Associate Director Product Management (Wealth Management)

We are looking for a Product Management leader with strong Wealth Management domain expertise who can operate at the intersection of business, product, technology, data, and AI. This role will help shape and deliver modern advisor and client platform experiences across onboarding, servicing, reporting, integrations, workflows, and AI-enabled capabilities.

The ideal candidate is strategic yet hands-on - comfortable working with executives while also partnering closely with engineering, data, UX, and operations teams to drive execution. We are looking for someone who embraces modern AI-first ways of working and can help teams evolve alongside rapidly changing technology.

* 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.

* Experience with Outsourced Advisory Solutions (OAS), TAMPs, or platform-based wealth models. * Exposure to AI agents, workflow automation, or AI-first delivery models. * Consulting or large-scale transformation experience. * Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.

$164,000-$245,000

SET YOURSELF APART

* Experience in digital transformation initiatives and enterprise product management. * Knowledge of AI, machine learning, and automation in product development. * Certifications in Product Management (e.g., CSPO, Pragmatic Institute, or similar). * Experience in customer experience (CX) strategy and omnichannel product development. * Strong understanding of cloud-based solutions and SaaS product management.