O'Neil Digital Solutions is an independent advisory firm specializing in equity research for institutional fund managers. The Senior Product Manager is responsible for leading the product execution of the AI-native relaunch of the MarketSmith trading platform, coordinating cross-functional teams, and ensuring product performance aligns with commercial objectives.
Responsibilities:
- Develop and execute the product roadmap for the MarketSmith US mobile-first trading and research platform
- Translate strategic objectives into detailed product requirements, user stories, and prioritized backlogs
- Lead cross-functional coordination across engineering (U.S., India, China), brokerage operations, data science, marketing, and compliance
- Drive integration with William O’Neil Securities, ensuring seamless onboarding, trade execution, and regulatory compliance workflows
- Support development of AI-native product capabilities leveraging proprietary datasets, including chart intelligence, earnings analysis, and personalized insights
- Design and implement monetization strategies, including subscription tiers, feature gating, and funded-account incentives
- Monitor key performance indicators such as funded accounts, trade flow capture, subscription conversion, and engagement metrics
- Establish agile product development cadence and oversee sprint execution with global engineering teams
- Provide executive updates on product performance, launch milestones, and commercial impact
Requirements:
- Bachelor's degree in Business, Finance, Engineering, Computer Science, or related field
- Minimum 8 years of progressive experience in product management, preferably within fintech, brokerage, or digital trading platforms
- Demonstrated experience leading cross-functional product development teams
- Strong understanding of retail trading platforms, brokerage mechanics, and mobile-first product development
- Strong understanding of product lifecycle management and agile development methodologies
- Advanced analytical skills with ability to translate data into actionable product decisions
- Knowledge of brokerage operations, clearing and custody workflows, and regulatory considerations
- Ability to manage global, cross-functional engineering teams across multiple time zones
- Strong written and verbal communication skills with executive presence
- High level of accountability, organization, and execution discipline
- Knowledge of agentic AI in investment research
- Willingness to Travel up to 25% required
- MBA or advanced degree in related field
- Experience launching or scaling consumer trading platforms (e.g., brokerage or fintech environments)
- Experience integrating AI-enabled functionality into production platforms