
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
đ° $6M Series C on 2015-05
November 21
đ˝ Illinois â Remote
đľ $115k - $185k / year
â° Full Time
đĄ Mid-level
đ Senior
â Product Manager

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
đ° $6M Series C on 2015-05
⢠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.
⢠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.
⢠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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