Senior Product Manager; 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.

Required 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.
• 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.

Nice to Have

• 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 Wealth Tech ecosystems and enterprise platform modernization initiatives.

PAY RANGE

$164,000-$245,000

• 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

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.

Publicis Sapient is proud to be a global technology and consulting company dedicated to delivering data‑driven results for clients in all industries. We empower enterprise teams to harness technology for growth, enhance their digital products, and implement sustainable innovation at scale.