What are the responsibilities and job description for the Sr. Product Manager position at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC?
Who We Are
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
We are seeking a Senior Product Manager, Wealth Management to lead the Wealth Management Product Team and drive the strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, clients, and internal business partners. This leader will partner across Product, Technology, Operations, Compliance, Risk, vendors, and executive stakeholders to deliver scalable, compliant, and client-focused solutions. The ideal candidate has deep wealth management product experience, strong delivery discipline, and the ability to lead complex initiatives across platforms, data, reporting, workflow automation, and vendor integrations.
Key Responsibilities
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
We are seeking a Senior Product Manager, Wealth Management to lead the Wealth Management Product Team and drive the strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, clients, and internal business partners. This leader will partner across Product, Technology, Operations, Compliance, Risk, vendors, and executive stakeholders to deliver scalable, compliant, and client-focused solutions. The ideal candidate has deep wealth management product experience, strong delivery discipline, and the ability to lead complex initiatives across platforms, data, reporting, workflow automation, and vendor integrations.
Key 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.
- 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.
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
- Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Salary : $129,300 - $172,300