Associate Product Manager AI Powered Wealth & Investment Management Platform

About the role

Associate Product Manager – AI-Powered Wealth & Investment Management Platform We are looking for as Associate Product Manager to help build and scale an AI-powered Wealth & Investment Management Platform for wealth institutions and advisers. The role will shape product vision, roadmap, UX and go-to-market, translating complex client, advisory and portfolio-management processes into configurable, scalable capabilities.

What you'll do

• Product Strategy & Roadmap
• Define product vision, positioning and roadmap along with the Product Manager; track client expectations, regulations, competitors, WealthTech and AI trends
• Define differentiated propositions across mass affluent, affluent, HNW and UHNW customer segments and institutional investment clients
• Prioritize capabilities and measure client engagement, adviser productivity, efficiency, adoption and growth
• Domain & Product Capabilities

What you need

• 8–10 yrs of experience
• Portfolio management
• Reporting
• KYC
• AML
• Product strategy
• Accounting
• CFA or MBA

Good to have

• CFA
• CRM
• Go-to-market
• Machine learning
• LLMs