2 часа назад
Senior Product Manager (AI/Fintech)
170 000 - 240 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Product Manager (AI/Fintech): Leading the portfolio reporting experience for an AI-powered wealth-management platform, translating complex financial and market data into clear, trusted, actionable insights with an accent on investment reporting, quantitative analysis, and regulated financial products. Focus on shaping product strategy, evaluating data dependencies and vendor integrations, and using customer evidence to improve reporting outcomes.
Location: Hybrid, based in San Francisco, Los Angeles, or Dallas, United States
Salary: $170,000–$240,000 USD annually
Company
is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, affordability, and quality of financial advice.
What you will do
- Own the product strategy and long-term roadmap for the portfolio reporting experience.
- Research advisor and end-client needs through interviews, market research, competitive analysis, and product analytics.
- Translate complex financial concepts, calculations, and data workflows into accurate and actionable product experiences.
- Partner with Engineering and Design to scope and ship high-impact products, maintain the backlog, and improve delivery speed and quality.
- Evaluate reporting requirements, data dependencies, vendor capabilities, market-data partnerships, and integrations.
- Work with Customer Success, Market Data, Compliance, Product Marketing, and other product teams to manage risk, drive adoption, and improve customer outcomes.
Requirements
- 5+ years of product management experience, preferably in fintech, investment management, or another data-intensive product environment.
- Strong financial acumen and knowledge of investment concepts, portfolio analysis, performance measurement, and reporting standards such as GIPS.
- Experience working with financial, market, or portfolio data and communicating quantitative concepts clearly.
- Understanding of modern product discovery and delivery practices, with a track record of measurable product results.
- Experience in a regulated industry and appreciation for accuracy, auditability, controls, and operational risk.
- Deep technical literacy, strong written and verbal communication skills, and a STEM or quantitative bachelor's or master's degree.
Nice to have
- Familiarity with market-data providers such as Morningstar.
- CFA qualification.
Culture & Benefits
- Values include kindness, brilliance, humility, ownership, growth mindset, and grit.
- Healthcare, dental, and vision insurance plans, plus a 401(k) with a 4% match and immediate vesting.
- Sixteen weeks of paid parental leave after one year of employment.
- Professional development opportunities, employee mobility, and an annual learning and development budget.
- Financial guidance program and additional company discounts and perks.
- One month of work-from-anywhere access, with exceptions for certain countries.
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