Principal Product Manager, Technical; IC)— Halo AI - in office

The short version:
Datalign Advisory has five AI‑powered solutions serving the wealth management industry. We’re looking for a Principal Product Manager, IC (Technical) to own our flagship product:
Halo — an AI wealth management companion that gives consumers SEC‑compliant, personalized financial guidance through coordinated AI agents, and connects them with fiduciary advisors when they’re ready.

Datalign Advisory is a Cambridge‑based fintech building the comprehensive AI‑native platform for how Americans find, evaluate, and work with financial advisors — and how advisors grow. Our platform spans five products: curated lead generation, GEOsAI geographic intelligence, RelationshipAI prospect insights, Halo consumer engagement, and a customizable agentic AI layer for advisory firms.

Most companies in this space pick one lane — they’re a matching platform, or a CRM enrichment vendor, or a scheduling tool. We’re building the integrated infrastructure layer underneath all of it, powered by a proprietary knowledge graph of 200M+ Americans.

We’ve served 100,000+ consumers, referred $80B+ in assets to 13,000+ advisors, won Financial Advisory Platform of the Year at the 2026 Fin Tech Breakthrough Awards, and recently opened our compliance‑by‑design agentic AI platform to advisory firms across the industry. We’re small, we move fast, and the problem space is genuinely hard.

Please note:

We are only accepting applications from candidates in the Greater Boston area, as this is a hybrid role with 4 days a week in office.

Halo is Datalign’s consumer‑facing AI wealth management companion. Through Plaid integration and user consent, Halo connects to a consumer’s actual financial accounts and delivers personalized guidance grounded in real data.

Under the hood, Halo is powered by specialized AI agents orchestrated across multiple domains — this isn’t a chatbot bolted onto a product, it’s intelligence native to every layer of the experience. Consumers can explore their finances independently, model scenarios against their actual numbers, and connect directly with a fiduciary advisor within the platform when they’re ready.

Halo also closes the loop on the advisor side: when a consumer uses Halo between meetings, those insights and questions flow back to the advisor as briefings. The advisor doesn’t have to spend time uncovering what’s on the client’s mind — they already know when they get on the call.

You’d own Halo end‑to‑end. That means:

• Defining the product roadmap for Halo based on what you learn from consumers, advisors, and the data — not from a roadmap inherited from a committee. At our stage, the PM is the strategy.
• Shaping the consumer experience from first interaction through advisor connection. You’ll decide how Halo builds trust, how it guides financial exploration, and where the human handoff to an advisor happens.
• Working directly with engineering and data science to ship. Halo’s architecture involves multi‑agent orchestration, compliance‑grade infrastructure, and real‑time financial data pipelines. You need to understand how these systems work well enough to make sound product tradeoffs.
• Figuring out how to measure success in a two‑sided product where the consumer experience and the advisor experience are deeply coupled. What’s good for the consumer using Halo needs to also make the advisor’s first conversation better.
• Navigating compliance constraints as a feature, not a blocker. We’re SEC‑registered. Every AI interaction in Halo carries source traceability and reasoning chains. You’ll need to think in those terms natively.
• Thinking in platform context. Halo doesn’t exist in isolation — it sits within a broader ecosystem of Datalign products. Your…