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. Requirements 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. Core Competencies 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. #J-18808-Ljbffr Jobtailor