Wealth Tech Product Lead — AI-Driven Platform

Publicis Groupe Holdings B.V; Irvine (CA); On-site; USD 164,000 - 245,000; Full time

Benefits offered by this job

Health benefits

Flexible work options

Paid time off

Job summary

Publicis Sapient in Irvine, CA is seeking a senior Product Management leader with deep Wealth Management domain expertise to shape modern advisor and client platform experiences across onboarding, servicing, reporting, and integrations.

You will collaborate with engineering, data, UX, and operations teams to drive execution, embrace AI-first approaches, and guide product delivery in a fast-changing landscape.

Qualifications

• 8+ years of experience in Wealth Management, Financial Services, or related Product Management roles.
• Strong experience with advisor platforms, client portals, custodians, onboarding, servicing, and wealth reporting ecosystems.
• Proven experience delivering complex enterprise platforms in Agile / Scrum environments.
• Strong understanding of APIs, data platforms, integrations, and cloud concepts (AWS preferred).
• Practical experience using GenAI / AI-enabled workflows within product, delivery, or operational teams.
• Ability to operate across strategy, product, technology, data, and execution.
• Strong communication skills, structured thinking, and executive presence.

Responsibilities

• Own product vision, roadmap, and execution for Wealth Management platforms and advisor/client experiences.
• Act as a Wealth Management SME with strong understanding of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, alternatives, and operational processes.
• Translate business needs into PRDs, user stories, workflows, journey maps, and clear product specifications.
• Partner closely with engineering and architecture teams on APIs, integrations, data models, workflow orchestration, and platform modernization initiatives.
• Drive AI adoption within the product and delivery lifecycle, leveraging tools such as Claude, VS Code, Copilot, or similar AI-enabled platforms.
• Leverage modern AI-assisted frameworks (e.g., BMAD, SpecKit, or similar approaches) to accelerate documentation, workflows, product delivery, and team productivity.
• Use data analysis and user insights to improve experiences, simplify workflows, and support product prioritization decisions.
• Adapt product and AI strategies to different client ecosystems and help teams continuously evolve with emerging AI capabilities.
• Communicate effectively with business and technology stakeholders, proactively managing risks, dependencies, and trade-offs.

Skills

Wealth Management

AI-enabled product management

Executive communication

Agile / Scrum

APIs & data platforms

Tools

AWS

GenAI tools

Job description

Publicis Sapient in Irvine, CA is seeking a senior Product Management leader with deep Wealth Management domain expertise to shape modern advisor and client platform experiences across onboarding, servicing, reporting, and integrations.

You will collaborate with engineering, data, UX, and operations teams to drive execution, embrace AI-first approaches, and guide product delivery in a fast-changing landscape.