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

Comprehensive health benefits

Generous paid leave

Wellness program

Job summary

A leading digital transformation firm is seeking an experienced Wealth Management Product Manager in New York. This role involves leading platform initiatives, and driving product vision and roadmap while collaborating with engineering and data teams. Ideal candidates will have over 8 years of wealth management experience, a strong grasp of Agile methodologies, and demonstrable ability in product management for complex platforms. The position offers a competitive salary between $128,000 and $193,000, alongside comprehensive benefits and a supportive workplace.

Qualifications

• 8+ years of experience in Wealth Management.
• Hands-on exposure to advisor platforms and wealth reporting.
• Proven experience as a Product Manager on complex platforms.

Responsibilities

• Own product vision and roadmap for Wealth Management platforms.
• Act as the wealth domain SME with understanding of advisor-led models.
• Drive delivery using Agile/Scrum methodologies.

Skills

Wealth Management

Agile delivery

API fluency

Data platforms

Communication skills

Tools

CRM systems

Data ingestion platforms

Cloud technologies (AWS)

Job description

A leading digital transformation firm is seeking an experienced Wealth Management Product Manager in New York. This role involves leading platform initiatives, and driving product vision and roadmap while collaborating with engineering and data teams. Ideal candidates will have over 8 years of wealth management experience, a strong grasp of Agile methodologies, and demonstrable ability in product management for complex platforms. The position offers a competitive salary between $128,000 and $193,000, alongside comprehensive benefits and a supportive workplace.