Digital Product Manager (AI/ML, Fintech or Technology - Driven Organizations)
Core
Digital Product Manager leading the Goals Optimization Engine, a proprietary wealth management platform integrating AI/ML and emerging technologies for global B2B2C clients.
Role type
Senior IC Digital Product Manager (AI/ML & Fintech)
Builds
Scalable digital wealth experiences, new product capabilities, and AI-enabled features for the Goals Optimization Engine.
Domain
Fintech / Wealth Management / Artificial Intelligence
Deliverable
production ML models | product features
Required skills
Product lifecycle management, user and market research, requirements definition, stakeholder partnership, go-to-market planning, deployment coordination, risk assessment, success metric definition, business planning, competitive analysis, Agile methodologies, data-driven decision-making, AI tool proficiency, product discovery, use case definition, implementation tradeoff analysis.
Preferred skills
CFA, CAIA, FRM, CQF, blockchain/tokenization/digital assets/Web3 product concepts, advanced AI tool usage for product discovery and research.
Technologies
Microsoft Excel, AI tools, analytics and business intelligence tools, visualization tools, platform products, APIs.
Responsibilities
Analyze business needs across advisory, retirement, and private wealth segments; support product lifecycle from discovery to launch; conduct user and market research; translate business needs into requirements and user stories; partner with engineering, data, and investment teams; evaluate emerging fintech opportunities including digital assets and blockchain; support go-to-market planning; coordinate client deployment and training; collaborate on portfolio solutions; work with legal and compliance teams; maintain product documentation; support testing and release readiness; define success metrics and monitor performance; contribute to business planning and roadmap discussions.
Seniority
Mid-Senior, hands-on IC

