Product Manager (Fintech) - IoInvesto
Core
Strategic product leadership for IO+, a proprietary digital wealth management platform serving fee-only financial advisors, integrating AI agents for onboarding and recommendations.
Role type
Senior Product Manager (B2B SaaS Fintech)
Builds
IO+ platform (wealth monitoring, portfolio management, CRM, compliance, compensation)
Domain
Fintech / Wealth Management / Regulated Financial Services
Deliverable
production ML models | product features
Required skills
B2B SaaS product management, strategic roadmap definition, PRD writing, SQL, Django/Python technical fluency, data-driven prioritization, mobile-first strategy, KPI definition (adoption, retention, time-to-value), AI tool operationalization (Claude, Cursor, ChatGPT)
Preferred skills
Experience in highly regulated sectors (insurtech, health, legal), hands-on prototyping (Figma, HTML, Bubble)
Technologies
Django, Python, SQL, Figma, HTML, Bubble, Claude, Cursor, ChatGPT
Responsibilities
Guide strategic roadmap across commercial tiers (Start, Lite, Pro), write PRDs and technical specs mapping to Django models and SQL databases, manage and prioritize backlog under regulatory constraints (MiFID II, AML, KYC), coordinate rollout of native AI agents with compliance guardrails, lead mobile-first interface overhaul, collaborate with dev/design/compliance teams and end-users, monitor product KPIs
Seniority
Senior, hands-on IC
