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Product Manager

Job not on LinkedIn

November 21

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Logo of YCharts

YCharts

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

51 - 200 employees

💰 $6M Series C on 2015-05

📋 Description

• Lead end-to-end product management for AI-enabled features and workflows. • Develop product specifications/PRDs aligned with business goals and customer needs. • Work iteratively with UI/UX to design intuitive experiences. • Partner closely with Engineering to guide development and ensure alignment to requirements. • Coordinate go-to-market with Marketing, Sales, CS, and Training teams. • Track product adoption, usage patterns, customer feedback, and enhancement requests. • Engage regularly with customers, prospects, and internal stakeholders to shape roadmap. • Maintain strong awareness of industry trends, competitive landscape, and new technical capabilities.

🎯 Requirements

• Working understanding of AI technologies, model behavior, vector search, and integration patterns. • Familiarity with the Wealth Management or Asset Management ecosystem and workflows. • Strong product management fundamentals, including requirements definition, prioritization, iteration, stakeholder alignment, and roadmap planning. • Strong analytical, critical thinking, and communication skills. • Proven experience planning or delivering products using: • Large Language Models (LLMs) and Retrieval-Augmented Generation (RAG) Model • Context Protocol (MCP) servers • Agentic or automated workflow systems • 3+ years of product management experience in SaaS, preferably in Financial or WealthTech.

🏖️ Benefits

• 100% employer-paid health, dental, and vision insurance. • 401(k) match to support your financial future. • Opportunities for internal mobility and cross-functional collaboration. • Flexible time off, vacation days, sick days, and a celebration day. • Paid parental leave to support work-life balance. • Professional development stipend to help you grow in your career. • Hybrid work schedule with flexibility to work both in-office and remotely. • Summer hours so you can enjoy more sunshine. • A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year. • Recognition programs to celebrate contributions and milestones. • Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day. • Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

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