Senior Product Manager

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Full Time Houston, TX, US

Salary Range: $ To $ Annually

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Senior Product Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!

Our ideal candidate is a product and technology professional with proven experience improving advisor workflows, scaling business processes, and helping teams use technology in practical, measurable ways. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to product management.

As a Senior Product Manager, you will help shape and deliver the technology roadmap for our advisors and client-facing teams. This role will focus on tools, workflows, and AI-enabled solutions that increase advisor capacity, reduce manual work, and improve the employee and client experience. You will partner closely with Advisor teams, Operations, Technology, Data, Compliance, and external vendors to turn business needs into clear priorities, scalable solutions, and well‑adopted processes.

Mission Wealth has offered 360‑degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

• Work with a high‑performing and growth‑oriented Technology team
• Partner with advisors and client‑facing teams to understand how work gets done and where technology can improve capacity
• Own and maintain product roadmaps for advisor technology, workflow automation and AI‑enabled productivity tools
• Gather requirements, document workflows and translate business needs into clear priorities and deliverables
• Identify opportunities to reduce manual work, streamline handoffs, improve data quality and create more time for advisors to spend with clients
• Help evaluate, implement and improve tools that support advisor productivity, client service, CRM workflows, meeting preparation, follow‑up, reporting, onboarding and knowledge access
• Partner with Compliance, Data and IT security to ensure AI and technology solutions are used responsibly and in alignment with firm standards
• Coordinate with vendors and internal teams on enhancements, integrations, testing, training and rollout
• Support adoption through clear communication, user guides, training materials and feedback loops
• Measure success through advisor adoption, time savings, improved workflow consistency, reduced friction and better visibility into client‑facing work
• Speak your mind, have your voice heard, innovate and streamline existing processes
• Grow yourself personally and professionally with the support of your team

• You are a strong communicator who can translate between stakeholders, Technology teams, custodians and vendors
• You are curious about how work gets done and motivated to make processes more effective, consistent and scalable
• You understand the day‑to‑day realities of an RIA firm and the practical impact of process and technology decisions
• You recognize that technology is not always the answer and can identify when an issue requires better documentation, training or process design
• You can turn knowledge that exists in…