Sr. Product Manager

We are looking for a Lead Product Manager to drive product strategy, roadmap, and execution for our wealth technology platform. You will work closely with engineering, wealth advisory, operations, and distribution teams to build scalable financial products and digital experiences that serve investors, advisors, and distribution partners. This role requires a strong product mindset, deep analytical thinking, and the ability to build products from concept to scale in a fast-growing fintech environment. The core responsibilities for the job include the following: Product Strategy and Roadmap: Define product vision and roadmap aligned with the company's mission of building a unified wealth operating platform.Identify opportunities to improve investment workflows, analytics, portfolio management, and advisor productivity.Drive product discovery through market research, user insights, and data analysis. Product Development and Execution: Own end-to-end product lifecycle: ideation, PRDs, development, launch, and iteration.Collaborate with engineering teams to deliver scalable, secure, and high-performance fintech products.Translate business requirements into clear product specifications and user stories. Platform and Feature Development: Work on building and improving capabilities such as the following: Multi-asset investment execution platforms, Portfolio analytics and reporting, Advisor/distributor platforms, Wealth dashboards for investors, CRM and operational tools for financial advisors, Insurance and cross-sell integrations Stakeholder Collaboration: Work closely with wealth advisors, operations, compliance, and distribution teams to translate business needs into product features.Partner with leadership to prioritize product initiatives and ensure alignment with company growth goals. Data and Performance: Define and track key product metrics (adoption, engagement, transaction flows, revenue).Use data to drive product decisions and continuous improvement. Requirements: 6-9 years of experience in product management.Experience building fintech, wealthtech, or financial platforms is highly preferred.Experience working with multi-product or platform ecosystems.Strong product thinking and problem-solving ability.Experience writing PRDs, product roadmaps, and user stories.Strong understanding of platform products, APIs, and integrations.Data-driven decision-making skills.Ability to work cross-functionally with engineering and business teams. Good to Have: Experience with wealth management, investment platforms, or financial distribution.Understanding of mutual funds, PMS, AIF, bonds, insurance, or portfolio analytics.Experience in B2B2C or marketplace products. We are looking for a Lead Product Manager to drive product strategy, roadmap, and execution for our wealth technology platform. You will work closely with engineering, wealth advisory, operations, and distribution teams to build scalable financial products and digital experiences that serve investors, advisors, and distribution partners. This role requires a strong product mindset, deep analytical thinking, and the ability to build products from concept to scale in a fast-growing fintech environment. The core responsibilities for the job include the following: Product Strategy and Roadmap: Define product vision and roadmap aligned with the company's mission of building a unified wealth operating platform.Identify opportunities to improve investment workflows, analytics, portfolio management, and advisor productivity.Drive product discovery through market research, user insights, and data analysis. Product Development and Execution: Own end-to-end product lifecycle: ideation, PRDs, development, launch, and iteration.Collaborate with engineering teams to deliver scalable, secure, and high-performance fintech products.Translate business requirements into clear product specifications and user stories. Platform and Feature Development: Work on building and improving capabilities such as the following: Multi-asset investment execution platforms, Portfolio analytics and reporting, Advisor/distributor platforms, Wealth dashboards for investors, CRM and operational tools for financial advisors, Insurance and cross-sell integrations Stakeholder Collaboration: Work closely with wealth advisors, operations, compliance, and distribution teams to translate business needs into product features.Partner with leadership to prioritize product initiatives and ensure alignment with company growth goals. Data and Performance: Define and track key product metrics (adoption, engagement, transaction flows, revenue).Use data to drive product decisions and continuous improvement. Requirements: 6-9 years of experience in product management.Experience building fintech, wealthtech, or financial platforms is highly preferred.Experience working with multi-product or platform ecosystems.Strong product thinking and problem-solvi