Product Manager
Core
Lead the evolution of investment advisor and broker platforms to increase advisor reach and broker conversion, centering on the Porto ecosystem client.
Role type
Senior Product Manager (Financial Services)
Builds
Digital platforms for investment advisors and brokers (Boletagem, Hub Assessor, COL)
Domain
Financial Services / Investment Advisory
Deliverable
product features
Required skills
End-to-end product management, stakeholder management, continuous discovery, product metrics definition, incentive design, regulatory compliance translation, experimentation, B2B2C product experience
Preferred skills
Generative AI application, complex system integration, regulated financial products experience, investment advisory regulations knowledge
Technologies
N/A
Responsibilities
Conduct continuous discovery with advisors and brokers to identify platform bottlenecks; Define strategy and roadmap prioritizing advisor span and broker conversion; Evaluate AI application opportunities for advisor and broker journeys; Design incentive dynamics to reduce conflict of interest; Translate complex business rules into clear engineering specifications; Conduct experiments and pilots to validate hypotheses; Define and track key metrics with the data team; Manage commercial and business stakeholders; Plan and execute feature launches ensuring regulatory adherence (CVM, ANBIMA)
Seniority
Senior, hands-on IC