Overview In this role you will lead the product vision for Wealth Management platforms and advisor/client experiences, driving impact across onboarding, servicing, reporting, and AI-enabled capabilities. You will work closely with engineering, data, UX, and operations to deliver modern, AI-first wealth platforms that scale across client ecosystems. You will translate business needs into PRDs, user stories, and workflows while managing risks and dependencies with executives. This is a strategic, hands-on leadership role that shapes digital wealth experiences within Publicis Sapient's transformation practice.
Compensation / Benefits- inclusive workplace
- ongoing learning and development opportunities
- competitive compensation and benefits
- flexible work arrangements
- comprehensive health benefits for family
- generous paid leave and holidays
Responsibilities- Own the product vision, roadmap, and execution for Wealth Management platforms and experiences
- Act as a Wealth Management SME with knowledge of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, and operations
- Translate business needs into PRDs, user stories, workflows, and product specs
- Collaborate with engineering and architecture on APIs, data models, and platform modernization
- Lead AI adoption in the product and delivery lifecycle using AI-enabled tools
- Leverage AI-assisted frameworks to accelerate documentation, workflows, and delivery
- Use data and user insights to inform prioritization and improve experiences
- Adapt strategies to different client ecosystems and evolving AI capabilities
- Communicate with business/tech stakeholders, managing risks, dependencies, and trade-offs
Key requirements- 8+ years in Wealth Management, Financial Services, or related Product Management roles
- Strong experience with advisor platforms, client portals, onboarding, servicing, and wealth reporting ecosystems
- Proven delivery of complex enterprise platforms in Agile/Scrum
- Knowledge of APIs, data platforms, integrations, and cloud concepts (AWS preferred)
- Practical experience using GenAI / AI-enabled workflows in product or delivery
- Ability to operate across strategy, product, technology, data, and execution
- Strong communication, structured thinking, and executive presence
- communication
- structured thinking
- executive presence
- APIs
- data platforms
- cloud concepts (AWS)
