Senior Product Manager, Agentic Products

Advisor360° is redefining how financial advisors work by building transformative advisor experiences. They are seeking a Senior Product Manager to own the product strategy and delivery of agent-powered products, focusing on deep customer understanding and cross-functional leadership.

Responsibilities:

• Own the product strategy, roadmap, and delivery of agent-powered products across advisor workflows: intelligent onboarding, client servicing, compliance, and emerging use cases
• Define new AI product concepts from 0 to 1, taking them from discovery through launch and iteration with a bias toward rapid experimentation
• Translate advisor needs and firm-level goals into product requirements that AI Engineering and Design can execute against
• Own quality and release decisions for your products; you define what "good" means for end users and hold the bar on what ships
• Define experiments and measure outcomes using data and KPIs to validate product-market fit, assess feature success, and surface opportunities for improvement
• Deeply understand the needs of advisors working in BDs and RIAs through customer interviews, usability testing, and data analysis, ensuring each product genuinely boosts advisor and firm efficiency
• Lead product launches in partnership with sales, marketing, training, and customer success, with a strong focus on measurable adoption and business impact
• Manage projects from concept to launch, including continuous product discovery, rapid prototyping, writing technical requirements, and conducting user testing to ensure high-quality outcomes
• Develop and validate pricing, packaging, and positioning for AI capabilities in collaboration with go-to-market teams
• Partner closely with PMs across the business to ensure product needs show up in platform and data roadmaps; you are their most important internal customer
• Collaborate with Compliance and Legal to ensure AI behavior stays predictable, explainable, and appropriate for regulated use cases
• Foster an empowered, outcome-focused team culture where cross-functional teams have the autonomy and tools to make key product decisions
• Guide and mentor other Product Managers on best practices, including PSVs, PRFAQs, and WBRs; act as a thought leader for AI product innovation within Advisor360°

Requirements:

• 7+ years of product management experience, with a track record of delivering AI-powered or technically complex B2B products, ideally including experience taking a product from 0 to 1
• Deep customer empathy and strong product discovery instincts. You have spent real time with users, and you know how to translate what you learn into products that work
• Strong enough technically to work productively with AI Engineering and Data Science teams. You understand how ML, LLMs, RAG, and agentic systems work enough to make good product tradeoffs
• Experience defining quality criteria, success metrics, and release standards for products where 'correctness' is not binary; you are comfortable with probabilistic systems and know how to set the bar
• Proven ability to drive alignment across engineering, design, data science, and go-to-market teams without positional authority
• Clear, precise communicator who can translate between engineering depth and executive context
• Data-fluent: comfortable with SQL, BI tooling, and using quantitative evidence to make product decisions
• Experience in financial services, wealth management, or another highly regulated industry (fintech, healthcare, legal tech) where compliance and trust serve as design constraints, not afterthoughts
• Experience launching AI-powered products to enterprise customers; you understand the adoption curve and the trust gap
• Strong understanding of the wealth management value chain: advisor workflows, BD/RIA dynamics, firm-level economics
• Experience with pricing, packaging, or commercialization of AI/SaaS capabilities