Product Manager

Project managementSeniorFull-time

Our client is an international advisory firm serving UHNWIs and Family Offices across North America and Asia. Together, we are building a digital wealth management platform that helps clients manage investments, protect assets, and plan their legacy with greater efficiency, security, and transparency.

Our mission is to combine financial expertise with modern technology to help clients preserve, grow, and transfer wealth across generations.

This is a unique opportunity to create a product from the ground up and make a direct impact in one of the most exclusive markets in financial services.

We are seeking a Product Manager. Who  will be responsible for defining the product vision, building the roadmap, and leading the execution of our flagship platform. From idea to MVP and beyond, you will collaborate with internal experts, advisory partners, and development teams to deliver a product that sets a new standard in digital wealth management.

What You’ll Do


  • Define and own the product vision and roadmap.


  • Lead discovery sessions with stakeholders and subject matter experts.


  • Translate complex financial needs into clear product requirements and features.


  • Oversee UI/UX design, functional requirements, and MVP delivery.


  • Manage the product backlog and drive Agile delivery with cross-functional teams.


  • Partner with external development teams to ensure high-quality execution.


  • Monitor performance, gather feedback, and continuously improve the product.


  • Expand the product with advanced features such as tax optimization and cross-border estate planning.


What We’re Looking For


  • 5+ years of product management experience, ideally in fintech, wealth management, or financial services platforms.


  • Track record of taking a product from concept to launch.


  • Strong knowledge of asset management, estate planning, or related financial domains.


  • Experience working with external software development partners.


  • Skilled in Agile/Scrum methodologies and backlog management.


  • Excellent communication and stakeholder management skills.


  • Analytical, detail-oriented, and comfortable working in a dynamic, fast-paced environment.


What We Offer


  • The chance to build a flagship product from scratch in the wealth management sector.


  • Collaboration with global market experts and top advisory professionals.


  • A high-impact role with ownership and autonomy.


  • Competitive compensation and performance-based incentives.


  • Flexible hybrid/remote working model with international collaboration.