Product Manager, Platform Solutions

• Product Strategy & Roadmap: Own and evolve the strategic product roadmap, aligning initiatives with company goals, market opportunities, emerging technologies, and user needs.
• AI Innovation & Integration: Identify opportunities to leverage artificial intelligence, including generative AI, AI agents, and intelligent automation, to improve platform capabilities, optimize workflows, and enhance the overall user experience.
• Product Discovery & User Experience: Serve as the voice of the user, gathering and prioritizing feature requests, enhancements, and opportunities based on client feedback, internal stakeholders, market research, and industry insights.
• Product Requirements & Execution: Translate business needs and product strategy into clear, detailed requirements, user stories, and acceptance criteria to guide development teams.
• Cross-Functional Collaboration: Partner closely with engineering, AI development, design, service, and sales teams to deliver high-quality, scalable solutions on time and within scope.
• AI Product Development: Collaborate with technical teams to evaluate AI capabilities, define use cases, and support the development, testing, and implementation of AI-driven features, ensuring they deliver meaningful business value.
• Product Performance & Adoption: Monitor product performance, adoption metrics, AI feature utilization, and user feedback to measure success and drive continuous improvement.
• Market & Technology Awareness: Stay informed on wealth management, fintech, AI, and emerging technology trends to identify opportunities for innovation, competitive differentiation, and platform growth.
• Stakeholder Communication: Clearly communicate product priorities, roadmap decisions, and feature progress to internal stakeholders, leadership, and external partners.

Skills/Qualifications

• Experience working with financial advisors, wealth management, or investment platforms.
• Strong understanding of SaaS platforms, fintech technologies, and modern software product development practices.
• Experience working with AI-powered products, generative AI, or AI-driven solutions, with an understanding of how these technologies can be applied to improve business processes and user experiences.
• Familiarity with large language models (LLMs), AI agents, conversational AI, and intelligent automation, including their capabilities, limitations, and practical business applications.
• Ability to identify, evaluate, and prioritize AI use cases based on user needs, technical feasibility, and business impact.
• Proven experience managing product roadmaps and successfully delivering software products or features from concept through launch.
• Experience collaborating with cross-functional engineering, design, and technical teams in an Agile development environment.
• Strong analytical, problem-solving, and decision-making skills, with the ability to use data and user insights to inform product decisions.
• Excellent communication, interpersonal, and stakeholder management skills.
• Detail-oriented, resourceful, and adaptable in a fast-changing environment.
• Self-motivated with a proactive approach to identifying opportunities, solving problems, and driving innovation.