Lead AI Product Manager
Core
Define and execute AI product strategy for digital and wealth management solutions, supporting retirement plan participants, financial advisors, and plan sponsor clients.
Role type
Senior individual contributor AI product manager
Builds
AI-powered experiences for participant engagement, advisor enablement, plan administration, and investment-related workflows
Domain
Financial services / Wealth management / Retirement planning
Deliverable
production ML models | product features
Required skills
AI product strategy, large language models (LLM), agentic systems, AI evaluation, regulated product development, product roadmap planning, go-to-market execution, stakeholder influence, compliance and risk management, retirement/wealth product knowledge
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 and lead AI product strategy and 12–18 month roadmap; Identify and prioritize AI opportunities using customer research and behavioral data; Establish success metrics for engagement, adoption, and operational efficiency; Lead discovery with advisors and sponsors to translate needs into requirements; Partner with engineering to evaluate prototypes and guide trade-offs; Ensure solutions meet compliance, legal, and fiduciary standards; Drive go-to-market planning and adoption measurement
Seniority
Senior, hands-on IC
