Product Manager

Responsibilities

• Own the product lifecycle from ideation through launch and iteration— with a prototype-first approach: validate ideas with working prototypes, not just PRDs.
• Design the end-to-end experience, on-platform and off.
• Own the full journey for both advisors and the internal teams serving them — the workflows, handoffs, and SLAs behind every request — deciding where software, automation, and human expertise each belong.
• Use AI tools (Claude, Cursor, and similar) as part of your daily workflow — to prototype features, query and analyze production data, synthesize user feedback, and draft product artifacts.
• Define quality bars and evaluation approaches for features and services: what "good" looks like, how we test it, and how we monitor accuracy, trust, and adoption after launch.
• Translate complex business needs from the financial services and wealth management industry into clear product direction, working software, and actionable stories for engineering and design.
• Drive strategic thinking that aligns with company strategy, influencing leadership and the product roadmap by identifying the highest-impact opportunities for the advisor experience.
• Gather and synthesize feedback from users, stakeholders, and market trends to inform product decisions.
• Define and analyze key product metrics (adoption, automation rate, time-to-resolution, quality) to measure success and inform future decisions.

• 5+ years of product management experience; experience in financial services, wealth management, or fintech is strongly preferred.
• Direct experience shipping AI/LLM-powered features or products — or demonstrable depth building with AI tools (prototyping, agentic workflows, automation) in your day-to-day work.
• A working understanding of how LLMs behave: their strengths, failure modes, prompt and context design, and how to evaluate output quality.
• Proven track record of successfully launching 0-to-1 products and managing existing features in coordination with offered services.
• Understanding of the financial advisor ecosystem, advisory platforms, investment products, regulatory requirements, and common advisor workflows, or the ability to ramp on it quickly.
• Experience with agile development, user research and discovery; ability to articulate complex technical concepts to non-technical stakeholders and vice versa.

Demonstrates expertise in product management with a focus on AI/LLM-powered features, financial services, and wealth management. Capable of translating complex business needs into actionable product strategies while driving user‑centric design and metrics analysis.