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

Ongoing learning opportunities

Flexibility to support work-life balance

Job summary

A leading digital transformation partner is seeking a Wealth Management Product Manager in New York to lead innovative platform initiatives in advisor-centric solutions. The successful candidate will have over 8 years of experience in Wealth Management, a strong grasp of Agile methodologies, and a collaborative mindset as they work closely with engineering and data teams. The role offers a competitive salary range of $128,000 to $193,000, reflecting the importance of driving transformation in financial services.

Qualifications

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

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 experience

Agile delivery

Communication

Structured thinking

Technical fluency in APIs

Education

8+ years of experience in Wealth Management

Tools

AWS

Advisor platforms

CRM systems

AI-enabled workflows

Job description

A leading digital transformation partner is seeking a Wealth Management Product Manager in New York to lead innovative platform initiatives in advisor-centric solutions. The successful candidate will have over 8 years of experience in Wealth Management, a strong grasp of Agile methodologies, and a collaborative mindset as they work closely with engineering and data teams. The role offers a competitive salary range of $128,000 to $193,000, reflecting the importance of driving transformation in financial services.