Founding Product Manager, AI-Driven Wealth Tech (0→1)

Cerity Partners

Los Angeles (CA)

On-site

USD 150,000 - 200,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental leave

Education assistance

Commuter benefits

Job summary

Cerit y Partners invites a founding Product Manager to join the Innovation Team, shaping the future of wealth tech. You will own 0-to-1 product delivery, partner with the CTO and senior leadership, and run multi-domain initiatives spanning data, Salesforce, and internal tooling.

Your work will scale solutions for thousands of clients and inform architecture and business strategy. You will drive agile processes, define clear requirements, and ensure timely releases while maintaining a strong

Qualifications

7+ years of experience as a Product Owner or Product Manager in a technology environment.
Salesforce familiarity is required - understanding of Salesforce customization, development processes, and integration capabilities
Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations
Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes
Strong experience with Agile methodologies and sprint management practices.
Experience working with cross-functional teams including data engineering, software development, and business operations
Demonstrated ability to translate business requirements into technical specifications and user stories
Demonstrated ability to operate in ambiguity and building 0-to-1 products from first principles rather than established processes.
Excellent stakeholder management skills with experience presenting to senior leadership
Strong analytical and problem-solving skills with acute attention to detail
Experience with project management and collaboration tools (familiarity with Asana and Confluence a plus)
Exceptional communication and organizational skills with ability to manage multiple competing priorities
Proven ability to work independently while collaborating effectively with geographically distributed teams
Growth mindset with willingness to learn new technologies and adapt to evolving business needs

Responsibilities

Strategic Collaboration: Work directly with the CTO and senior leadership to develop and maintain technology roadmaps that align with business objectives and strategic initiatives.
Sprint Management: Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.
Stakeholder Alignment: Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.
Cross-Functional Project Leadership: Manage and coordinate projects that span multiple technology domains including data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development.
Backlog Management: Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment, ensuring development teams always have clear priorities.
Requirements Refinement: Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.
Release Coordination: Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.
Process Optimization: Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.
Quality Assurance: Collaborate with development teams to define acceptance criteria and ensure delivered solutions meet business requirements and quality standards.
Stakeholder Communication: Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones.