Sr. Product Manager - Advisor Experience
Core
Lead and shape the Advisor experience for Registered Investment Advisors (RIAs) on web and mobile platforms, leveraging AI to turn platform data into tailored, context-aware insights for wealth managers.
Role type
Senior Product Manager (Fintech/Wealth Management)
Builds
Advisor-facing product features and AI-powered insights for Registered Investment Advisors
Domain
Fintech, Wealth Management, AI/ML
Deliverable
product features
Required skills
Product management lifecycle ownership, AI/ML integration in workflows, RIA/wealth management domain knowledge, cross-functional partnership, data-driven prioritization, go-to-market strategy
Preferred skills
Front-office wealth advisor experience, mobile and web platform expertise
Technologies
AI, ML, Web platforms, Mobile platforms
Responsibilities
Author long-term product direction for mobile and web surfaces, Partner with AI and engineering to refine AI-powered insights, Translate business goals into requirements and user stories, Monitor adoption and engagement metrics to refine workflows, Articulate product value to go-to-market teams
Seniority
Senior, hands-on IC
