Senior Product Manager

Job overview

The Senior Product Manager role is an in-office position based in Santa Barbara, CA, or Houston, TX. The posting lists a salary of $198,500–$218,500 per year. Mission Wealth provides wealth management services to affluent families and describes a focus on clients’ financial futures. The role shapes and delivers technology roadmaps for advisors and client-facing teams. It translates business needs into scalable tools and workflows, including automation and AI-enabled solutions, to increase advisor capacity, reduce manual work, and improve employee and client experiences.

What you'll do

• Own and maintain product roadmaps for advisor technology, workflow automation, and AI-enabled productivity tools
• gather requirements and document workflows
• prioritize business needs
• identify ways to reduce manual work and improve handoffs and data quality
• evaluate and improve tools for advisor productivity, client service, CRM workflows, meeting preparation, follow-up, reporting, onboarding, and knowledge access
• coordinate with Compliance, Data, IT security, vendors, and internal teams
• support testing, training, rollout, and adoption
• measure adoption, time savings, workflow consistency, and client-facing visibility.

What we're looking for

Skills & competencies

senior product manager

wealth management

advisor technology

product roadmaps

workflow automation

ai-enabled tools

crm

santa barbara ca

houston tx

mission wealth

$198,500–$218,500/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision
• team-based compensation plan
• pathways to equity partner
• 401(k)/profit sharing
• volunteer time off
• family medical leave
• sabbaticals
• wellness benefits
• educational reimbursement.

Why this role

The posting identifies this as an in-office role based in either the Santa Barbara or Houston office and states that employer-sponsored work authorization is not available.

About the employer

Mission Wealth Management LP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.