Responsibilities
- Build and maintain a strategic product roadmap that balances customer needs, business goals, and technical feasibility
- Define and communicate product vision and strategy aligned with company objectives and market opportunities
- Serve as the primary product liaison for enterprise customers, building strong relationships with key stakeholders
- Lead customer discovery sessions, requirements gathering, and solution design workshops
- Translate complex customer needs into clear, actionable product requirements and user stories
- Work closely with engineering teams to define technical architecture and implementation approaches
- Make informed trade-off decisions between technical complexity, time to market, and customer value
- Understand system integrations, APIs, data models, and enterprise technology stacks
- Partner with Engineering, Design, Sales, Customer Success, and Marketing to ensure cohesive product delivery
- Drive development processes and participate actively in development cycle planning
Requirements
- 5+ years of technical product management experience, with at least 2 years focused on enterprise B2B products
- Proven track record of successfully launching and scaling technical products from concept to market
- Strong technical acumen with ability to engage in detailed technical discussions with engineering teams
- Experience working directly with enterprise customers, including executives and technical stakeholders
- Deep understanding of enterprise software architecture, APIs, integrations, and security considerations
- Excellent analytical skills with experience using data to drive product decisions
- Outstanding communication and presentation skills, with ability to articulate complex concepts to diverse audiences
Nice to Have
- Experience working in or with Financial Services and Wealth Management industries
- Familiarity with financial services regulations, compliance requirements, and industry standards
- Knowledge of wealth management platforms, portfolio management systems, or related fintech solutions
- MBA or advanced technical degree
Team
Structure: Execution-driven, design-obsessed, product-led team composed of founders and leaders from Wharton, MIT, top design programs, and prior unicorn SaaS companies.
