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

About Datalign

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, Relationship

AI 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.

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 decisions need to account for how Halo reinforces and is reinforced by the rest of the platform.
• Making hard prioritization calls with limited resources. This is a seed-stage company, not a business unit inside a large org. You’ll feel the cost of every wrong bet.

• You know how to build great AI products. This is non-negotiable. You’ve shipped AI-driven products — whether that’s LLM-based applications, multi-agent systems, ML pipelines, or AI-powered consumer experiences. You understand the difference between a demo and a product, and you know what it takes to get AI into production at a quality bar users trust.
• You…