understand workflows and identify improvement areas
• Design scalable workflows that enhance client and advisor experiences
• Lead product discovery to ensure relevant problems are addressed
• Manage a prioritized product roadmap while balancing various constraints
• Serve as a central point of alignment across multiple departments and external partners

Requirements

• 10+ years of experience in product management or related fields
• Experience with ultra-high-net-worth (UHNW) or family office environments
• Proven track record in leading complex, cross-functional platform initiatives
• Demonstrated ability to blend strategic planning with hands-on execution
• Strong analytical and problem-solving skills in ambiguous situations
• Excellent communicator with stakeholder management capabilities
• Bachelor's degree required

Pay

$150,000 – $200,000 annually

Benefits

• Company Paid Basic Life & AD&D Insurance
• Short-Term and Long-Term Disability Insurance paid by the company
• Multiple Cigna medical plan options and Kaiser medical plans available in California
• Health Savings Account (HSA) with company contributions for eligible plans
• Generous paid time off program including 14 paid holidays and a week off at Thanksgiving
• Paid Parental Leave up to 8 weeks
• Access to personalized financial planning from the company at preferred rates