Product Manager
Core
Define product vision and strategy for AI-native wealth management platform to expand value for independent financial advisors.
Role type
Senior Product Manager (B2B SaaS)
Builds
Proprietary tech platform, client portal, and AI-driven financial planning tools for advisors
Domain
Fintech / Wealth Management
Deliverable
product features
Required skills
Product strategy, roadmap prioritization, market research, user research, technical sense, B2B software development, AI tool usage
Preferred skills
Startup founding experience, fintech domain knowledge, technical degree
Technologies
Cursor, Claude, Claude Code
Responsibilities
Identify market opportunities and create product vision, build and update roadmap with prioritization framework, research market and customer problems, write product specifications, own projects end-to-end from inception to production, drive project completion with engineering and design, craft product messaging, evaluate product success via metrics
Seniority
Senior, hands-on IC
