3 дня назад
Assistant Vice President, Product Management (AI)
171 300 - 214 120$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Assistant Vice President, Product Management (AI) (Wealth Management): Owns the technology roadmap for AI-native advisor tools, including advisor copilots, meeting preparation, client context, proposal generation, and next-best-action, with an accent on product discovery, measurable adoption, and regulated financial-services delivery. Focus on evaluating LLM and agent behavior, designing model-quality metrics, partnering with engineering, and leading product managers across advisor workflows.
Location: Boston, Massachusetts, United States; onsite at 121 Seaport Blvd
Annual base salary: $171,300–$214,120 USD
Company
provides financial and wealth management services focused on improving customers’ financial futures.
What you will do
- Own a 12–18 month technology product roadmap for advisor copilots, client context, proposal generation, next-best-action, and book management.
- Partner with Wealth Management leaders, advisors, field operations, distribution, and engineering to identify problems and define digital solutions.
- Write PRDs and technical specifications, establish model-quality and latency criteria, and evaluate RAG pipelines and agent behavior.
- Lead rapid AI prototype cycles and ensure outputs support advisor judgment through appropriate human-in-the-loop controls.
- Coordinate launches with Compliance, Legal, Supervision, field enablement, and operations, including training and adoption measurement.
- Lead a small product management team, coach junior PMs, and influence VP-level stakeholders.
Requirements
- 10+ years of product management experience, including at least 4 years in AI/ML or digital product roles.
- Experience shipping digital or AI-powered products to production and owning measurable adoption outcomes.
- Prior product ownership in wealth management, brokerage, financial services, or another regulated environment.
- Production LLM experience, including prompt design, context-window management, structured outputs, agentic AI, model evaluation, SQL, A/B testing, cohort analysis, and shadow deployments.
- Strong knowledge of advisor workflows, managed accounts, proposal and portfolio construction, custody and clearing, suitability, Reg BI, fiduciary considerations, and FINRA supervision.
- FINRA Securities Industry Essentials (SIE) required or must be obtained early in employment. Bachelor’s degree required; Series 7 and advanced credentials are beneficial.
Nice to have
- Advisor-platform product experience at a broker-dealer, RIA platform, asset manager, or wealth-focused fintech.
- CFP, CFA, CIMA, PMP, SAFe, or equivalent certification.
- Experience building 0→1 AI products, MCP integrations, multi-agent products, or advisor research programs.
Culture & Benefits
- Health, dental, vision, and life insurance plans.
- 401(k) plan with company matching contributions of up to 6% and an employer-paid cash balance retirement plan.
- Tuition reimbursement of up to $5,250 per year.
- 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
- 40 hours of paid volunteer time per calendar year.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
4 дня назад
VP of Product Management (Conversational AI and Digital Servicing)
215 000 - 311 750$
5 дней назад
Director of Product (Agentic Commerce)
192 300 - 307 600$
4 дня назад
Group Product Manager (Fintech)
212 000 - 274 000$
3 дня назад
AI Product Manager
127 000 - 155 000$
6 дней назад
Senior Product Manager (AI)
150 000 - 170 000$
3 дня назад
Director of AI Product Management (AI)
215 000 - 305 000$