Head of Product Management & Innovation

As a founding PM of the newly formed Innovation team, you will build and ship solutions with real complexity and scale to tens of thousands of clients. You will also play a key role in foundational decisions about architecture, design, systems, data, product, and business strategy.

This is a rare opportunity to build product at the 0 to 1 stage, and ship it immediately to scale. You will work directly with Will Peng, Chief Innovation Officer — a former founder of a fintech company that raised $40M and exited in 2025.

Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement. We serve high- and ultra-high-net-worth individuals and families, business owners, and institutions with comprehensive financial planning, investment, tax, and retirement solutions.

Advice, service, and care do not bend to compensation, affiliation, or convenience — and they do not bend to the size of the client. The Innovation Team at Cerity Partners

Cerity Partners' Innovation Team is the firm's center of excellence for the strategy and deployment of technology and applied AI.

We are combining the best of technology and professional services to build the future of financial services. We believe the biggest opportunity is in the application of AI to scaled, complex industries like wealth and investment management — to raise the bar for quality of service, in service to our clients.

We are extremely ambitious and entrepreneurial, and approach innovation with a "blank sheet of paper" mindset — so there will be no shortage of exciting technical challenges to work on.

Our vision is to build the new OS of wealth intelligence. We are building the entire AI stack — harness, context, memory, evals, agents, models, workflows, data, knowledge — both in applying it to wealth management, as well as in how we work and collaborate with each other.

Sprint Management: Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.

Stakeholder Alignment: Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.

Cross-Functional Project Leadership: Manage and coordinate projects that span multiple technology domains including data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development.

Backlog Management: Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment, ensuring development teams always have clear priorities.

Requirements Refinement: Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.

Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.

Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.

Quality Assurance: Collaborate with development teams to define acceptance criteria and ensure delivered solutions meet business requirements and quality standards.

Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones.

7+ years of experience as a Product Owner or Product Manager in a technology environment

• Salesforce platform familiarity is required - understanding of Salesforce customization, development processes, and integration capabilities
• Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations
• Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes
• Strong experience with Agile methodologies and sprint management practices.
• Experience working with cross-functional teams including data engineering, software development, and business operations
• Demonstrated ability to operate in ambiguity and building 0-to-1 products from first principles rather than established processes.
• Experience with project management and collaboration tools (familiarity with Asana and Confluence a plus)
• Health, dental, and vision insurance – day 1!
• Flexible PTO policy
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.