Senior AI Product Manager

Responsibilities

• Own and execute the product roadmap for AI-powered features or products within participant, advisor, or plan sponsor experiences.
• Translate business problems and customer needs into clear product requirements, user stories, and technical specifications.
• Partner with engineering and data science teams to support model development, testing, and deployment.
• Evaluate product performance using defined success metrics such as engagement, adoption, and operational efficiency; recommend iterative improvements.
• Conduct customer and stakeholder discovery to inform product decisions, including advisors, plan sponsors, administrators, and internal partners.
• Support prioritization of AI opportunities using available data, business context, and strategic alignment.
• Ensure product solutions align with compliance, legal, risk, and fiduciary requirements in a regulated financial services environment.
• Contribute to go-to-market planning, rollout execution, and stakeholder communication for AI-enabled features or products.
• Collaborate cross-functionally across business, technology, and risk partners, influencing decisions within the immediate product domain.

Requirements

• Bachelor’s degree in Computer Science, Engineering, Finance, Economics, Mathematics, or a related quantitative field required.
• 5–8 years of product management experience, including exposure to AI or machine learning products.
• Experience supporting delivery of AI-powered features or products from concept through launch.
• Working knowledge of AI/ML concepts, including model lifecycle, large language models (LLMs), and data-driven product development.
• Ability to write clear product requirements and partner effectively with engineering and data science teams.
• Experience working in regulated environments and collaborating with compliance, legal, and risk stakeholders.
• Understanding of retirement, wealth, or financial services products and related workflows.
• Strong communication, prioritization, and stakeholder management skills.