Sr. Product Manager

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

Requirements:

• 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