About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Information Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Contract Details

This is a 6‑month contractor opportunity based in Irvine, CA. The role requires onsite presence ~4 days per week (client site). Employment type: CONTRACTOR. Interviews will be conducted virtually.

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What You’ll Do

We are seeking a Senior Product Manager with deep Wealth Management domain expertise to lead advisor and client platform experiences at the intersection of product, technology, data, and AI. You will:

• Own product vision, roadmap, and execution for Wealth Management platforms and advisor/client experiences.
• Serve as a Wealth Management subject-matter expert across advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, alternatives, and operations.
• Translate business needs into PRDs, user stories, workflows, journey maps, and clear product specifications.
• Partner closely with engineering and architecture teams on APIs, integrations, data models, workflow orchestration, and platform modernization efforts.
• Drive AI adoption in product and delivery lifecycles, leveraging GenAI and AI-assisted tooling to improve delivery speed and quality.
• Use data analysis and user insights (including SQL-based queries) to prioritize work, simplify workflows, and measure outcomes.
• Adapt product and AI strategies across different client ecosystems and continuously evolve solutions as capabilities mature.
• Communicate effectively with business and technology stakeholders, managing risks, dependencies, and trade-offs.

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Required Qualifications

• 8+ years of experience in Wealth Management, Financial Services, or related Product Management roles.
• Deep experience with advisor platforms, client portals, custodians, onboarding, servicing, and wealth reporting ecosystems.
• Proven track record delivering complex enterprise platforms in Agile / Scrum environments.
• Strong understanding of APIs, integrations, data platforms, and cloud concepts (AWS preferred).
• Practical experience applying GenAI / AI-enabled workflows within product, delivery, or operations teams.
• Ability to operate across strategy, product, technology, data, and execution.
• Excellent communication, structured thinking, and executive presence.

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Nice to Have

• Experience with Outsourced Advisory Solutions (OAS), TAMPs, or platform-based wealth models.
• Exposure to AI agents, workflow automation, BMAD/SpecKit-like frameworks, or AI-first delivery models.
• Consulting or large-scale transformation experience.
• Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.

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Skills & Tools

• Portfolio Management & Wealth Reporting domain knowledge
• Advisor platforms and client portals
• APIs & integrations, platform modernization
• SQL — ability to write basic queries for analysis
• Cloud concepts (AWS preferred)
• GenAI and AI-assisted developer/product tools (e.g., Claude, Copilot, VS Code tooling)
• Agile / Scrum product delivery

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Interview & Timeline

• Interview process: virtual screening and technical/product conversations with cross-functional stakeholders.
• Start: Immediate (6‑month contract). Applicants are encouraged to apply early — the client may review candidates as applications arrive.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.