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 [email protected]

Regret to inform that only shortlisted candidates will be notified.

CEI: R1988671

EA License: 14C7275

Skills

Asking Questions, Retention Management, Data Structures, Failure Modes, Prioritization, Funnels, Quality Checking, Written Communication, Product Management, Priority Management, SQL, Analytics Tools, Managing Ambiguity, feedback to customer, Metrics, Product Promotion