Senior Product Manager- Walmart +

ai Full Time In Office, Boulder CO

Our platform delivers agentic workflows across the industry's core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.

Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months. Morgan) and Paralel Technologies Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures. World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.

We are driven by personal growth fueled by a beginner's mindset. More people need financial guidance, while advisor capacity is shrinking and financial lives are becoming more complex. AI is building the enterprise-grade agentic platform that helps wealth firms close that gap through secure, compliant, personalized experiences.

AI's platform into end-client experiences that wealth enterprises can deploy, trust, and scale across advised and self-directed channels. AI already brings together the context, agent library, orchestration, and human experience layers required for enterprise deployment. The product and deployment patterns set now will define how every future enterprise client launches.

Set the vision and roadmap for intelligent experiences embedded in wealth firms' portals, apps, and service journeys. Enterprise deployment. Lead discovery, configuration, integration, testing, and launch with client product, technology, operations, and compliance teams. Turn each deployment into reusable capabilities, standards, and playbooks so the next launch is faster and better. Translate customer needs into prototypes, requirements, acceptance criteria, priorities, and decisions. Do whatever the product needs to ship well.

5+ years of hands-on product management experience, with a record of shipping products that create clear business and customer impact.

Experience delivering digital client experiences through enterprise partners, ideally in wealth management, financial technology, or another regulated industry.

You know how to design for quality, evaluation, feedback, and human oversight.

The judgment to balance a client's immediate needs with a coherent, reusable platform.

Fast, high-quality decision making; comfort using data without waiting for perfect information; Clear communication with senior client stakeholders, designers, engineers, AI teams, and commercial leaders.

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility, which includes 90-100% medical, vision and dental coverage for you and your dependents, retirement benefits and flexible PTO. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.