Product Manager, Platform Solutions

🕒 il y a 2 jours

🌵 Arizona, California, +15 états de plus – Distant

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $130 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

✅ Responsable Produit

👻 Score fantôme 0%

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Advyzon

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2012

💸 Finance

💳 Fintech

Finance • Fintech • Software

Advyzon est une plateforme complète conçue pour les Conseillers en Investissement Inscrits (RIAs) afin de gérer et développer efficacement leurs entreprises. La plateforme offre une gamme d'outils incluant la gestion de portefeuille, la génération de rapports clients, la facturation, le CRM et la gestion sécurisée de documents, rationalisant ainsi les opérations quotidiennes et améliorant les interactions avec les clients. Avec un fort accent sur une technologie exceptionnelle et un service inégalé, Advyzon vise à révolutionner l'industrie des services financiers, facilitant ainsi pour les conseillers la satisfaction des besoins de leurs clients tout en maintenant une haute fidélité et satisfaction de la clientèle.

Description

• Own and evolve the strategic product roadmap aligned with company goals, market opportunities, emerging technologies, and user needs • Identify opportunities to leverage generative AI, AI agents, and intelligent automation • Gather and prioritize feature requests based on client feedback, stakeholder input, market research, and industry insights • Translate business needs and product strategy into requirements, user stories, and acceptance criteria • Partner with engineering, AI development, design, service, and sales teams to deliver scalable solutions • Evaluate AI capabilities, define use cases, and support development, testing, and implementation of AI-driven features • Monitor product performance, adoption metrics, AI feature utilization, and user feedback • Track wealth management, fintech, AI, and emerging technology trends • Communicate product priorities, roadmap decisions, and feature progress to stakeholders, leadership, and external partners

🎯 Exigences

• Experience working with financial advisors, wealth management, or investment platforms • Strong understanding of SaaS platforms, fintech technologies, and modern software product development practices • Experience working with AI-powered products, generative AI, or AI-driven solutions • Familiarity with large language models (LLMs), AI agents, conversational AI, and intelligent automation • Ability to identify, evaluate, and prioritize AI use cases based on user needs, technical feasibility, and business impact • Proven experience managing product roadmaps and delivering software products or features from concept through launch • Experience collaborating with cross-functional engineering, design, and technical teams in an Agile development environment • Strong analytical, problem-solving, and decision-making skills • Excellent communication, interpersonal, and stakeholder management skills • Detail-oriented, resourceful, and adaptable in a fast-changing environment • Self-motivated with a proactive approach to identifying opportunities, solving problems, and driving innovation • Bachelor's degree in Finance, Business, Computer Science, Information Technology, or a related field (preferred) • 3+ years of product management experience with SaaS or platform solutions (preferred) • Hands-on experience managing or contributing to the development and launch of AI-powered features, products, or workflows (preferred) • Familiarity with ChatGPT, Microsoft Copilot, Claude, or similar generative AI technologies (preferred) • Understanding of prompt engineering, data privacy, accuracy, reliability, and responsible AI practices (preferred) • Experience defining success metrics and evaluating AI-powered feature performance, adoption, and business impact (preferred) • Proficiency with Jira, Figma, and Microsoft Office products (preferred)

🏖️ Avantages

• Remote position • 15% compensation component (type not specified)

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