8 дней назад
Sr. Product Manager - Advisor Experience (AI/Fintech)
142 000 - 223 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Product Manager - Advisor Experience (AI/Fintech): Building web and mobile product capabilities for Registered Investment Advisors, with an accent on AI-powered, context-aware insights and advisor workflows. Focus on shaping the product roadmap, translating business goals into requirements, and optimizing adoption through qualitative and quantitative analysis.
Location: New York, NY, United States. Candidates must be legally authorized to work in the United States without current or future visa sponsorship and must be authorized to start on the first day.
Base salary: $142,000–$223,000 USD annually, plus bonus, equity, and benefits.
Company
is a global data and AI platform that helps investment professionals use portfolio, market, and client data to make informed decisions.
What you will do
- Own the advisor experience for Registered Investment Advisors across web and mobile products.
- Develop a long-term product direction based on advisor workflows, user feedback, and adoption metrics.
- Partner with AI and engineering teams to refine personalized, context-aware insights for financial advisors.
- Translate business goals into product requirements, user stories, and acceptance criteria.
- Monitor feature performance and engagement to improve workflows and the overall advisor experience.
- Communicate product value to stakeholders and go-to-market teams.
Requirements
- 5 or more years of Product Management experience across the full product lifecycle.
- Practical experience incorporating AI/ML capabilities into workflow applications.
- Experience in wealth management, fintech, or the RIA ecosystem.
- Experience collaborating across Product, Design, Engineering, Client Success, and client-facing teams.
- Ability to combine qualitative user research with quantitative analytics for prioritization and decision-making.
- U.S. work authorization without current or future visa sponsorship is required.
Nice to have
- Experience working with front-office wealth advisors.
Culture & Benefits
- Values ownership, collaboration, client impact, innovation, and continuous learning.
- Compensation includes base salary, bonus, equity, and benefits.
- is an equal opportunity employer committed to inclusion and reasonable accommodation.
Hiring process
- Formal interviews are required before an offer is made.
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