Senior Product Manager

Mission Wealth; Santa Barbara (CA); On-site; USD 160,000 - 180,000; Full time

Job summary

Mission Wealth, a Barron’s Top 100 RIA, seeks a Senior Product Manager to lead advisor technology and client-facing tools. You will define the technology roadmap, drive AI-enabled productivity, and partner with operations, data, and compliance to turn business needs into scalable solutions.

You will shape workflows, manage requirements, and collaborate with vendors to improve capacity and reduce manual work while elevating advisor and client experiences.

Qualifications

• Bachelor’s degree in a business-related field or equivalent experience.
• 7+ years in product management or advisor technology within financial services.
• Experience partnering with advisors, client service teams and business users to improve workflows.
• Strong ability to increase capacity and scale growth through technology.
• Experience with AI-enabled tools, automation, CRM platforms, and knowledge-management systems.
• Ability to translate requirements into clear deliverables and prioritize work.
• Strong written and verbal communication skills.
• Experience in wealth management, RIAs, or financial services preferred.
• Familiarity with Salesforce, Microsoft 365/Copilot, and Tableau is a plus.

Responsibilities

• Work with a high-performing Technology team to drive product initiatives.
• Partner with advisors and client-facing teams to map workflows and opportunities.
• Own and maintain roadmaps for advisor technology, automation, and AI tools.
• Gather requirements and translate business needs into priorities and deliverables.
• Identify opportunities to reduce manual work and improve data quality.
• Evaluate, implement and improve tools supporting productivity, CRM workflows, and reporting.
• Collaborate with Compliance, Data and IT security on responsible AI use.
• Coordinate with vendors and internal teams on enhancements, testing and rollout.
• Support adoption with clear guides, training and feedback loops.
• Measure success via adoption, time savings, and workflow visibility.
• Communicate clearly and drive continuous improvement.

Skills

Communication skills

Curiosity

Wealth management knowledge

Stakeholder communication

Documentation & process design

Education

Bachelor’s degree in Business/Finance or related field

Tools

Salesforce

Microsoft 365/Copilot

ChatGPT Enterprise

Tableau

DocuSign

Feathery

Job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Senior Product Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!

Our ideal candidate is a product and technology professional with proven experience improving advisor workflows, scaling business processes, and helping teams use technology in practical, measurable ways. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to product management.

As a Senior Product Manager, you will help shape and deliver the technology roadmap for our advisors and client-facing teams. This role will focus on tools, workflows, and AI-enabled solutions that increase advisor capacity, reduce manual work, and improve the employee and client experience. You will partner closely with Advisor teams, Operations, Technology, Data, Compliance, and external vendors to turn business needs into clear priorities, scalable solutions, and well-adopted processes.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Senior Product Manager

• Work with a high-performing and growth-oriented Technology team
• Partner with advisors and client-facing teams to understand how work gets done and where technology can improve capacity
• Own and maintain product roadmaps for advisor technology, workflow automation and AI-enabled productivity tools
• Gather requirements, document workflows and translate business needs into clear priorities and deliverables
• Identify opportunities to reduce manual work, streamline handoffs, improve data quality and create more time for advisors to spend with clients
• Help evaluate, implement and improve tools that support advisor productivity, client service, CRM workflows, meeting preparation, follow-up, reporting, onboarding and knowledge access
• Partner with Compliance, Data and IT security to ensure AI and technology solutions are used responsibly and in alignment with firm standards
• Coordinate with vendors and internal teams on enhancements, integrations, testing, training and rollout
• Support adoption through clear communication, user guides, training materials and feedback loops
• Measure success through advisor adoption, time savings, improved workflow consistency, reduced friction and better visibility into client-facing work
• Speak your mind, have your voice heard, innovate and streamline existing processes
• Grow yourself personally and professionally with the support of your team

Who You Are And What You Bring

• You are a strong communicator who can translate between stakeholders, Technology teams, custodians and vendors
• You are curious about how work gets done and motivated to make processes more effective, consistent and scalable
• You understand the day-to-day realities of an RIA firm and the practical impact of process and technology decisions
• You recognize that technology is not always the answer and can identify when an issue requires better documentation, training or process design
• You can turn knowledge that exists in conversations, notes or individual experience into clear and sustainable documentation
• You are comfortable with ambiguity and skilled at turning broad requests into concrete, prioritized work
• You are organized, detail-oriented and committed to following work through completion
• You value documentation, standards and reusable solutions over one-time workarounds
• You build trust by listening carefully, setting clear expectations and communicating openly

Requirements

• Bachelor’s degree in Business, Operations, Information Systems, Finance or a related field, or equivalent professional experience
• 7+ years of proven experience in product management, advisor technology, business systems, financial services technology, process improvement or a related role
• Experience working with advisors, client service teams or business users to improve workflows and technology adoption
• Strong understanding of how technology can improve capacity, reduce administrative burden and support scalable growth
• Experience with AI-enabled tools, automation, CRM platforms, workflow tools, reporting tools and knowledge-management systems
• Ability to gather requirements, prioritize competing needs and turn ambiguous ideas into clear deliverables
• Strong written and verbal communication skills required
• Excellent attention to detail, multi-tasking and time management skills
• Experience in wealth management, RIAs, or financial services very strongly preferred
• Familiarity with Salesforce, Microsoft 365/Copilot, ChatGPT Enterprise, Claude, AI notetakers, advisor workflow tools, custodial platforms, DocuSign, Feathery, Tableau or similar systems preferred

Job Type

Full-time, salaried exempt

Location

This position is based out of either our Houston or Santa Barbara office.

This is an in-office position

Salary

$160,000 - $180,000 base salary; plus $38,500 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.