Senior Product Manager - Wealth Management

Company description

Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strategy, consulting, and customer experience with agile engineering and problem-solving creativity. United by our core values and our purpose of helping people thrive in the brave pursuit of next, our 20,000+ people in 53 offices around the world combine experience across technology, data sciences, consulting, and customer obsession to accelerate our clients’ businesses through designing the products and services their customers truly value.

Overview

We are looking for a domain-strong Wealth Management Product Manager to lead advisor-centric platform initiatives across onboarding, servicing, portfolio reporting, data integrations, and AI-enabled capabilities. This role sits at the intersection of wealth strategy, technology, and execution, partnering closely with engineering, data, UX, and senior stakeholders.

Responsibilities

• Own product vision and roadmap for Wealth Management platforms, including advisor workflows, client experiences, custodian integrations, and reporting
• Act as the wealth domain SME, with strong understanding of advisor-led models, households/accounts, UMA/SMAs, alternatives, and compliance needs
• Translate business priorities into clear epics, features, and user stories with strong acceptance criteria
• Drive delivery using Agile / Scrum / SAFe, balancing speed, scale, and risk
• Partner with engineering and data teams on APIs, data ingestion, reconciliation, and platform modernization
• Identify and prioritize AI / GenAI use cases (advisor copilots, insights, automation) with focus on adoption and business impact
• Communicate clearly with business and technology leaders, surface risks, dependencies, and trade-offs early

Qualifications

• 8+ years of experience in Wealth Management
• Hands-on exposure to advisor platforms, CRM, portals, custodians and wealth reporting
• Proven Product Manager / Product Owner experience on complex platforms
• Strong working knowledge of Agile delivery
• Technically fluent in APIs, data platforms, and cloud concepts (AWS preferred)
• Practical exposure to GenAI / AI-enabled workflows in enterprise settings
• Strong communication, structured thinking, and executive presence

Nice to Have
• Experience with OAS, TAMPs, or platform-based wealth models
• Consulting background or large transformation experience
• Exposure to AI agents or advisor productivity tools

Additional information

PAY RANGE

$128,000-$193,000

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.

ADDITIONAL INFORMATION

• An inclusive workplace that promotes diversity and collaboration.
• Access to ongoing learning and development opportunities.
• Competitive compensation and benefits package.
• Flexibility to support work-life balance.
• Comprehensive health benefits for you and your family.
• Generous paid leave and holidays.
• Wellness program and employee assistance.

As part of our dedication to an inclusive and diverse workforce, Publicis Sapient is committed to Equal Employment Opportunity without regard for race, color, national origin, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected]