Product Manager – Platform Solutions

We are seeking a Product Manager to drive the strategy, vision, and evolution of our platform solutions, including the integration of artificial intelligence (AI) to enhance user experiences and streamline workflows. The ideal candidate will have wealth management and/or fintech expertise, hands-on experience with AI-powered products and technologies, strong leadership skills, and a proven track record of shaping and delivering impactful product strategies. This is an excellent opportunity for a driven professional who is passionate about innovation, emerging technologies, and creating intelligent, user-centric solutions that deliver measurable value to financial advisors and their clients.

Primary Responsibilities

• Product Strategy & Roadmap: Own and evolve the strategic product roadmap, aligning initiatives with company goals, market opportunities, emerging technologies, and user needs.
• AI Innovation & Integration: Identify opportunities to leverage artificial intelligence, including generative AI, AI agents, and intelligent automation, to improve platform capabilities, optimize workflows, and enhance the overall user experience.
• Product Discovery & User Experience: Serve as the voice of the user, gathering and prioritizing feature requests, enhancements, and opportunities based on client feedback, internal stakeholders, market research, and industry insights.
• Product Requirements & Execution: Translate business needs and product strategy into clear, detailed requirements, user stories, and acceptance criteria to guide development teams.
• Cross-Functional Collaboration: Partner closely with engineering, AI development, design, service, and sales teams to deliver high-quality, scalable solutions on time and within scope.
• AI Product Development: Collaborate with technical teams to evaluate AI capabilities, define use cases, and support the development, testing, and implementation of AI-driven features, ensuring they deliver meaningful business value.
• Product Performance & Adoption: Monitor product performance, adoption metrics, AI feature utilization, and user feedback to measure success and drive continuous improvement.
• Market & Technology Awareness: Stay informed on wealth management, fintech, AI, and emerging technology trends to identify opportunities for innovation, competitive differentiation, and platform growth.
• Stakeholder Communication: Clearly communicate product priorities, roadmap decisions, and feature progress to internal stakeholders, leadership, and external partners.

Skills/Qualifications

• Experience working with financial advisors, wealth management, or investment platforms.
• Strong understanding of SaaS platforms, fintech technologies, and modern software product development practices.
• Experience working with AI-powered products, generative AI, or AI-driven solutions, with an understanding of how these technologies can be applied to improve business processes and user experiences.
• Familiarity with large language models (LLMs), AI agents, conversational AI, and intelligent automation, including their capabilities, limitations, and practical business applications.
• Ability to identify, evaluate, and prioritize AI use cases based on user needs, technical feasibility, and business impact.
• Proven experience managing product roadmaps and successfully delivering software products or features from concept through launch.
• Experience collaborating with cross-functional engineering, design, and technical teams in an Agile development environment.
• Strong analytical, problem-solving, and decision-making skills, with the ability to use data and user insights to inform product decisions.
• Excellent communication, interpersonal, and stakeholder management skills.
• Detail-oriented, resourceful, and adaptable in a fast-changing environment.
• Self-motivated with a proactive approach to identifying opportunities, solving problems, and driving innovation.

Preferred Requirements

• Bachelor's degree in Finance, Business, Computer Science, Information Technology, or a related field.
• 3+ years of product management experience with SaaS or platform solutions, preferably within the wealth management or fintech industry.
• Hands-on experience managing or contributing to the development and launch of AI-powered features, products, or workflows.
• Familiarity with AI tools and platforms such as ChatGPT, Microsoft Copilot, Claude, or similar generative AI technologies.
• Understanding of AI product development considerations, including prompt engineering, data privacy, accuracy, reliability, and responsible AI practices.
• Experience defining success metrics and evaluating the performance, adoption, and business impact of AI-powered features.
• Proficiency with Jira, Figma, and Microsoft Office products.

Preferred Requirements
$130k, 15%
This is a remote position