Lead Product Manager - AI Investment Research SaaS

Lead Product Manager

New York City — In Office (5 days/week)

About Our Client

Our client is a profitable, bootstrapped company building AI-powered tools that support investment research workflows for top-tier deal teams, including major private equity firms, professional services firms, and consulting practices. The company has a growing team and has seen strong year-over-year revenue growth, with continued rapid growth trajectory expected. They are expanding into new verticals including investment banking, hedge funds, and research firms.

Role Description

Our client is hiring a Lead Product Manager to own the core research workflow and help build a product team focused on developing new 0-1 add-on products. This is a high-ownership individual contributor role responsible for the day-to-day product execution loop — aligning with Customer Success, users, engineering, and design on specs and tradeoffs, driving QA, and shipping frequently. There is a clear path to grow into a leadership role as the company scales.

What You'll Do

• Own the roadmap and execution for the core research workflow
• Work closely with Customer Success and users to understand workflows, pain points, and what "great" looks like
• Partner with Engineering and Design to prioritize, scope, and ship quickly
• Drive QA and release readiness: testing plans, bug triage, launch checklists, and iteration plans
• Keep stakeholders aligned (founders, engineering, design, CS) through lightweight, high-signal communication
• Join sales and CS calls to demo the product and new features, explain capabilities clearly, and translate customer needs into product priorities

What Success Looks Like

• Increased shipping velocity, with a goal of one major new feature per week
• Improved adoption of new features and modules
• Improved customer responsiveness — faster feedback, clearer decisions, faster fixes and improvements

Sample Projects

• Interview guide generation: defining structure and workflow for how teams create structured interview guides, building an AI-assisted creation experience, and driving rollout and adoption
• Live transcription: validating demand for faster transcript access during calls, aligning on feasibility, and piloting/rolling out the feature
• Call anonymization: defining requirements for anonymizing transcripts, partnering with design/engineering on an intuitive workflow, and driving adoption

About You

• 5+ years of experience shipping SaaS products in fast-moving teams (B2B a plus, strong B2C also welcomed)
• Strong product execution skills — able to make good tradeoffs, unblock teams, and focus on MVP shipping
• Experience owning a 01 build end-to-end, from problem discovery and MVP scope through launch, iteration, and impact
• Comfortable working directly with customers and senior stakeholders, including a sales-adjacent component to the role
• A builder mentality, comfortable using AI coding tools to make tweaks directly
• Preference for low ceremony / high accountability, avoiding process for its own sake
• Excellent written and verbal communication
• NYC-based and willing to work five days per week in-office
• Bonus: experience at a large consulting firm

Compensation & Benefits

• Estimated base salary $190K–$230K, plus equity
• Competitive benefits package including private healthcare
• Additional perks provided

3631852