Director, Product Management -Investment Systems and AI

Director, Product Management – Investment Systems & AI

Location: Boston, MA – On-Site
Industry: Investment Management
Employment Type: Full-Time

About the Opportunity

A leading investment management firm is seeking a Director, Product Management – Investment Systems & AI to lead the strategy, development, and adoption of technology and AI-enabled solutions supporting its investment organization.

This highly visible role will sit at the intersection of investment professionals, technology, data, AI, and business operations. The Director will work closely with investment teams to understand business needs, identify opportunities for improvement, and translate those requirements into effective technology solutions.

The ideal candidate combines knowledge of investment environments with strong product management, technology transformation, AI, automation, and stakeholder-management capabilities. This is a business-facing technology role requiring someone who can move comfortably between strategic planning and hands‑on execution.

Key Responsibilities

Product Management & Investment Technology

• Lead product strategy and priorities for technology solutions supporting the investment organization.
• Partner with investment professionals to understand business requirements, challenges, and technology needs.
• Translate business needs into product requirements, roadmaps, priorities, and implementation plans.
• Manage initiatives from concept and requirements gathering through testing, rollout, and ongoing enhancement.
• Evaluate existing investment systems and processes and identify opportunities for modernization, integration, and improved user experience.
• Coordinate across business stakeholders, internal technology teams, and external vendors to deliver solutions.

AI, Automation & Process Improvement

• Identify and prioritize opportunities to use generative AI, automation, and emerging technologies to improve investment and business processes.
• Lead the design, prototyping, implementation, and integration of AI-enabled tools, workflows, and automation solutions.
• Partner with business and technology teams to modernize manual or inefficient processes and incorporate new capabilities into existing systems and applications.
• Evaluate emerging technologies based on business value, usability, scalability, and measurable impact.

Stakeholder Management, Adoption & Governance

• Build strong relationships across investment, technology, operations, and other business functions.
• Serve as a key liaison between business users and technical teams.
• Lead demonstrations, working sessions, training, and rollout activities for new technology capabilities.
• Gather user feedback and incorporate business needs into product enhancements and future priorities.
• Develop documentation, best practices, and resources supporting effective use of new systems and AI capabilities.
• Work within established technology, data, security, compliance, and AI governance frameworks.
• Partner with appropriate internal stakeholders on matters involving confidential information, technology risk, and responsible AI use.

Candidate Profile

The successful candidate will bring experience within investment management, financial services, consulting, or another highly analytical professional environment, combined with strong product management and technology transformation capabilities.

Candidates should demonstrate:

• Experience working with investment professionals and/or complex financial or analytical business functions.
• Strong product management experience, including requirements gathering, prioritization, implementation, testing, and rollout.
• Demonstrated interest and hands‑on experience with AI, automation, and emerging technology.
• Experience implementing or managing technology solutions addressing meaningful business requirements.
• Ability to translate between business stakeholders and technical teams.
• Strong business analysis, workflow, and process‑improvement capabilities.
• Experience introducing new systems, tools, or technology capabilities within an organization.
• Excellent communication, presentation, and stakeholder‑management skills.
• Ability to manage multiple priorities in a fast‑paced professional environment.
• Strong judgment when working with confidential and sensitive information.

Preferred Experience

• Experience within investment management, private markets, asset management, or related financial services.
• Familiarity with investment systems and platforms supporting investment professionals.
• Experience with CRM, document management, collaboration, data, or enterprise productivity platforms.
• Hands‑on familiarity with generative AI and AI‑enabled productivity solutions.
• Exposure to AI agents, workflow automation, scripting, or low‑code/no‑code technologies.
• Experience managing technology vendors or technical resources.
• Experience developing training, documentation, or technology‑adoption programs.

The Opportunity

This role offers the opportunity to help shape how technology supports a modern investment organization. The Director will work across initiatives spanning investment systems, AI, automation, data, and process improvement.

We are looking for someone who can bring structure to complex business needs, develop strong partnerships with end users and technical teams, and move initiatives from concept through implementation.

The position is particularly well suited for someone who enjoys working at the intersection of investment management, product management, technology, and emerging AI capabilities, and who is equally comfortable setting direction and driving execution.

Base salary range: $225,000-$250,000 + Bonus