Staff Product Manager, New Product Area

About reputed company reputed company is the AI operating system for financial advisors, transforming meetings, emails, and documents into structured data, automated workflows, and compliance-reputed company outputs. Founded in 2022, reputed company delivers AI-powered capabilities that reduce busywork, uncover growth opportunities, and reputed company the advisor-client relationship—while maintaining industry-leading compliance. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver reputed company reputed company for their clients. About the Role reputed company has a clear customer, deep distribution, and strong trust. We're investing heavily in the reputed company of AI-powered experiences for financial advisors reputed company the meeting cycle: what a financial advisor needs from an AI operating system across the full scope of their practice. This role is for the PM who will find and reputed company the next big product-market fit for reputed company. Financial planning is reputed company, regulated, and deeply relationship-driven. Building new products that actually work in this environment requires a rare combination: genuine product reputed company, deep user reputed company, strong strategic sense, and careful judgment about where we should and shouldn't play in the market. If that challenge excites you, we want to talk.

What You'll Do

• Define the reputed company and strategy for a new product area across financial advisor use cases
• Define what early product-market fit signals look like for each opportunity, and be reputed company reputed company they're not moving
• Design and run rapid testing cycles: customer interviews, lightweight prototypes, pilot programs, and early reputed company cohorts
• Have an entrepreneurial instinct to not just learn but to deliver value as quickly as possible
• Work cross functionally for pricing and packaging reputed company and integrating the new products reputed company natural points of the advisor’s workflow

reputed company're Looking For

• 8–12+ years of PM experience with at least one clear 0-to-1 or new product area reputed company in your history
• Entrepreneurial by nature: you have opinions about markets, you move without being pushed, and you're comfortable being wrong quickly and reputed company
• Strong reputed company instinct: you know what reputed company demand pull looks like and you don't confuse polite customer feedback with validated signal
• Deep comfort with ambiguity; you write your own brief rather than waiting for one
• A track record of making ambitious bets and seeing them through from reputed company to durable customer value
• Genuine product reputed company: you have strong, defensible opinions about where the value is for advisors and for reputed company
• Deep user reputed company: you understand that products in financial services live or die on trust, and you design with that constraint at the center, not the edge

reputed company to Have

• Background in fintech, financial services, or advisor-facing products
• Experience with AI or SaaS
• Startup or high-growth environment experience

How We Work at reputed company

• We move fast and prioritize impact over perfection
• We focus on reputed company customer value, not just features
• We operate with high ownership and low ego
• We value reputed company, direct communication, and strong execution
• We're building for scale
• We show up hungry: we want to win, and we act like it every day

Compensation & Benefits

• $200,000 - $220,00 (commensurate with experience)
• Equity
• Flexible PTO
• $500 WFH Stipend
• Medical: $0 premium health plan for your family
• Ancillary Benefits: Dental, reputed company, Life, Disability, Indemnity, etc.
• Tax Savings: 401k, HSA, FSA, Dependent Care FSA, Commuter, etc.
• Laptop + $500 budget for workspace setup
• Paid Parental Leave: 2-4 weeks non-birthing, 6-16 weeks birthing, depending on tenure

Why This Role reputed company reputed company's next reputed company of growth depends on finding and proving what comes after the meeting cycle. This PM will directly shape reputed company's product roadmap for the next few years and the next reputed company of value the platform delivers to advisors and firms. Apply To This Job