Senior Product Manager

Savant-Wealth-Management-; Chicago (IL); On-site; USD 130,000 - 195,000; Full time

Benefits offered by this job

Fully remote with periodic travel

Job summary

Savant is seeking a Senior Product Manager to own the product vision and roadmap within WiseOS, shaping platform development and user-centered design for advisor and client experiences. You’ll work with engineering, business stakeholders, advisors, and executives to translate strategic goals into scalable solutions.

The role emphasizes discovery, requirements, and end-to-end execution across integrations and APIs in WealthTech, with remote work and periodic travel.

Qualifications

• Bachelor's degree in Business, Technology, Information Systems, Computer Science, Finance, or a related field.
• 5+ years of Product Management, Product Ownership, Business Analysis, or related product leadership experience.
• Experience within an RIA, broker-dealer, WealthTech provider, or financial services technology organization.
• Experience owning a product roadmap and driving initiatives with minimal oversight.
• Background in Wealth Management, Investment Management, Financial Services, FinTech, WealthTech, or related industry.
• Proven ability to translate business goals into scalable technology solutions.
• Experience partnering with software engineering teams throughout the development lifecycle.
• Strong stakeholder-management, communication, and relationship-building skills.
• Demonstrated ability to prioritize competing requests, navigate ambiguity, and make thoughtful product decisions.
• Experience gathering requirements, defining user stories, and supporting product delivery from concept through launch.

Responsibilities

• Own and drive the product vision, roadmap, and priorities for a key product vertical within Savant's evolving technology ecosystem.
• Partner with engineering, business stakeholders, advisors, operations teams, and executive leadership to translate strategic goals into scalable solutions.
• Shape the future of WiseOS through platform development, workflow optimization, and user-centered product design.
• Lead product discovery efforts, gather stakeholder feedback, and identify opportunities to improve advisor and client experiences.
• Translate complex business needs into actionable requirements, user stories, and product enhancements.
• Drive product execution throughout the development lifecycle, including planning, prioritization, testing, release management, and adoption efforts.
• Collaborate across multiple product areas to ensure an integrated and seamless technology experience.
• Support platform integrations and API-driven solutions across financial planning, CRM, portfolio management, reporting, and other core WealthTech systems.
• Leverage emerging technologies, including AI-enabled solutions, to improve operational efficiency and create differentiated user experiences.

Skills

Product management

Stakeholder management

Requirement gathering

Prioritization

Communication skills

Ambiguity handling

Education

Bachelor's degree in Business, Technology, Information Systems, Computer Science, Finance, or related field

