Senior Product Manager — WealthTech Platform

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

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.