The Role:You'll own a product area from the first customer conversation to the revenue it brings in: vision, roadmap, execution, launch and the numbers after. Think of your role as running a business, collaborating with engineering, design, data and go-to-market. Depending on where you'll have the most impact, that could be AI for back-office operations, the tools advisors live in every day, growth, or the platform underneath it all.
Responsibilities:- Own the vision, strategy and roadmap for your area. Say no to most things so the few that matter actually ship.
- Get close to customers. Sit with advisors and our ops team until you know which problems are worth solving, and which aren't.
- Prototype first. Use Claude Code, Cursor or whatever's fastest to put something real in front of users before engineering commits a sprint.
- Lead the whole cross-functional crew: engineering, design, data, sales, marketing and operations, from idea to launch to adoption.
- Own the outcome. Set the metrics before you build, check them after you ship, and know how your area makes money and what it costs to run.
- Write specs people read. Short, clear and ready for a decision.
- Help shape how product works at an AI-native company.
Must Have:- 5+ years in product management, or building product as an engineer or founder, ideally at a fast-growing startup. Less is fine if you learn crazy fast. We hire for slope.
- AI is your first move, not an afterthought. You use Claude, Claude Code or Cursor every day and you've built real things with them. Show us.
- You get how AI products work: prompting, retrieval, evals, and when not to trust the model.
- Commercial chops. You're as comfortable talking pricing, unit economics and go-to-market as you are talking about features.
- Strong product taste, and enough technical depth to go toe to toe with engineers.
- Comfortable with data, and quick to notice when it's lying to you.
- You write and communicate clearly.
- Low ego, high ownership. You'd rather fix the problem than make excuses with nuances
Nice to have:- Shipped AI or LLM products to real users.
- Fintech, financial services or wealth management experience. We can teach you the industry.
- Founded a company, or built a product line from zero.
Not sure you check every box? Apply anyway. Seriously.
Benefits:- Competitive salary and equity package
- We offer a generous relocation package to help top talent make the move to our NYC office
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
- NYC office in Union Square
- Lunch and snacks provided in the office, & dinner if you stay late
- Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
