Senior Product Manager, Agentic Products

Senior Product Manager, Agentic Products

At Advisor
360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class).

It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

You are the product owner for Advisor
360°'s advisor-facing agentic experiences. The platform team provides the foundation (LLMs, RAG, agent infrastructure). You decide what to build on top of it and why.

• Own the product strategy, roadmap, and delivery of agent-powered products across advisor workflows: intelligent onboarding, client servicing, compliance, and emerging use cases
• Define new AI product concepts from 0 to 1, taking them from discovery through launch and iteration with a bias toward rapid experimentation
• Translate advisor needs and firm-level goals into product requirements that AI Engineering and Design can execute against
• Own quality and release decisions for your products; you define what "good" means for end users and hold the bar on what ships
• Define experiments and measure outcomes using data and KPIs to validate product-market fit, assess feature success, and surface opportunities for improvement

The best AI products start with a deep understanding of the people using them. You will spend real time with advisors and firms to make sure what we build actually solves their problems.

• Deeply understand the needs of advisors working in BDs and RIAs through customer interviews, usability testing, and data analysis, ensuring each product genuinely boosts advisor and firm efficiency
• Lead product launches in partnership with sales, marketing, training, and customer success, with a strong focus on measurable adoption and business impact
• Manage projects from concept to launch, including continuous product discovery, rapid prototyping, writing technical requirements, and conducting user testing to ensure high-quality outcomes
• Develop and validate pricing, packaging, and positioning for AI capabilities in collaboration with go-to-market teams

You will sit at the intersection of AI Engineering, Data Science, Design, and the business. Your job is to keep these teams aligned on what matters and moving together.

• Partner closely with PMs across the business to ensure product needs show up in platform and data roadmaps; you are their most important internal customer
• Collaborate with Compliance and Legal to ensure AI behavior stays predictable, explainable, and appropriate for regulated use cases
• Foster an empowered, outcome-focused team culture where cross-functional teams have the autonomy and tools to make key product decisions
• Guide and mentor other Product Managers on best practices, including PSVs, PRFAQs, and WBRs; act as a thought leader for AI product innovation within Advisor
  360°

• 7+ years of product management experience, with a track record of delivering AI-powered or technically complex B2B products, ideally including experience taking a product from 0 to 1
• Deep customer empathy and strong product discovery instincts. You have spent real time with users, and you know how to translate what you learn into products that work
• Strong enough technically to work productively with AI Engineering and Data Science teams. You understand how ML, LLMs, RAG, and agentic systems work enough to make good product tradeoffs
• Experience defining quality criteria,…