Product Manager – Private Wealth Management

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🕒 October 29, 2025

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Pierce Professional Resources

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2003

🏢 Enterprise

🎯 Recruiter

Enterprise • Recruitment • Consulting

Pierce Professional Resources is a company specializing in technical and workforce solutions aimed at helping businesses evolve. They offer a range of services including technical staffing, automation and AI, cloud solutions, data modernization, digital transformation, and UI/UX consulting. Additionally, they provide agile leadership coaching, PMO services, and assist with transactional mergers and acquisitions. With over 30 years of experience, Pierce Professional Resources emphasizes delivering exceptional technical solutions and personalized services for their clients, aiming to optimize operations and drive innovation. They focus on building partnerships by deeply understanding client needs and providing customized solutions to achieve success.

📋 Description

• Oversee the development and management of products in the private wealth management sector • Collaborate with stakeholders to understand market needs and deliver on product vision • Lead cross-functional teams in product design, development, and launch • Analyze product performance and gather user feedback for continuous improvement • Ensure compliance with regulatory requirements and industry standards • Conduct training sessions for internal teams and clients on product features and functionalities • Maintain documentation related to product workflows, specifications, and user instructions • Foster strong relationships with clients and internal teams to drive successful product adoption

🎯 Requirements

• Bachelor’s Degree required • 5+ years of work experience in product management and the financial services sector • Experience in wealth management ideal but not required • Excellent verbal and written communication skills with the ability to lead calls and trainings • Outstanding analytical and problem-solving skills; ability to synthesize differing requirements • Strong attention to detail; strong logical and analytical thinker • High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality • Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity • Commitment to excellence and a high level of integrity • Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions • Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders • Ability to balance quality work while meeting short deadlines