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Product Manager (Private Wealth Management)

Pierce
New York City, United Statesfull_timeVerifiedPosted 26 Apr 2026

About the role

  • 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 

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 

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Company

Pierce

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