Oscar M.
Production Coordinator
Sr. Product Manager
Santa Ana, California
Who We Are
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.What We Do
We are seeking a Senior Product Manager, Wealth Management to lead the Wealth Management Product Team and drive the strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, clients, and internal business partners. This leader will partner across Product, Technology, Operations, Compliance, Risk, vendors, and executive stakeholders to deliver scalable, compliant, and client-focused solutions. The ideal candidate has deep wealth management product experience, strong delivery discipline, and the ability to lead complex initiatives across platforms, data, reporting, workflow automation, and vendor integrations.Key Responsibilities
- Define and own product vision, roadmap, prioritization, and delivery outcomes aligned to business goals.
- Translate business needs, regulatory requirements, and client insights into actionable product strategies.
- Lead end-to-end product delivery, including discovery, requirements, backlog management, release planning, and post-launch evaluation.
- Drive execution of initiatives across advisory platforms, Salesforce integrations, reporting, data quality, operational automation, and legacy modernization.
- Collaborate with cross-functional teams (Technology, Operations, Compliance, Risk, Legal, Finance) to deliver high-quality solutions.
- Manage stakeholder and vendor relationships, ensuring alignment, governance, and clear communication.
- Lead, coach, and develop the product team while establishing consistent product management practices.
- Ensure solutions meet regulatory, risk, and operational standards and support ongoing process and data improvements.
Required Qualifications
- Bachelor’s degree or equivalent experience.
- 7+ years in product management, financial services technology, or wealth management operations.
- Prior people leadership experience managing a product team
- Strong knowledge of wealth management, investment operations, trust/custody, or related domains.
- Proven ability to manage product roadmaps, prioritize initiatives, and deliver through cross-functional teams.
- Experience navigating complex stakeholder environments with competing priorities
- Experience with Agile or structured delivery environments.
Preferred Qualifications
- Experience with platforms such as Salesforce, Wealthscape, Schwab, trust accounting platforms, fiduciary/trust administration, 1031 exchange and GIPS reporting.
- Knowledge of trust, custody, tax reporting, tax loss harvesting or investment advisory processes.
- Experience with data, reporting automation, workflow optimization, or modernization initiatives.
- Vendor management experience and relevant certifications preferred.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.Pay Range: $129,300.00 - $172,300.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
Related Content
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The REconomy Podcast
First American’s economic podcast examining the forces that influence real estate, housing and affordability, featuring First American Chief Economist Mark Fleming, Ph.D. and Deputy Chief Economist Odeta Kushi.
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Fortune 100 List for 11 Years in a Row
Proud to be ranked number 62 on the 2026 list.
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Great Place To Work
We Are Proud to be a Great Place to Work Certified Company for 11 years straight.
