Lead AI Product Manager

Profile Summary

The Lead AI Product Manager is a senior individual contributor responsible for defining and executing AI product strategy for digital and wealth management solutions. This role owns product vision, roadmap, and go-to-market execution for AI-powered experiences that support retirement plan participants, financial advisors, and plan sponsor clients.

Profile Description

• Define and lead the AI product strategy and 12–18 month roadmap across participant engagement, advisor enablement, plan administration, and investment-related experiences.
• Identify, assess, and prioritize AI opportunities using customer research, behavioral data, workflow analysis, and competitive insights.
• Establish clear success metrics and own business outcomes such as engagement, adoption, operational efficiency, and retirement readiness improvements.
• Lead discovery with advisors, plan sponsors, administrators, and participants to translate business needs into clear product requirements and technical specifications.
• Partner closely with engineering teams to evaluate prototypes, guide product trade-offs, and support rapid iteration through launch.
• Ensure solutions meet compliance, legal, risk, and fiduciary standards within a regulated financial services environment.
• Drive go-to-market planning, rollout sequencing, stakeholder communication, and adoption measurement for AI-enabled products.
• Build alignment across senior stakeholders in business, technology, compliance, and investment teams while influencing without direct authority.

Knowledge & Experience

• Bachelor’s degree in Computer Science, Engineering, Finance, Economics, Mathematics, or a related quantitative field required; advanced degree preferred.
• 8+ years of product management experience, including at least 4 years in AI or machine learning product roles within technology, fintech, or financial services.
• Proven experience delivering AI-powered products from discovery through launch and measurable adoption.
• Strong knowledge of LLM-based products, retrieval-augmented generation, agentic workflows, model evaluation frameworks, experimentation methods, and data-informed product development.
• Able to write high-quality product requirements and technical specifications for engineering teams.
• Experience working in regulated environments and partnering with compliance, legal, and risk stakeholders.
• Strong understanding of retirement, wealth, or financial services products, including fiduciary considerations and participant or advisor workflows.
• Excellent communication, prioritization, and stakeholder management skills, with the ability to influence senior leaders and cross-functional teams.