CareerPlanSign in

Product Manager

New York City, NY, US💼 Full-time💰 $150,000–$150,000🗓 2026-09-29

Core

Founding Product Manager building AI-native solutions and the new OS of wealth intelligence for high-net-worth clients.

Role type

Founding Product Manager (AI & Wealth Tech)

Builds

AI stack (agents, models, workflows), data pipelines, Salesforce customizations, and internal tooling for wealth management.

Domain

Financial Services / Wealth Management / Applied AI

Deliverable

production ML models

Required skills

Product ownership, Salesforce platform expertise, Agile sprint management, cross-functional project leadership, requirements translation, backlog management, release coordination, process optimization, stakeholder communication, analytical problem-solving.

Preferred skills

Asana, Confluence, distributed team collaboration, 0-to-1 product building.

Technologies

Salesforce, AI agents, LLMs, data engineering pipelines, internal tooling.

Responsibilities

Develop technology roadmaps with CTO, lead sprint planning for 10-person dev team, act as liaison between business and dev teams, manage cross-domain projects (data, Salesforce, integrations), prioritize product backlog, refine requirements, coordinate releases, optimize agile processes, define acceptance criteria, provide leadership updates.

Seniority

Senior, hands-on IC (Founding)

Sourced via workday · Listed on CareerPlan, which tracks 855,000+ jobs from 20+ sources.