Sr. Product Manager

About the role

This role is for a Senior Product Manager who will be based in Irvine, CA, working 4 days a week onsite. The position is expected to last 6-10 months and will involve interviews conducted virtually first, with possible in-person second.

Responsibilities

• Own product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning
• Translate business needs into clear product capabilities, workflows, and delivery requirements
• Work directly with client, household, account, position, transaction, cash flow, performance, and activity data
• Identify and shape AI and generative AI use cases for advisors, clients, operations, and service teams
• Use AI tools for discovery, requirements, analysis, prototyping, testing, and documentation
• Partner with business, design, architecture, engineering, data, QA, and operations teams
• Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readiness

Requirements

• Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operations
• Hands-on experience with SQL, Excel, BI, analytics, or data exploration tools
• Experience working in an onshore-offshore delivery model across multiple time zones
• Ability to manage milestones, dependencies, risks, issues, and cross-team coordination
• Strong stakeholder management and executive communication skills

Skills

• Portfolio Management
• Program Management
• Flair for tech like AI (beyond just prompting)
• Cloud (basic AWS cloud stuff)
• Data experience (SQL – write basic queries)
• Teams
• Clear
• Management
• Basic