Note: The job is a remote job and is open to candidates in USA. Savant Wealth Management is investing in next-generation advisor and client technology experiences through its WiseOS enterprise platform. The Senior Product Manager will own product vision, roadmap, and execution for a key product vertical, partnering across engineering, business, advisory, and operations teams to deliver scalable wealth management technology solutions. The role also focuses on platform integrations, workflow optimization, user experience improvements, and AI-enabled solutions.
Responsibilities
- Own and drive the product vision, roadmap, and priorities for a key product vertical within Savant's evolving technology ecosystem
- Partner closely with engineering, business stakeholders, advisors, operations teams, and executive leadership to transform strategic goals into scalable solutions
- Help shape the future of WiseOS through platform development, workflow optimization, and user-centered product design
- Lead product discovery efforts, gather stakeholder feedback, and identify opportunities to improve advisor and client experiences
- Translate complex business needs into actionable requirements, user stories, and product enhancements
- Drive product execution throughout the development lifecycle, including planning, prioritization, testing, release management, and adoption efforts
- Collaborate across multiple product areas to ensure an integrated and seamless technology experience
- Support platform integrations and API-driven solutions across financial planning, CRM, portfolio management, reporting, and other core WealthTech systems
- Leverage emerging technologies, including AI-enabled solutions, to improve operational efficiency and create differentiated user experiences
- Influence product strategy while balancing user needs, business priorities, technical considerations, and regulatory requirements
Skills
- Experienced Product Manager who thrives in ambiguity, enjoys bringing strategic vision to life, and has successfully partnered across technology and business teams to deliver impactful solutions
- Professionals who understand the unique complexities of the wealth management ecosystem and have experience integrating platforms, data, and workflows across the RIA or Wealth Tech landscape
- This is a highly autonomous role that requires a self-starter mentality and the ability to independently own priorities, stakeholder relationships, and roadmap execution
- Bachelor's degree in Business, Technology, Information Systems, Computer Science, Finance, or a related field
- 5+ years of Product Management, Product Ownership, Business Analysis, or related product leadership experience
- Prior experience working within an RIA, broker-dealer, WealthTech provider, or financial services technology organization
- Experience owning a product roadmap and driving initiatives with minimal oversight
- Background within Wealth Management, Investment Management, Financial Services, FinTech, WealthTech, or a related industry
- Proven ability to translate business goals into scalable technology solutions
- Experience partnering closely with software engineering teams throughout the development lifecycle
- Strong stakeholder-management, communication, and relationship-building skills
- Demonstrated ability to prioritize competing requests, navigate ambiguity, and make thoughtful product decisions
- Experience gathering requirements, defining user stories, and supporting product delivery from concept through launch
- All applicants must be authorized to work for ANY employer in the U.S
- We are unable to sponsor or take over sponsorship of an employment Visa at this time. Any combination of equivalent education and work experience will be considered
- Experience with advisor technology ecosystems, including CRM, portfolio management, financial planning, reporting, and client-facing platforms
- Platform integration experience involving APIs, data exchange, and connected systems
- Experience supporting enterprise platform modernization efforts
- Exposure to AI-enabled products, workflows, or product-development practices
- Experience building new products or platforms rather than exclusively enhancing mature products
- Familiarity with solutions such as Salesforce, Tamarac, Orion, Addepar, eMoney, or similar WealthTech platforms
Benefits
- Fully remote with periodic travel (typically once every 1-2 months) for Product team collaboration, planning sessions, and strategic roadmap discussions.
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Eligibility for Team Savant incentive opportunities based on firm performance
- Generous paid time off plus at least 10 paid holidays
- Annual "Savantiversary" day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements
- Flexible "Dress for Your Day" approach
- Meaningful opportunities for professional development, increased responsibility, and long-term impact
- Majority employee-owned firm where team members share in our long-term success
Company Overview