Sr. Product Manager - Advisor Experience

New York, NY · Remote · USD 142,000-223,000 · Remote · Posted Oct 6, 2026

At a glance

The Senior Product Manager will lead and shape the Advisor experience for Registered Investment Advisors (RIAs) across web and mobile platforms.
This role involves leveraging AI to transform platform data into context-aware insights that simplify daily operations for wealth managers.
The position requires owning the product roadmap, analyzing user feedback, and collaborating with cross-functional teams to drive feature adoption.

Build a deep understanding of the Advisor persona within the RIA segment and their workflows.
Collaborate with cross-functional partners to author a long-term product direction across mobile and web surfaces.
Partner with AI and engineering teams to refine AI-powered insights for financial advisors.
Translate business goals into detailed requirements, user stories, and acceptance criteria.
Monitor adoption and engagement metrics to evaluate feature performance and refine workflows.
Articulate the core purpose and value of product initiatives to support go-to-market teams.

5 or more years of experience in Product Management.
Experience navigating the full product lifecycle from launch to scaling and optimization.
Practical experience incorporating AI/ML capabilities into workflow applications.
Prior experience in wealth management, fintech, or the RIA ecosystem.
Ability to balance qualitative user insights with quantitative analytics for prioritization.
Legally authorized to work in the United States without requiring current or future visa sponsorship.