Lead AI Product Manager

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📋 Description

• Define and lead the AI product strategy and 12–18 month roadmap across participant engagement, advisor enablement, plan administration, and investment-related experiences
• Identify, assess, and prioritize AI opportunities using customer research, behavioral data, workflow analysis, and competitive insights
• Establish clear success metrics and own business outcomes such as engagement, adoption, operational efficiency, and retirement readiness improvements
• Lead discovery with advisors, plan sponsors, administrators, and participants to translate business needs into clear product requirements and technical specifications
• Partner closely with engineering teams to evaluate prototypes, guide product trade-offs, and support rapid iteration through launch
• Ensure solutions meet compliance, legal, risk, and fiduciary standards within a regulated financial services environment
• Drive go-to-market planning, rollout sequencing, stakeholder communication, and adoption measurement for AI-enabled products
• Build alignment across senior stakeholders in business, technology, compliance, and investment teams while influencing without direct authority

🎯 Requirements

• Bachelor’s degree in Computer Science, Engineering, Finance, Economics, Mathematics, or a related quantitative field required
• 8+ years of product management experience
• At least 4 years in AI or machine learning product roles within technology, fintech, or financial services
• Proven experience delivering AI-powered products from discovery through launch and measurable adoption
• Strong knowledge of LLM-based products, retrieval-augmented generation, agentic workflows, model evaluation frameworks, experimentation methods, and data-informed product development
• Ability to write high-quality product requirements and technical specifications for engineering teams
• Experience working in regulated environments and partnering with compliance, legal, and risk stakeholders
• Strong understanding of retirement, wealth, or financial services products, including fiduciary considerations and participant or advisor workflows
• Excellent communication, prioritization, and stakeholder management skills, with the ability to influence senior leaders and cross-functional teams

🏖️ Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• [REDACTED] Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
• Paid volunteer time — 40 hours per calendar year
• Annual cash incentives, sales incentives, and/or long-term incentives based on the role

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