As a Senior Product Manager, you will drive the integration of artificial intelligence across a suite of financial advisor platforms, ensuring intelligent features are both powerful and intuitive. You'll define the strategic direction for AI-powered capabilities, working closely with engineering, data science, and design to deliver solutions that measurably improve how advisors serve their clients.
Key Responsibilities
- Lead the development of the AI product roadmap, focusing on automation and intelligence that elevate advisor performance and client engagement.
- Collaborate with technical and non-technical stakeholders to translate machine learning outputs into seamless, user-centered experiences.
- Champion ethical product development by advocating for transparency, fairness, and explainability in algorithmic decision-making.
- Leverage quantitative data and qualitative insights to form hypotheses, run experiments, and refine features that deliver real business value.
- Align with design, marketing, and customer success to ensure consistent, impactful product experiences across all touchpoints.
Qualifications
- 5–10+ years in product management, preferably with enterprise or B2B platforms at scale.
- Proven ability to think systemically, balancing technical complexity with user needs and business goals.
- Strong grasp of AI and ML concepts, with experience shaping data-driven user experiences.
- Empathetic, user-focused mindset that prioritizes human expertise in intelligent systems.
- Skilled in using analytics and research to guide decisions and measure impact.
- Experienced in fast-moving environments, with a history of delivering complex products through collaboration.
- Technically curious, able to engage deeply with data models, APIs, and system architecture.
- Excellent communicator, effective in remote and distributed team settings.
Work Environment
This role operates in a remote-first environment with team members across the United States, Canada, India, and Singapore. Regional hubs support local collaboration, but flexibility is prioritized. The company promotes a culture of ownership, innovation, and putting customers first, guided by principles of collective success and bold thinking.