Tools

Salesforce

Tamarac

Orion

Envestnet

Addepar

eMoney

Job description

Help Build the Future of Wealth Management TechnologyAt Savant, we're investing heavily in the next generation of advisor and client technology experiences through WiseOS, our evolving enterprise platform designed to connect data, workflows, intelligence, and advisor experiences across the firm. As a Senior Product Manager, you'll have the rare opportunity to join a growing Product organization at an exciting stage of its journey, helping shape products from the ground up rather than simply maintaining existing solutions.This role is ideal for an experienced Product Manager who thrives in ambiguity, enjoys bringing strategic vision to life, and has successfully partnered across technology and business teams to deliver impactful solutions. We're especially interested in professionals who understand the unique complexities of the wealth management ecosystem and have experience integrating platforms, data, and workflows across the RIA or Wealth Tech landscape.If you're energized by building meaningful products, influencing technology strategy, collaborating with talented colleagues, and creating exceptional user experiences that make a real impact, we'd love to connect with you.In this role, you can expect to focus in the following areas:Own and drive the product vision, roadmap, and priorities for a key product vertical within Savant's evolving technology ecosystemPartner closely with engineering, business stakeholders, advisors, operations teams, and executive leadership to transform strategic goals into scalable solutionsHelp shape the future of WiseOS through platform development, workflow optimization, and user-centered product designLead product discovery efforts, gather stakeholder feedback, and identify opportunities to improve advisor and client experiencesTranslate complex business needs into actionable requirements, user stories, and product enhancementsDrive product execution throughout the development lifecycle, including planning, prioritization, testing, release management, and adoption effortsCollaborate across multiple product areas to ensure an integrated and seamless technology experienceSupport platform integrations and API-driven solutions across financial planning, CRM, portfolio management, reporting, and other core WealthTech systemsLeverage emerging technologies, including AI-enabled solutions, to improve operational efficiency and create differentiated user experiencesInfluence product strategy while balancing user needs, business priorities, technical considerations, and regulatory requirementsA couple things to note about our Senior Product Manager position:Location: Must be within drivable distance to one of our Savant offices and reside within a state where we have a Savant office.Work Model: Fully remote with periodic travel (typically once every 1-2 months) for Product team collaboration, planning sessions, and strategic roadmap discussions. Most travel is planned well in advance and provides valuable opportunities to connect with colleagues and stakeholders across the firm.Typical Working Hours: Primarily aligned with Eastern or Central Time Zone business hoursThis is a highly autonomous role that requires a self-starter mentality and the ability to independently own priorities, stakeholder relationships, and roadmap executionYou'll be joining the Product organization during an exciting period of growth, helping establish product practices, processes, and platform capabilities that will influence Savant's futureYou'll work alongside business leaders, engineers, and advisors to help build technology solutions that directly impact both client and advisor experiencesThis role offers significant visibility and influence across the organization with opportunities to grow as the Product team expandsa { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;}The Senior Product Manager position typically requires the following qualifications:Required QualificationsBachelor's degree in Business, Technology, Information Systems, Computer Science, Finance, or a related field5+ years of Product Management, Product Ownership, Business Analysis, or related product leadership experiencePrior experience working within an RIA, broker-dealer, WealthTech provider, or financial services technology organizationExperience owning a product roadmap and driving initiatives with minimal oversightBackground within Wealth Management, Investment Management, Financial Services, FinTech, WealthTech, or a related industryProven ability to translate business goals into scalable technology solutionsExperience partnering closely with software engineering teams throughout the development lifecycleStrong stakeholder-management, communication, and relationship-building skillsDemonstrated ability to prioritize competing requests, navigate ambiguity, and make thoughtful product decisionsExperience gathering requirements, defining user stories, and supporting product delivery from concept through launchPreferred QualificationsExperience with advisor technology ecosystems, including CRM, portfolio management, financial planning, reporting, and client-facing platformsPlatform integration experience involving APIs, data exchange, and connected systemsExperience supporting enterprise platform modernization effortsExposure to AI-enabled products, workflows, or product-development practicesExperience building new products or platforms rather than exclusively enhancing mature productsFamiliarity with solutions such as Salesforce, Tamarac, Orion, Envestnet, Addepar, eMoney, or similar WealthTech platformsa { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;}What Sets Savant ApartCollaborative, integrated model across advisory, tax, planning, and technology teams where ideas and expertise are shared, not siloedOpportunity to help shape the next generation of advisor and client technology at a rapidly growing national firmGrowth-oriented culture offering meaningful opportunities for professional development, increased responsibility, and long-term impactValues-driven organization grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned firm where team members share in our long-term successPeople-first culture that encourages curiosity, innovation, accountability, and collaborationAn environment where talented professionals are empowered to challenge ideas, contribute strategically, and help build what comes nextOur Total RewardsAt Savant, we invest in our people, supporting both their well-being and long-term growth.We take a market-based approach to compensation. The expected base salary range for this role is $130,000 - $195,000 annually. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.Core Benefits (Effective Day One)Medical, dental, and vision coverage with multiple plan optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsEligibility for Team Savant incentive opportunities based on firm performanceTime Away & FlexibilityGenerous paid time off plus at least 10 paid holidaysAnnual \"Savantiversary\" daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportWell-Being & Everyday PerksEmployee Assistance Program (EAP)Wellness reimbursementsFlexible \"Dress for Your Day\" approachWe're happy to share more details about our benefits and total rewards during the hiring process.Take your career to new heights, apply today!All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent. Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer.