AI Product Owner - Fintech - Remote
Wealthdynamix
About this role
Wealth Dynamix is seeking an AI Product Owner to define, shape, and deliver AI capabilities for their Client Lifecycle Management platform. The role involves translating client needs into AI solutions, managing the end-to-end delivery cycle, and working closely with technical and client-facing teams to ensure responsible, ethical, and impactful AI features.
Skills
About Wealthdynamix
wealth-dynamix.comWealth Dynamix provides intelligent Client Lifecycle Management (CLM) software — including CRM and digital onboarding — tailored for private banks, wealth managers and asset managers. Its platform helps firms prospect, onboard and manage clients, streamline operations and grow assets under management (AuM). Wealth Dynamix emphasizes data-driven client insights, personalised communications and integration with existing systems to improve advisor productivity and client experience. Firms use it to automate onboarding, maintain compliance and deliver scalable, innovative wealth services.
About Wealthdynamix
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Wealthdynamix.
Salary
$154k – $201k
per year