Product Manager, Platform Solutions

🔥 1 minute ago

🌵 Arizona, California, +15 more states – Remote

🌵 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

💵 $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✅ Product Manager

👻 Ghost score 0%

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Advyzon

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

💸 Finance

💳 Fintech

Finance • Fintech • Software

Advyzon is a comprehensive platform designed for Registered Investment Advisors (RIAs) to manage and scale their firms effectively. The platform offers a range of tools including portfolio management, client reporting, billing, CRM, and secure document management, streamlining daily operations and enhancing client interactions. With a strong focus on exceptional technology and unmatched service, Advyzon aims to revolutionize the financial services industry, making it easier for advisors to cater to their clients' needs while maintaining high client retention and satisfaction.

📋 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

🎯 Requirements

• 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)

🏖️ Benefits

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

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