Our client is an AI-native wealth management firm that is changing financial advice from reactive to proactive. Their platform keeps a continuously updated picture of each client, so advisors can anticipate needs and respond to life changes as they happen. Having acquired advisory firms with more than $1B in client assets, they serve real advisors and clients from day one. They're now hiring their first Product Manager to own the advisor platform and the client-facing experience end to end.
This is an exciting opportunity to shape a product function from the ground up, working directly with the founder and engineering team at the intersection of AI and finance.
Why Join?
- Join as the first product hire, with the autonomy to define how product works at the company and help build a lean, effective product function as the team grows
- Take end-to-end ownership of two distinct products: a professional platform for financial advisors and a consumer-facing experience for their clients
- Build for an established user base of practicing advisors and more than $1B in client assets, so your work has measurable impact from day one
- Design and ship AI features that remove repetitive work for advisors and deliver more personal, proactive advice in a regulated, trust-driven industry
- Earn a competitive package of $200K–$300K base, plus founding-stage equity and a performance bonus
- Work on-site in New York, as part of a close-knit, fast-moving team where collaboration happens in person
- OPT and H-1B transfers supported for eligible candidates
What We're Looking For
- 5–10 years of product management experience, with a strong record of delivering customer-facing products that drove clear, measurable results
- Proven end-to-end ownership of a product area at a B2C startup, covering discovery, scoping, launch and continuous iteration
- Experience at a high-growth, well-regarded startup or technology company
- At least one AI-powered feature you've shipped yourself, and AI tools built into your daily product workflow
- A clear preference for a hands-on individual contributor role, with the confidence to work closely with engineering
- Product experience in fintech, investing, banking or wealth management is highly preferred
- Experience as an early-stage or founding PM building products from 0 to 1 is a strong plus
- Experience with complex system migrations or cloud-native architecture is a plus