Note: The job is a remote job and is open to candidates in USA. First American is a federal savings bank that has provided banking, wealth management, and trust solutions for over five decades. They are seeking a Senior Product Manager to lead the Wealth Management Product Team, driving strategy and execution of technology capabilities that support wealth management operations and client-focused solutions.
Responsibilities
- Define and own product vision, roadmap, prioritization, and delivery outcomes aligned to business goals
- Translate business needs, regulatory requirements, and client insights into actionable product strategies
- Lead end-to-end product delivery, including discovery, requirements, backlog management, release planning, and post-launch evaluation
- Drive execution of initiatives across advisory platforms, Salesforce integrations, reporting, data quality, operational automation, and legacy modernization
- Collaborate with cross-functional teams (Technology, Operations, Compliance, Risk, Legal, Finance) to deliver high-quality solutions
- Manage stakeholder and vendor relationships, ensuring alignment, governance, and clear communication
- Lead, coach, and develop the product team while establishing consistent product management practices
- Ensure solutions meet regulatory, risk, and operational standards and support ongoing process and data improvements
Skills
- Bachelor's degree or equivalent experience
- 7+ years in product management, financial services technology, or wealth management operations
- Prior people leadership experience managing a product team
- Strong knowledge of wealth management, investment operations, trust/custody, or related domains
- Proven ability to manage product roadmaps, prioritize initiatives, and deliver through cross-functional teams
- Experience navigating complex stakeholder environments with competing priorities
- Experience with Agile or structured delivery environments
- Experience with platforms such as Salesforce, Wealthscape, Schwab, trust accounting platforms, fiduciary/trust administration, 1031 exchange and GIPS reporting
- Knowledge of trust, custody, tax reporting, tax loss harvesting or investment advisory processes
- Experience with data, reporting automation, workflow optimization, or modernization initiatives
- Vendor management experience and relevant certifications preferred
Benefits
- Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
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