Lead Wealth Tech Product Manager (AI-First)

Publicis Groupe; Irvine (CA); On-site; USD 164,000 - 245,000; Full time

Benefits offered by this job

Comprehensive health benefits

Flexible work options

Generous paid leave

Learning & development opportunities

Job summary

Publicis Sapient in Irvine, CA seeks a seasoned Product Management leader with Wealth Management domain expertise to shape and deliver modern advisor/client platforms. This role spans onboarding, servicing, reporting, integrations, workflows, and AI-enabled capabilities, collaborating with executives and cross-functional teams to drive execution.

The ideal candidate combines strategic thinking with hands-on delivery, embracing AI-first approaches and evolving with rapid tech changes in a dynamic

Qualifications

• 8+ years of experience in Wealth Management, Financial Services, or related PM roles.
• Strong experience with advisor platforms, client portals, onboarding, and wealth reporting ecosystems.
• Proven experience delivering complex enterprise platforms in Agile / Scrum environments.
• Strong understanding of APIs, data platforms, integrations, and cloud concepts (AWS preferred).
• Practical experience using GenAI / AI-enabled workflows within product, delivery, or operational teams.
• Ability to operate across strategy, product, technology, data, and execution.
• Strong communication skills, structured thinking, and executive presence.

Responsibilities

• Own product vision, roadmap, and execution for Wealth Management platforms and advisor/client experiences.
• Act as a Wealth Management SME with understanding of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, and operations.
• Translate business needs into PRDs, user stories, workflows, journey maps, and clear product specifications.
• Partner with engineering and architecture on APIs, data models, and platform modernization initiatives.
• Drive AI adoption within the product and delivery lifecycle using AI-enabled tools.
• Leverage AI-assisted frameworks to accelerate documentation, workflows, and team productivity.
• Use data analysis and user insights to improve experiences and prioritize features.
• Adapt strategies to different client ecosystems and evolving AI capabilities.
• Communicate with stakeholders, manage risks and dependencies.

Skills

Wealth Management domain expertise

Product management

Agile / Scrum

APIs / data platforms

GenAI / AI-enabled workflows

Executive communication

Tools

Claude AI tools

VS Code

Copilot

Job description

Publicis Sapient in Irvine, CA seeks a seasoned Product Management leader with Wealth Management domain expertise to shape and deliver modern advisor/client platforms. This role spans onboarding, servicing, reporting, integrations, workflows, and AI-enabled capabilities, collaborating with executives and cross-functional teams to drive execution.

The ideal candidate combines strategic thinking with hands-on delivery, embracing AI-first approaches and evolving with rapid tech changes in a dynamic