Senior Product Manager (Wealth Management)

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 20000 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.

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.

• Own product vision roadmap and execution for Wealth Management platforms and advisor/client experiences.
• Act as a Wealth Management SME with strong understanding of advisor workflows households/accounts UMA/SMAs reporting custodians alternatives and operational processes.
• Translate business needs into PRDs user stories workflows journey maps and clear product specifications.
• Partner closely with engineering and architecture teams on APIs integrations data models workflow orchestration and platform modernization initiatives.
• Drive AI adoption within the product and delivery lifecycle leveraging tools such as Claude VS Code Copilot or similar AI-enabled platforms.
• Leverage modern AI-assisted frameworks (e.g. BMAD SpecKit or similar approaches) to accelerate documentation workflows product delivery and team productivity.
• Use data analysis and user insights to improve experiences simplify workflows and support product prioritization decisions.
• Adapt product and AI strategies to different client ecosystems and help teams continuously evolve with emerging AI capabilities.
• Communicate effectively with business and technology stakeholders proactively managing risks dependencies and trade-offs.

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.
• Proven experience delivering complex enterprise platforms in Agile / Scrum environments.
• 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 WealthTech ecosystems and enterprise platform modernization initiatives.

PAY RANGE

$134000-$201000

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