Product Lead - Product Experience Platform
Core
Own foundational product capabilities for client intake, document processing, household data management, and the Luminary Assistant AI infrastructure to enable scale for wealth transfer services.
Role type
Senior Product Lead (Platform & Enterprise)
Builds
Shared platform components, AI-assisted review workflows, integrations/APIs, and enterprise configuration systems for private client services.
Domain
Fintech / Wealth Management / AI-native data platforms
Deliverable
production ML models | product features | infrastructure
Required skills
B2B product management, platform product strategy, AI-native product design, enterprise integrations, data modeling, API design, permissions & access control, roadmap definition
Preferred skills
Experience in fintech or data-intensive software, building horizontal capabilities across teams, technical fluency in system boundaries
Technologies
MCP, APIs, AI infrastructure
Responsibilities
Own end-to-end experience for client intake and household data management; Build shared platform for Luminary Assistant; Own integrations and developer capabilities; Define strategy, roadmap, and success metrics for the platform area
Seniority
Senior, hands-on IC
