Associate Product Manager - AI-Powered Wealth & Investment Management Platform
Job Description
Associate Product Manager – AI-Powered Wealth & Investment Management Platform
Location: Chennai, India (Preferred) | Experience: 7–10 Years | Domain: Wealth & Investment Management
About the Role
We are looking for as Associate Product Manager to help build and scale an AI-powered Wealth & Investment Management Platform for wealth institutions and advisers. The role will shape product vision, roadmap, UX and go-to-market, translating complex client, advisory and portfolio-management processes into configurable, scalable capabilities. The role combines wealth expertise, product thinking and commercial acumen with AI-led innovation.
Key Responsibilities
Product Strategy & Roadmap
- Define product vision, positioning and roadmap along with the Product Manager; track client expectations, regulations, competitors, WealthTech and AI trends.
- Define differentiated propositions across mass affluent, affluent, HNW and UHNW customer segments and institutional investment clients
- Prioritize capabilities and measure client engagement, adviser productivity, efficiency, adoption and growth.
Domain & Product Capabilities
- Understand workflows across banks, wealth/asset managers, family offices, advisers, brokers and custodians.
- Define onboarding, client 360, goals, risk profiling, suitability, advice, adviser workbench and digital servicing.
- Cover asset allocation, model portfolios, construction/rebalancing, corporate actions, orders, execution, accounting, risk, attribution and reporting.
AI, UX & Innovation
- Evolve wealth servicing toward personalized, AI-assisted operations.
- Define Agentic AI workflows across research, portfolio analysis, investment monitoring, client servicing and operations.
- Translate problems into personas, journeys, requirements, features and measurable outcomes.
- Design intuitive experiences for clients, advisers, portfolio managers and operations teams.
- Embed human oversight, explainability, traceability, privacy and responsible-AI controls.
Platform & Go-to-Market
- Define integration with Core Banking, CRM, portfolio/OMS, brokers, custodians, market data, KYC/AML and accounting platforms.
- Shape APIs, events, security, consent, auditability, scalability and resilience.
- Define positioning and value propositions; support client pitches, demonstrations, RFPs and strategic opportunities.
Preferred Credentials
- 7–10 years of experience in product management/ownership, wealth or investment management, private banking, advisory or related technology.
- Strong knowledge of onboarding, planning, advisory, portfolio management, trading, performance, reporting and servicing.
- Experience with wealth/portfolio platforms, investment advisory, trading, CRM or digital wealth solutions.
- Understanding of AI/ML, GenAI, Agentic AI
- Experience defining roadmaps, journeys, releases, business cases and GTM.
- Bachelor’s degree in a relevant discipline; MBA, CFA, CFP, CAIA or equivalent certification desirable.
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Mandatory Skills: NetOxygen - Functional . Experience: 8-10 Years . Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention.Source: the employer's careers page. Last checked 2026-10-23. Posted 2026-10-23.
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