Product Manager (Private Wealth Management)

Pierce Technology Corp is seeking a Product Manager (Private Wealth Management) to join our team in New York, New York, United States. In this full-time role, you'll lead the vision and roadmap for products serving high-net-worth clients and wealth advisors.

Position Summary

As Product Manager for Private Wealth Management, you'll own the complete product lifecycle for solutions built to serve affluent clients, financial advisors, and wealth management professionals. This is a strategic role combining market insight, technical literacy, and business acumen to drive adoption and engagement among sophisticated users managing complex financial relationships.

Day-to-Day Responsibilities

• Define and communicate product strategy and roadmap aligned with market demand and client needs in private wealth
• Gather requirements and feedback from wealth advisors, relationship managers, and end-client stakeholders to inform feature development
• Work cross-functionally with engineering, design, and operations to prioritize features, resolve technical trade-offs, and deliver on timeline
• Analyze competitive offerings and emerging trends in private wealth technology to identify differentiation opportunities
• Monitor product performance through analytics, user research, and business metrics; iterate based on data and user behavior
• Create product documentation, specification documents, and go-to-market materials for new releases
• Support sales and client success teams by understanding use cases and communicating value to prospects and accounts

Requirements

• 3+ years of product management experience, preferably in financial services, wealth management, or adjacent fintech domains
• Demonstrated ability to manage complex, multi-stakeholder products and navigate regulatory or compliance considerations
• Strong analytical and data-driven mindset; comfort translating metrics into product insights and decisions
• Excellent communication and presentation skills; ability to influence and align cross-functional teams
• Experience with SaaS product lifecycle, including feature scoping, prioritization, and launch execution
• Knowledge of private wealth management, investment platforms, or advisory tools is a plus
• Bachelor's degree in business, finance, computer science, or related field, or equivalent professional experience

Why Join Pierce Technology Corp

Pierce Technology Corp is built to serve the private wealth industry with innovative, trustworthy solutions. You'll collaborate with a talented team solving meaningful problems for high-value clients while building products that matter. Your work will directly impact how advisors and wealth managers operate, helping them better serve their clients while streamlining their operations.

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