AI Product Manager – Wealth Management Focus

Are you an experienced and entrepreneurial product manager with deep expertise in wealth management? Are you passionate about shaping and delivering AI-powered solutions that transform client and advisor experiences? Do you thrive at the intersection of domain knowledge, AI innovation, and digital transformation?

We are looking for an AI Product Manager to:

• identify, prioritize, and deliver AI/ML solutions that address real client and advisor needs within a regulated environment
• own the product lifecycle from ideation and prototyping to pilot and full-scale rollout—ensuring solutions are both innovative and practical for wealth management use cases
• collaborate closely with stakeholders across business, technology, and data science, translating complex requirements into actionable product roadmaps
• drive agile delivery through sprint planning, continuous prioritization, and clear success metrics, ensuring timely and impactful outcomes
• champion new AI capabilities such as personalization, intelligent insights, and digital advisory tools, always with a focus on client value and regulatory compliance
• act as an entrepreneurial leader, proactively identifying opportunities, challenging the status quo, and fostering a culture of innovation within the team
• engage with external partners (e.g., Microsoft, fintechs) to explore, test, and scale cutting-edge AI solutions relevant to wealth management