Role Overview 

We are seeking a Senior Product Manager to turn financial advisor pain points into validated, high-impact AI use cases. This role is a critical member of a dedicated discovery team, responsible for deeply understanding advisor workflows, designing experiments, and providing evidence-based recommendations for what should be built.

Success is measured by the clarity, validity, and impact of use cases, and by how quickly they move from discovery to validated prototypes.

What Success Looks Like:

• High-priority financial advisor workflows are clearly validated and actionable 
• Experiments produce clear evidence for go/no-go decisions
• Prototypes effectively communicate workflow improvements 

Why This Role Matters 

This role bridges the gap between financial advisor needs and AI execution. You ensure what gets built is meaningful, usable, and impactful, reducing wasted effort downstream and increasing adoption. 

Key Responsibilities 

• Conduct in-depth research and interviews to uncover financial advisor pain points and workflows 
• Translate findings into prioritized, actionable AI use cases 
• Define success metrics and go/no-go criteria for experiments 
• Collaborate with AI Experience Designers and Forward-Deployed Engineers to prototype solutions 
• Partner with Head of Product to align on priorities and roadmap 
• Document workflow patterns, adoption insights, and validation evidence
• Continuously iterate on experiments based on user feedback 

Required Skill Sets 

• AI product leadership – Experience owning and scaling AI-powered products from concept to production. 
• LLM & model fluency – Working knowledge of modern AI approaches (ML, LLMs, RAG, prompt design, evaluations, quality trade-offs). 
• Experimentation & validation – Ability to design experiments to validate product ideas and AI behavior before and after launch.
• User workflow discovery – Proven strength in translating complex user workflows into effective AI-assisted experiences. 
• Data-driven decision-making – Defines and tracks success metrics across adoption, impact, and AI performance. 
• Technical collaboration – Credible partner to ML, engineering, design, and compliance teams on feasibility, risk, and delivery. 
• Responsible AI awareness – Understands bias, safety, privacy, and reliability considerations in AI products. 
• Strategic prioritization – Balances short-term delivery with long-term AI platform and product vision. 

Qualifications 

• 7+ years of product management experience
• Experience with AI and SaaS
• Strong analytical, research, and synthesis skills 
• Excellent communication and documentation skills 

Total Cash Compensation Range

$203,970–262,230 USD Annual

Inclusive of annual base salary and target incentive