Founding Product Manager, AI-Driven Wealth Platform (Hybrid)

Cerity Partners; New York (NY); Hybride; USD 150 000 - 200 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Résumé du poste

Cerity Partners is seeking a Product Manager to join the Innovation Team as a founding PM in New York City and other national locations. You will shape architecture, design, data, and product strategy for AI-enabled wealth management at scale.

Lead sprint planning, collaborate with senior leaders, and guide multi-domain projects from 0 to 1, delivering high-impact solutions to tens of thousands of clients.

Qualifications

• 7+ years of experience as a Product Owner or Product Manager in a technology environment.
• Salesforce platform familiarity and integration capabilities.
• Financial services industry experience in wealth management or related operations.
• Proven track record of managing complex, multi-domain technology projects with predictable delivery.
• Strong experience with Agile methodologies and sprint management practices.

Responsabilités

• Strategically collaborate with CTO and leadership to develop technology roadmaps.
• Lead sprint planning, refinement, and execution with a 10-person team.
• Translate business requirements into clear user stories and acceptance criteria.
• Coordinate cross-functional projects across data engineering, Salesforce customizations, and internal tooling.
• Maintain and prioritize the product backlog based on business value and dependencies.
• Refine requirements with stakeholders to ensure measurable outcomes.
• Coordinate release planning and communicate timelines to stakeholders.
• Continuously improve agile processes to enhance productivity and predictability.
• Define acceptance criteria with QA and ensure solutions meet requirements.
• Provide regular updates to leadership on progress and milestones.

Connaissances

Product management

Agile methodologies

Sprint planning

Stakeholder management

Cross-functional collaboration

Requirements analysis

Ambiguity handling

Independent work

Outils

Salesforce

Asana

Confluence

Description du poste

Cerity Partners is seeking a Product Manager to join the Innovation Team as a founding PM in New York City and other national locations. You will shape architecture, design, data, and product strategy for AI-enabled wealth management at scale.

Lead sprint planning, collaborate with senior leaders, and guide multi-domain projects from 0 to 1, delivering high-impact solutions to tens of thousands of clients.