Senior Product Manager (Wealth Management)

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

Company Description

Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strategy, consulting, and customer experience with agile engineering and problem-solving creativity. United by our core values and our purpose of helping people thrive in the brave pursuit of next, our 20,000+ people in 53 offices around the world combine experience across technology, data sciences, consulting, and customer obsession to accelerate our clients’ businesses through designing the products and services their customers truly value.

Overview

We are looking for a Product Management leader with strong Wealth Management domain expertise who can operate at the intersection of business, product, technology, data, and AI. This role will help shape and deliver modern advisor and client platform experiences across onboarding, servicing, reporting, integrations, workflows, and AI-enabled capabilities.

The ideal candidate is strategic yet hands‑on—comfortable working with executives while also partnering closely with engineering, data, UX, and operations teams to drive execution. We are looking for someone who embraces modern AI‑first ways of working and can help teams evolve alongside rapidly changing technology.

Responsibilities

• Own product vision, roadmap, and execution for Wealth Management platforms and advisor/client experiences.
• Act as a Wealth Management SME with strong understanding of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, alternatives, and operational processes.
• Translate business needs into PRDs, user stories, workflows, journey maps, and clear product specifications.
• Partner closely with engineering and architecture teams on APIs, integrations, data models, workflow orchestration, and platform modernization initiatives.
• Drive AI adoption within the product and delivery lifecycle, leveraging tools such as Claude, VS Code, Copilot, or similar AI‑enabled platforms.
• Leverage modern AI‑assisted frameworks (e.g., BMAD, SpecKit, or similar approaches) to accelerate documentation, workflows, product delivery, and team productivity.
• Use data analysis and user insights to improve experiences, simplify workflows, and support product prioritization decisions.
• Adapt product and AI strategies to different client ecosystems and help teams continuously evolve with emerging AI capabilities.
• Communicate effectively with business and technology stakeholders, proactively managing risks, dependencies, and trade‑offs.

Qualifications

Required Qualifications

• 8+ years of experience in Wealth Management, Financial Services, or related Product Management roles.
• Strong experience with advisor platforms, client portals, custodians, onboarding, servicing, 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.

Nice to Have

• Experience with Outsourced Advisory Solutions (OAS), TAMPs, or platform‑based wealth models.
• Exposure to AI agents, workflow automation, or AI‑first delivery models.
• Consulting or large‑scale transformation experience.
• Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.

Additional Information

Pay Range

$164,000-$245,000

Set Yourself Apart

• Experience in digital transformation initiatives and enterprise product management.
• Knowledge of AI, machine learning, and automation in product development.
• Certifications in Product Management (e.g., CSPO, Pragmatic Institute, or similar).
• Experience in customer experience (CX) strategy and omnichannel product development.
• Strong understanding of cloud‑based solutions and SaaS product management.

Additional Information

• An inclusive workplace that promotes diversity and collaboration.
• Access to ongoing learning and development opportunities.
• Competitive compensation and benefits package.
• Flexibility to support work‑life balance.
• Comprehensive health benefits for you and your family.
• Generous paid leave and holidays.
• Wellness program and employee assistance.

As part of our dedication to an inclusive and diverse workforce, Publicis Sapient is committed to Equal Employment Opportunity without regard for race, color, national origin, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [e-mail]