Lead AI Product Manager
Core
Define and execute AI product strategy for digital and wealth management solutions serving retirement plan participants, financial advisors, and plan sponsors.
Role type
Senior individual contributor AI product manager
Builds
AI-powered experiences for participant engagement, advisor enablement, plan administration, and investment
Domain
Financial services / Wealth management / Retirement planning
Deliverable
product features
Required skills
AI product strategy, large language models (LLM), agentic systems, AI evaluation, regulated product development, customer research, behavioral data analysis, workflow analysis, compliance and risk management, go-to-market planning
Preferred skills
Advanced degree in quantitative field, experience in fintech or financial services
Technologies
LLMs, retrieval-augmented generation, agentic workflows, model evaluation frameworks
Responsibilities
Define 12–18 month AI product roadmap, prioritize AI opportunities using customer research and data, establish success metrics for engagement and efficiency, lead discovery with stakeholders to define requirements, partner with engineering to guide trade-offs and iteration, ensure compliance with fiduciary standards, drive go-to-market execution
Seniority
Senior, hands-on IC
