Job Title

Sr. Product Manager

Location

Irvine, CA - 4 days a week onsite

Length

6-10 months

Interviews

1st virtual, 2nd possible in-person

Top Skills Required

Portfolio Management, Wealth Management, someone who has done support before/ Program ManagementFlair for tech like AI (beyond just prompting), cloud (basic AWS cloud stuff), data experience (SQL – write basic queries)

Requirements Provided

Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operationsExperience supporting HNW/UHNW or private wealth businesses

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

Hands-on experience with SQL, Excel, BI, analytics, or data exploration tools

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

Experience with rapid prototyping using AI, low-code, no-code, or design tools

Understanding of AI-first SDLC practices and responsible AI considerations

Partner with business, design, architecture, engineering, data, QA, and operations teams

Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readiness

Strong stakeholder management and executive communication skills

Ability to manage milestones, dependencies, risks, issues, and cross-team coordination

Experience working in an onshore-offshore delivery model across multiple time zones

Ability to provide strong domain context and clear direction to engineering teams

8+ years of product management, product ownership, consulting, or business analysis experience

5+ years of relevant wealth management or financial services experience

Skills: cloud,wealth,data,teams,clear,management,basic

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