Wealth Tech PM: AI-Driven Platform Leadership

Publicis Groupe; New York (NY); On-site; USD 128,000 - 193,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health benefits

Flexible work-life balance

Job summary

A leading digital consultancy in New York is looking for a Wealth Management Product Manager to lead platform initiatives focused on advisor workflows and portfolio reporting. The ideal candidate should have 8+ years of experience in Wealth Management, strong technical fluency in APIs and cloud concepts, and a proven track record in product management. This role offers a competitive salary of $128,000-$193,000 and a range of benefits, promoting a supportive and inclusive workplace.

Qualifications

• 8+ years of experience in Wealth Management.
• Hands-on exposure to advisor platforms and wealth reporting.
• Strong knowledge of cloud-based solutions.

Responsibilities

• Own product vision and roadmap for Wealth Management platforms.
• Act as the wealth domain SME.
• Drive delivery using Agile / Scrum / SAFe.

Skills

Wealth Management

Agile delivery

Strong communication

Structured thinking

Education

Product Management certifications (e.g., CSPO)

Tools

APIs

AWS

Job description

A leading digital consultancy in New York is looking for a Wealth Management Product Manager to lead platform initiatives focused on advisor workflows and portfolio reporting. The ideal candidate should have 8+ years of experience in Wealth Management, strong technical fluency in APIs and cloud concepts, and a proven track record in product management. This role offers a competitive salary of $128,000-$193,000 and a range of benefits, promoting a supportive and inclusive workplace.