Product Manager, AI Wealth Platform

Aveni is redefining how financial institutions use AI, building production-ready agentic systems that automate adviser workflows and streamline compliance. Our Wealth platform helps advisers and paraplanners transform documentation, workflow automation and client servicing with AI-driven tooling.

We are looking for a Product Manager – Wealth to lead the evolution of Aveni Assist, scaling the product through continuous improvement and delivering measurable value that drives retention and growth.

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