Senior Product Manager
Tandems
Senior Product Manager
Tandems
AI-powered wealth operating system for advisors
Tandems provides an AI-native wealth operating system for banks, wealth managers, and insurers to automate administrative tasks and streamline advisor workflows. Its WealthOS weaves TandemsMeet, TandemsGrow, and TandemsInvest to connect existing systems with vertical AI, automating repetitive work and enabling personalized portfolios, meetings, and client engagement. It differentiates itself with enterprise-grade integration, regulatory compliance (Reg BI and ERISA), SOC 2 Type II, and a flexible licensing model across 6,000+ advisors and $60B+ in assets. The goal is to boost advisor productivity and scale digital wealth operations for financial institutions.
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