Associate Director Product Management (Wealth Management)
Publicis Groupe Holdings B.V, Los Angeles, CA, United States
Company description
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.
Overview We are looking for a domain‑strong Wealth Management Product Manager to lead advisor‑centric platform initiatives across onboarding, servicing, portfolio reporting, data integrations, and AI‑enabled capabilities. This role sits at the intersection of wealth strategy, technology, and execution, partnering closely with engineering, data, UX, and senior stakeholders.
Responsibilities
Own product vision and roadmap for Wealth Management platforms, including advisor workflows, client experiences, custodian integrations, and reporting
Act as the wealth domain SME, with strong understanding of advisor‑led models, households/accounts, UMA/SMAs, alternatives, and compliance needs
Translate business priorities into clear epics, features, and user stories with strong acceptance criteria
Drive delivery using Agile / Scrum / SAFe, balancing speed, scale, and risk
Partner with engineering and data teams on APIs, data ingestion, reconciliation, and platform modernization
Identify and prioritize AI / GenAI use cases (advisor copilots, insights, automation) with focus on adoption and business impact
Communicate clearly with business and technology leaders, surface risks, dependencies, and trade-offs early
Qualifications
10+ years of experience in Wealth Management
Hands‑on exposure to advisor platforms, CRM, portals, custodians and wealth reporting
Proven Product Manager / Product Owner experience on complex platforms
Strong working knowledge of Agile delivery
Technically fluent in APIs, data platforms, and cloud concepts (AWS preferred)
Practical exposure to GenAI / AI‑enabled workflows in enterprise settings
Strong communication, structured thinking, and executive presence
Nice to Have
Experience with OAS, TAMPs, or platform‑based wealth models
Consulting background or large transformation experience
Exposure to AI agents or advisor productivity tools
Additional information Pay Range
$147,000-$221,000
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.
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 hiring@publicis.sapient.com.
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Overview We are looking for a domain‑strong Wealth Management Product Manager to lead advisor‑centric platform initiatives across onboarding, servicing, portfolio reporting, data integrations, and AI‑enabled capabilities. This role sits at the intersection of wealth strategy, technology, and execution, partnering closely with engineering, data, UX, and senior stakeholders.
Responsibilities
Own product vision and roadmap for Wealth Management platforms, including advisor workflows, client experiences, custodian integrations, and reporting
Act as the wealth domain SME, with strong understanding of advisor‑led models, households/accounts, UMA/SMAs, alternatives, and compliance needs
Translate business priorities into clear epics, features, and user stories with strong acceptance criteria
Drive delivery using Agile / Scrum / SAFe, balancing speed, scale, and risk
Partner with engineering and data teams on APIs, data ingestion, reconciliation, and platform modernization
Identify and prioritize AI / GenAI use cases (advisor copilots, insights, automation) with focus on adoption and business impact
Communicate clearly with business and technology leaders, surface risks, dependencies, and trade-offs early
Qualifications
10+ years of experience in Wealth Management
Hands‑on exposure to advisor platforms, CRM, portals, custodians and wealth reporting
Proven Product Manager / Product Owner experience on complex platforms
Strong working knowledge of Agile delivery
Technically fluent in APIs, data platforms, and cloud concepts (AWS preferred)
Practical exposure to GenAI / AI‑enabled workflows in enterprise settings
Strong communication, structured thinking, and executive presence
Nice to Have
Experience with OAS, TAMPs, or platform‑based wealth models
Consulting background or large transformation experience
Exposure to AI agents or advisor productivity tools
Additional information Pay Range
$147,000-$221,000
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.
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 hiring@publicis.sapient.com.
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