Product Manager - AI-Powered Wealth & Investment Management Platform (Remote)
$100,000 - $200,000 per year
Apply (opens in a new tab)Product Manager - AI-Powered Wealth & Investment Management Platform (Remote)
Posted today
SENIORITY
Manager
SALARY
$100,000 - $200,000 per year
About the role
- Understand end-to-end wealth/investment processes, workflows, personas and operating models.
- Understand private banks, wealth/asset managers, family offices, advisers, brokers and custodians.
- Identify opportunities to simplify and transform fragmented processes spanning multiple systems and participants. AI, Data & Product Innovation
- Reimagine wealth processes using AI/ML, GenAI, Agentic AI, analytics and automation.
- Embed human oversight, explainability, auditability, privacy, security and responsible-AI controls.
- Define integration with Core Banking, CRM, portfolio/OMS, market data, brokers, custodians and related wealth systems. Drive APIs, event integration, configurability, security, auditability, resilience and scalability.
- Evaluate build/buy/partner options and support multiple markets, asset classes and regulatory environments.
- Business Case, Commercialization & GTMOwn positioning, value proposition, packaging, pricing and GTM strategy.
- Support pitches, RFPs and lighthouse programs.
- Validate product-market fit with customers and build competitive differentiation.
- Must Have Credentials10–15 years of strong experience as a Product Manager in a product company owning a Product Roadmap in wealth/investment management, private banking space
- Deep understanding of the end-to-end Wealth & Investment Management lifecycle
- Experience working with private banks, wealth managers, asset managers, investment platforms, family offices, or financial-advisory businesses.
- Strong leadership, analytical, communication, and stakeholder-management skills. Bachelor's degree in a relevant discipline. MBA, CFA, CFP, CAIA, or relevant investment/product certification is desirable but not mandatory.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
