Product Manager

Product Manager

Job Description

We're looking for our first dedicated Product Manager. The product is already in the hands of customers - what's missing is the person who turns signals from customers, founders, engineering, and compliance into a defensible set of priorities and clear goals the development team can execute against. This is not a role where requirements are handed to you to write up: you'll make product decisions, own the reasoning behind them, and be accountable for whether they were right. You'll work across a product that spans AI agent behavior, integrations with the systems advisors already use, and compliance-critical workflows - and as the product grows beyond its current B2B surface, you'll bring the data instincts to know whether a new product is actually gaining traction.

• Own prioritization: gather feedback from customers, founders, engineering, and compliance, synthesize it into a coherent picture (these three requests are actually the same problem), and turn it into a prioritized roadmap the team commits to - including deciding, and defending, what we're not doing.
• Translate priorities into clear, actionable product definitions - PRDs and acceptance criteria concrete enough that engineers can start building without a round of clarifying meetings, especially for compliance-relevant behavior.
• Define and track the product metrics that tell us whether what we shipped is working - adoption, activation, retention, and task-completion quality - and use them, not just opinions, to drive the next round of prioritization. As we explore future consumer-facing products, you'll own the traction metrics that tell us honestly whether something is working.
• Define what good means for AI agent features, where output is inherently less deterministic than typical software - working with engineering on acceptance standards and evaluations that catch real quality problems without chasing every variation.
• Make the product decisions behind our human-in-the-loop approval experience and audit-trail features - balancing user trust, friction, and regulatory expectations in a compliance-sensitive domain.
• Talk to customers (wealth managers and their firms) directly - run discovery conversations, watch how they actually use the product, and turn what you learn into decisions rather than a pile of notes.
• Keep the development team aligned day to day: clear goals per cycle, clear reasoning for changes, and clear written decision records so nobody has to reconstruct why did we decide this from memory.

Job Requirements

• 4-7 years of product management experience in B2B SaaS, including time as the first or only PM on a team - you're used to making calls without a product lead above you, and standing behind them.
• A track record of synthesizing conflicting stakeholder input into a clear, prioritized direction - and of saying no, in writing, with reasons.
• Strong data fluency: you're comfortable defining metrics, reading funnels, and reasoning about activation, retention, and traction - you can tell the difference between a product that's growing and one that's just being demoed. Enough hands-on comfort with analytics tooling (or SQL) to answer your own questions.
• Strong written communication - PRDs, decision records, and priority calls clear enough that an engineer can act on them immediately.
• Enough technical depth to have real conversations with engineers about tradeoffs - API integrations, failure modes, data boundaries - without needing to write the code yourself.
• Experience shipping (or deeply working on) AI/LLM-powered product features, including grappling with how to define quality for non-deterministic output.
• Comfortable with ambiguity: given raw customer feedback and a rough business goal, you can find the signal and set direction yourself.

Nice-to-Have

• Experience in regulated, compliance-sensitive domains such as financial services or wealth management.
• Experience taking a consumer (to-C) product from launch to measurable traction.
• Experience at a seed-to-Series-A stage startup, where you helped build the product practice rather than inheriting one.
• Comfortable running customer conversations in English.

Interested candidates, please send your CVs on [Confidential Information]

Regret to inform that only shortlisted candidates will be notified.

CEI: R1988671

EA License: 14C7275