Build the Future of AI for Financial Advisors

This is a 01 product role with real ownership. You wont be optimizing the margins of an existing feature-youll be deciding what should exist in the first place. From intelligent onboarding to compliance-aware automation, youll shape the agentic layer that advisors rely on every day.

• You own the 2why2 and the 2what2
• Youre building in a high-stakes domain
• Youll work directly with users who matter
• You define what 2good AI2 looks like
• You operate at the center of everything

This role is remote or hybrid, working three days per week onsite in our Needham, MA headquarters.

What Youll Own

Agentic Product Strategy & Delivery

You are the product owner for Advisor360s advisor-facing agentic experiences. The platform team provides the foundation (LLMs, RAG, agent infrastructure). You decide what to build on top of it and why.

• Own the product strategy, roadmap, and delivery of agent-powered products across advisor workflows: intelligent onboarding, client servicing, compliance, and emerging use cases
• Define new AI product concepts from 0 to 1, taking them from discovery through launch and iteration with a bias toward rapid experimentation
• Translate advisor needs and firm-level goals into product requirements that AI Engineering and Design can execute against
• Own quality and release decisions for your products; you define what 2good2 means for end users and hold the bar on what ships
• Define experiments and measure outcomes using data and KPIs to validate product-market fit, assess feature success, and surface opportunities for improvement

Customer Discovery & Go-to-Market

The best AI products start with a deep understanding of the people using them. You will spend real time with advisors and firms to make sure what we build actually solves their problems.

• Deeply understand the needs of advisors working in BDs and RIAs through customer interviews, usability testing, and data analysis, ensuring each product genuinely boosts advisor and firm efficiency
• Lead product launches in partnership with sales, marketing, training, and customer success, with a strong focus on measurable adoption and business impact
• Manage projects from concept to launch, including continuous product discovery, rapid prototyping, writing technical requirements, and conducting user testing to ensure high-quality outcomes
• Develop and validate pricing, packaging, and positioning for AI capabilities in collaboration with go-to-market teams

Cross-Functional Leadership

You will sit at the intersection of AI Engineering, Data Science, Design, and the business. Your job is to keep these teams aligned on what matters and moving together.

• Partner closely with PMs across the business to ensure product needs show up in platform and data roadmaps; you are their most important internal customer
• Collaborate with Compliance and Legal to ensure AI behavior stays predictable, explainable, and appropriate for regulated use cases
• Foster an empowered, outcome-focused team culture where cross-functional teams have the autonomy and tools to make key product decisions
• Guide and mentor other Product Managers on best practices, including PSVs, PRFAQs, and WBRs; act as a thought leader for AI product innovation within Advisor360

Who You Are

Core Requirements

• 7+ years of product management experience, with a track record of delivering AI-powered or technically complex B2B products, ideally including experience taking a product from 0 to 1
• Deep customer empathy and strong product discovery instincts. You have spent real time with users, and you know how to translate what you learn into products that work
• Strong enough technically to work productively with AI Engineering and Data Science teams. You understand how ML, LLMs, RAG, and agentic systems work enough to make good product tradeoffs
• Experience defining quality criteria, success metrics, and release standards for products where 2correctness2 is not binary; you are comfortable with probabilistic systems and know how to set the bar
• Proven ability to drive alignment across engineering, design, data science, and go-to-market teams without positional authority
• Clear, precise communicator who can translate between engineering depth and executive context
• Data-fluent: comfortable with SQL, BI tooling, and using quantitative evidence to make product decisions

Strongly Preferred

• Experience in financial services, wealth management, or another highly regulated industry (fintech, healthcare, legal tech) where compliance and trust serve as design constraints, not afterthoughts
• Experience launching AI-powered products to enterprise customers; you understand the adoption curve and the trust gap
• Strong understanding of the wealth management value chain: advisor workflows, BD/RIA dynamics, firm-level economics
• Experience with pricing, packaging, or commercialization of AI/SaaS capabilities

Why Youll Love Working With Us:

Its not just about work-its about building a career and enjoying the ride!

The estimated base salary range for this position is $175,000-$225,000 + bonus & equity.

Advisor360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.

Advisor360 is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

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