💼 About This Role

You'll own end-to-end responsibility for driving investment product adoption and revenue growth across our customer base. You'll report to the COO, partner with cross-functional teams, and leverage AI-powered experimentation to scale a rapidly growing wealth management platform.

🎯 What You'll Do

• Own adoption and revenue of investment management products
• Deploy AI-assisted experimentation across the full funnel
• Drive cross-functional alignment across Sales, Product, and Engineering
• Build repeatable playbooks and agentic workflows

📋 Requirements

• 5-8+ years in product management, general management, or strategy & operations
• Proven track record of taking a product or business line from 0 to 1
• Experience driving outcomes in cross-functional environments without formal authority
• Demonstrated ability to leverage AI tools to 10x productivity

✨ Nice to Have

• Experience in fintech, wealth management, or B2B SaaS
• Background in consulting (e.g., MBB)
• Familiarity with investment products or wealth management go-to-market

🎁 Benefits & Perks

• 💰 Competitive salary and equity
• 🏖️ Unlimited PTO + paid holidays
• 🏥 Medical, dental, and vision plans
• 🍽️ Lunch and snacks provided in office
• 🧠 Mental health care (Spring Health)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3On-site / final rounds· 3 hours