Senior Wealth Tech Product Lead — AI & GenAI

New York Technology Partners; Irvine (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

New York Technology Partners seeks a Senior Product Manager / Product Owner with deep wealth management domain expertise to lead product strategy and delivery across complex financial services platforms. You will guide product decisions for wealth workflows, CRM, planning, trading, and reporting while shaping AI use cases across advisor and client journeys.

The role emphasizes collaboration with onshore/offshore teams across time zones, and requires strong stakeholder communication to drive

Qualifications

• 8+ years of product management or related experience in financial services.
• Strong wealth management domain knowledge with HNW/UHNW experience.
• Experience delivering AI-enabled product development and rapid prototyping.

Responsibilities

• Own product vision, roadmap, backlog, and release planning.
• Translate business needs into product capabilities and workflows.
• Apply wealth management knowledge to guide decisions for engineering teams.
• Collaborate with data, design, architecture, and operations teams.
• Lead workshops, sprint planning, and cross-team coordination.

Skills

Product management

Stakeholder communication

Tools

SQL

Excel

BI tools

Analytics tools

Job description

New York Technology Partners seeks a Senior Product Manager / Product Owner with deep wealth management domain expertise to lead product strategy and delivery across complex financial services platforms. You will guide product decisions for wealth workflows, CRM, planning, trading, and reporting while shaping AI use cases across advisor and client journeys.

The role emphasizes collaboration with onshore/offshore teams across time zones, and requires strong stakeholder communication to drive