
501 - 1000 employees
Founded 2000
đ¸ Finance
âď¸ SaaS
đ¤ B2B
Finance ⢠SaaS ⢠B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
đĽ 1 minute ago
đşđ¸ United States â Remote
đľ $227k - $282k / year
â° Full Time
đ´ Lead
â Product Manager
đť Ghost score 0%
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501 - 1000 employees
Founded 2000
đ¸ Finance
âď¸ SaaS
đ¤ B2B
Finance ⢠SaaS ⢠B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
⢠Lead product strategy for eMoney's foundational platform capabilities, including data aggregation, APIs, strategic integrations and evolution toward an AI-native platform ⢠Define and execute the product strategy and roadmap for eMoney's Platform, Data, APIs and AI capabilities ⢠Lead, develop and inspire a high-performing team of Product Managers and product leaders ⢠Partner with executive leadership to strengthen eMoney's platform differentiation and competitive position ⢠Establish product metrics and accountability for business, customer and platform outcomes ⢠Work with Technology Leadership to determine technical implementation while maintaining Product accountability for exposed capabilities and conditions ⢠Lead product strategy for data aggregation capabilities and related customer experiences ⢠Partner with Technology and Data leadership to prepare the platform for AI-driven use cases ⢠Identify opportunities to leverage eMoney's data foundation as a strategic differentiator ⢠Define product strategy for AI platform connectivity and agentic experiences ⢠Establish product strategy and requirements for MCP and other emerging AI connectivity standards ⢠Evolve APIs from traditional application integrations toward support for AI applications and agent integrations ⢠Establish product requirements for authentication, authorization, entitlements, data access, auditability and enterprise governance ⢠Define boundaries between customer-accessible data and eMoney's proprietary planning intelligence ⢠Ensure AI connectivity supports eMoney's Always-On Planning strategy ⢠Partner with AI Product, Engineering, Architecture, Security, Legal and Compliance leaders to establish AI governance
⢠12+ years of progressive Product Management experience, with significant experience leading enterprise fintech products ⢠Proven experience leading product organizations at the VP or equivalent senior leadership level ⢠Deep experience with platform products, APIs, data products, and enterprise integrations ⢠Experience defining product strategy for complex technology platforms used by large enterprise customers ⢠Strong understanding of modern cloud architectures, APIs, data platforms and enterprise integration patterns ⢠Demonstrated ability to partner effectively with CTO, Engineering and Architecture leaders ⢠Experience translating complex technology capabilities into clear customer and business value ⢠Strong understanding of generative AI, AI platforms and emerging agentic architectures ⢠Experience defining products or platforms that incorporate AI, intelligent workflows or AI agents ⢠Understanding of AI tool/function calling, agent orchestration, APIs and emerging AI connectivity standards such as MCP ⢠Ability to assess emerging technologies and translate them into practical product strategies ⢠Understanding of the data, security, governance and intellectual-property implications of exposing enterprise capabilities to AI systems ⢠Ability to operate effectively at both the strategic executive level and the detailed product-definition level ⢠Strong executive communication, influencing and stakeholder-management skills ⢠Experience managing and developing senior Product leaders and building high-performing product organizations
⢠Annual bonus program ⢠Retirement contributions ⢠Health insurance ⢠Sick leave ⢠Parental leave ⢠Paid time off ⢠Inclusive, people-first culture ⢠Equal employment opportunity workplace
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