Enabling smarter investment decisions and better client communications.

Product Manager

Product ManagerProduct ManagerFull TimeRemoteTeam 51-200Since 2009H1B No SponsorCompany Site LinkedIn

Location

Illinois

Posted

115 days ago

Salary

$115K - $185K / year

Bachelor Degree3 yrs expEnglish

Job Description

• Lead end-to-end product management for AI-enabled features and workflows. • Develop product specifications/PRDs aligned with business goals and customer needs. • Work iteratively with UI/UX to design intuitive experiences. • Partner closely with Engineering to guide development and ensure alignment to requirements. • Coordinate go-to-market with Marketing, Sales, CS, and Training teams. • Track product adoption, usage patterns, customer feedback, and enhancement requests. • Engage regularly with customers, prospects, and internal stakeholders to shape roadmap. • Maintain strong awareness of industry trends, competitive landscape, and new technical capabilities.

Job Requirements

Working understanding of AI technologies, model behavior, vector search, and integration patterns.
Familiarity with the Wealth Management or Asset Management ecosystem and workflows.
Strong product management fundamentals, including requirements definition, prioritization, iteration, stakeholder alignment, and roadmap planning.
Strong analytical, critical thinking, and communication skills.
Proven experience planning or delivering products using:
Large Language Models (LLMs) and Retrieval-Augmented Generation (RAG) Model
Context Protocol (MCP) servers
Agentic or automated workflow systems
3+ years of product management experience in SaaS, preferably in Financial or WealthTech.

Benefits

100% employer-paid health, dental, and vision insurance.
401(k) match to support your financial future.
Opportunities for internal mobility and cross-functional collaboration.
Flexible time off, vacation days, sick days, and a celebration day.
Paid parental leave to support work-life balance.
Professional development stipend to help you grow in your career.
Hybrid work schedule with flexibility to work both in-office and remotely.
Summer hours so you can enjoy more sunshine.
A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year.
Recognition programs to celebrate contributions and milestones.
Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.