Senior Product Manager with Wealth Management experience in Irvine, CA (Hybrid role)

Role: Senior Product Manager

Location: Irvine, CA (Hybrid role)

Duration: 12+ months

Job description:

• Requirements Provided:
• Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operations
• Experience supporting HNW/UHNW or private wealth businesses
• Own product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning
• Translate business needs into clear product capabilities, workflows, and delivery requirements
• Work directly with client, household, account, position, transaction, cash flow, performance, and activity data
• Hands-on experience with SQL, Excel, BI, analytics, or data exploration tools
• Identify and shape AI and generative AI use cases for advisors, clients, operations, and service teams
• Use AI tools for discovery, requirements, analysis, prototyping, testing, and documentation
• Experience with rapid prototyping using AI, low-code, no-code, or design tools
• Understanding of AI-first SDLC practices and responsible AI considerations
• Partner with business, design, architecture, engineering, data, QA, and operations teams
• Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readiness
• Strong stakeholder management and executive communication skills
• Ability to manage milestones, dependencies, risks, issues, and cross-team coordination
• Experience working in an onshore-offshore delivery model across multiple time zones
• Ability to provide strong domain context and clear direction to engineering teams
• 8+ years of product management, product ownership, consulting, or business analysis experience
• 5+ years of relevant wealth management or financial services experience
• Domain expertise is the most critical requirement for this role

Top 3 Skills Required

• Portfolio Management
• Wealth Management
• Someone who has done support before/ Program Management
• Flair for tech like AI (beyond just prompting), cloud (basic aws cloud stuff), data experience (SQL – write basic queries)