Senior Product Manager, Enterprise
Core
Shape how large Registered Investment Advisor (RIA) firms set up, onboard, and run their business on an AI wealth management platform.
Role type
Senior Product Manager, Enterprise
Builds
Enterprise product areas including onboarding, firm setup, permissions, branding, and billing for complex organizations.
Domain
Fintech / Wealth Management
Deliverable
product features
Required skills
B2B2C product management, multi-sided platform experience, enterprise customer strategy, complex workflow design, product discovery, technical aptitude, data-driven decision making, cross-functional leadership, stakeholder management, strategic roadmap ownership
Preferred skills
Fintech or regulated industry experience, RIA operational knowledge, onboarding/activation expertise, platform capabilities ownership (roles, permissions, multi-level structures)
Responsibilities
Own the roadmap and delivery for enterprise product areas; Design workflows supporting complex organizations; Identify and close gaps in internal processes at scale; Partner with enterprise firms to shape product based on feedback; Lead product discovery to help sales win enterprise accounts
Seniority
Senior, hands-on IC