Product Manager

Job Description

Founding Product Manager, AI-Native Wealth Management Start-Up (Consumer, AI)

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New York, NY (Flatiron, On-site)

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I’m working with a New York start-up that is rebuilding wealth management with AI. Most people still get reactive advice: an annual check-in, a financial plan that sits in a document, and an advisor juggling hundreds of clients. Their platform keeps a living picture of each client, spots when life changes happen and adjusts the plan before the client thinks to ask. It takes the low-value work off advisors so they can focus on the parts that need a person.

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The model is working. The company launched by acquiring advisory firms, so it had real advisors, real clients and over $1B in client assets from day one. It has raised a $64M Series A and is less than a year out of stealth. The team is around 15 people.

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The Role

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This is the company’s first Product Manager. So far the product has been shaped by engineers and wealth advisors, and this hire brings the product lens. It’s a hands-on individual contributor role, working directly with the founder and the engineering team.

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Typical work includes:

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• Owning the advisor platform and the consumer-facing client experience end to end
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• Setting priorities, scoping work, launching and iterating
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• Turning ideas into clear workstreams and timelines with engineering
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• Pushing back on engineers and leadership when needed, and keeping it collaborative
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• Shaping the AI features at the core of the platform
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• Building a lightweight product function from 0 to 1
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Product Focus

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Consumer fintech, AI agents and agentic workflows, AI/LLM features, product analytics.

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What they’re looking for

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• 5 to 10 years as a Product Manager, with title progression to Senior PM, Lead PM or Product Lead
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• End-to-end ownership of a consumer (B2C) product at a start-up: discovery, scoping, launch and iteration
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• Time at a well-known, high-growth company or start-up
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• Hands-on experience shipping AI features and using AI tools day to day
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• A clear story behind each career move
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• Founding PM or early-stage experience is a strong plus
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• Fintech, wealth or other regulated consumer experience is a plus but not required
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• Your track record matters more than where you studied
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The Opportunity

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• Be the first PM and work directly with the founder, with no layers in between
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• Own the product end to end and set up how product works as the company scales
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• $200,000 to $300,000 base plus equity and bonus
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• Fully on-site in Flatiron, New York City
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• Open to US citizens, Green Card holders and visa transfers (such as OPT or H-1B transfers)
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