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

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
Experience working in or with Financial Services and Wealth Management industries (Nice to haves)
Familiarity with financial services regulations, compliance requirements, and industry standards (Nice to haves)
Knowledge of wealth management platforms, portfolio management systems, or related fintech solutions (Nice to haves)
MBA or advanced technical degree (Nice to haves)

Senior Product Manager

Key skills