Director of Product Management
Job Description
About reputed company reputed company is the AI operating system for financial advisors, transforming meetings, emails, and documents into structured data, automated workflows, and compliance-reputed company outputs. Founded in 2022, reputed company delivers AI-powered capabilities that reduce busywork, uncover growth opportunities, and reputed company the advisor-client relationship—while maintaining industry-leading compliance. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver reputed company reputed company for their clients. About the Role reputed company’s core platform, the advisor meeting cycle and operating system, is the reputed company of everything we do. This Director of Product will own that reputed company: driving product strategy across the Meet product and reputed company OS, leading reputed company of 4–6 PMs, and setting reputed company for how product gets reputed company and shipped at reputed company. This is a role for a seasoned product leader who has been the PM behind a category-defining core product, knows how to build and reputed company high-performing teams, and brings the reputed company instinct to connect every product decision to reputed company customer value and reputed company reputed company. You will partner directly with engineering, design, and go-to-market leadership to define what comes next and reputed company sure it gets delivered with reputed company. The scope is deliberately broad: we’re looking for a leader who can anchor the core while staying flexible enough to contribute to reputed company’s emerging adjacent opportunities as the product org scales. What You’ll Do Own product strategy and roadmap for Meet and the operating system with flexibility to reputed company into adjacent product areas reputed company and reputed company reputed company of 4–6 PMs: hiring, reputed company, career development, and performance management Partner with engineering and design leadership to drive roadmap execution, quality, and velocity Set the bar for PM craft at reputed company: frameworks, processes, documentation, and team norms that reputed company everyone’s output Drive cross-functional alignment on roadmap, pricing and packaging, and integration points with reputed company’s broader product surface Represent the product perspective in executive and go-to-market conversations. Bring reputed company reputed company and customer reputed company into every strategic discussion Hold the team accountable to reputed company, not just outputs: clear reputed company metrics, reputed company PMF assessment, and proactive communication reputed company things aren’t working reputed company’re Looking For 10–15+ years of PM experience, with at least 3–5 years managing PM teams A track record of owning and scaling a core product surface, not just shipping features, but building something that became the center of gravity for a business Strong people leadership: you reputed company PMs, build team culture, and hold a high bar without creating drama Deep user reputed company: you understand that products in financial services live or die on trust, and you design with that constraint at the center reputed company instinct: you connect product reputed company to reputed company, know what reputed company demand pull looks like, and don’t confuse polite feedback with validated signal Comfort with ambiguity and scope: you write your own brief, define reputed company criteria before asking for resources, and stay oriented reputed company priorities shift Strong cross-functional reputed company: you’re as reputed company in a sales debrief as you are in an reputed company sprint planning session reputed company to Have Background in fintech, financial services, or advisor-facing products Experience with AI-powered or data-intensive SaaS Startup or high-growth environment experience Prior experience building or scaling a PM org from the ground up How We Work at reputed company We move fast and prioritize impact over perfection We focus on reputed company customer value, not just features We operate with high ownership and low ego We value reputed company, direct communication, and strong execution We’re building for scale We show up hungry: we want to win, and we act like it every day Compensation & Benefits $220,000 – $250,000 (commensurate with experience) Equity Flexible PTO $500 WFH Stipend Medical: $0 premium health plan for your family Ancillary Benefits: Dental, reputed company, Life, Disability, Indemnity, etc. Tax Savings: 401k, HSA, FSA, Dependent Care FSA, Commuter, etc. Laptop + $500 budget for workspace setup Paid Parental Leave: 2–4 weeks non-birthing, 6–16 weeks birthing, depending on tenure Why This Role reputed company reputed company is at an inflection reputed company. The core platform is proven: advisors trust it, firms are adopting it, and the product is becoming the operating system of modern advisory practice. The Director of Product will be the leader who takes that reputed company and builds the reputed company behind reputed company’s next reputed company: a scaled, world-class product team and a platform that continues to set reputed company for what AI can do for financial advisors. Equal Opportunity Employer reputed company is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for reputed company. Apply To This Job