Product Manager - Wealth Management

Job Summary

A company is looking for a Product Manager - Wealth Management / RIA.

Key Responsibilities

• Define and manage the product roadmap for wealth management and RIA focused API products
• Collaborate with engineering, design, and compliance teams to develop robust and compliant solutions
• Engage with RIAs and wealth management professionals to gather feedback and understand market needs

Required Qualifications

• Bachelor's degree in Computer Science or equivalent professional experience
• Proven experience (5+ years) as a Product Manager focused on wealth management and RIA products
• Deep understanding of the RIA landscape, wealth management practices, and regulatory requirements
• Familiarity with fintech solutions and API-driven platforms
• Based in the USA/Canada or have similar domestic business experience