Senior Product Manager - Financial Services AI

Location: Full-time remote in Canada or the United States

Annual base salary: $160,000–$180,000 USD, plus eligibility for incentive plans

Company

A global SaaS company providing an AI-powered revenue execution platform that helps customer-facing organizations turn business signals into measurable outcomes.

What you will do

• Define the financial services AI strategy, roadmap, and product requirements based on customer, market, and regulatory needs.
• Translate financial services requirements for search, retrieval, relevance, explainability, compliance, governed content, personalized engagement, and regulated workflows into platform capabilities.
• Develop segment-specific requirements across asset management, wealth management, banking, and insurance.
• Partner with the core AI team and the Product, Engineering, and Design triad to coordinate execution.
• Collaborate with Analytics, Compliance, Content Automation, Digital Outreach, and customer-facing teams on engagement, content insights, and business outcomes.
• Validate high-value use cases and convert customer and subject-matter-expert feedback into prioritized roadmap decisions.

Requirements

• Experience defining product requirements for enterprise SaaS platforms supporting AI-enabled workflows in regulated environments; hands-on AI development experience is desired.
• Strong interest in AI, financial services, and go-to-market technology.
• Ability to translate financial services terminology, compliance needs, and workflow context into actionable product requirements.
• Experience synthesizing input from subject-matter experts, customers, go-to-market, compliance, and product teams.
• Working fluency in investment products, vehicles, approvals, disclosures, and eligibility rules.
• Ability to reason through regulated content, compliance, supervision, archival, and audit workflows.
• Practical AI fluency, including exposure to AI development concepts and translating financial services use cases into platform requirements.
• Ability to clarify roadmap priorities, coordinate execution, and communicate product tradeoffs.
• Strength in customer discovery, prototype validation, prioritization, and tradeoff communication.

Culture & Benefits

• Full-time remote work is available in Canada and the United States.
• Benefits and perks are provided according to the employee’s country.
• Participation in incentive plans is available in addition to base salary.
• Inclusive workplace with equal employment opportunity and reasonable accommodation support.