Key Responsibilities

Define and own product vision, roadmap, prioritization, and delivery outcomes aligned to business goals.
Translate business needs, regulatory requirements, and client insights into actionable product strategies.
Lead end-to-end product delivery, including discovery, requirements, backlog management, release planning, and post-launch evaluation.
Drive execution of initiatives across advisory platforms, Salesforce integrations, reporting, data quality, operational automation, and legacy modernization.
Collaborate with cross-functional teams (Technology, Operations, Compliance, Risk, Legal, Finance) to deliver high-quality solutions.
Manage stakeholder and vendor relationships, ensuring alignment, governance, and clear communication.
Lead, coach, and develop the product team while establishing consistent product management practices.
Ensure solutions meet regulatory, risk, and operational standards and support ongoing process and data improvements.

Required Qualifications

Bachelor's degree or equivalent experience.
7+ years in product management, financial services technology, or wealth management operations.
Prior people leadership experience managing a product team.
Strong knowledge of wealth management, investment operations, trust/custody, or related domains.
Proven ability to manage product roadmaps, prioritize initiatives, and deliver through cross-functional teams.
Experience navigating complex stakeholder environments with competing priorities.
Experience with Agile or structured delivery environments.

Preferred Qualifications

Experience with platforms such as Salesforce, Wealthscape, Schwab, trust accounting platforms, fiduciary/trust administration, 1031 exchange and GIPS reporting.
Knowledge of trust, custody, tax reporting, tax loss harvesting or investment advisory processes.
Experience with data, reporting automation, workflow optimization, or modernization initiatives.
Vendor management experience and relevant certifications preferred.

Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

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