AI Product Manager

Morrow Sodali LLC

11d

About The Position

Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. The Firm advises a diverse and global client base including many of the world’s largest companies. Formed by the mergers of several market-leading capital markets stakeholder engagement consultancies, Sodali is the largest global shareholder services firm in the world. The Firm operates out of three global headquarters in New York, London, and Sydney and is supported by 12 regional offices in major financial capitals around the world.

Sodali provides a full suite of shareholder, sustainability, and strategic communications advisory services that, together, enable the Firm to deliver clients differentiated insights, integrated expertise, and bespoke advice to address complex interconnected issues, identify and capitalize on strategic opportunities, and drive successful business outcomes. 

Practice Group Summary

Shareholder Advisory services include M&A Advisory, Activism Preparation and Defense, Board Governance Services, Corporate Governance Advisory, Proxy Solicitation, Capital Markets Intelligence, Global Debt and Bondholder Services, and Stakeholder Research.
Sustainability services include ESG Assessment, Strategy & Implementation, and Communications Advisory.
Strategic Communications services include Corporate Communications, Financial and Transaction Communications, Investor Relations, Public Affairs and Campaigns, Crisis and Special Situations, and Research.

The Opportunity 

We are looking for a Senior AI Product Manager to lead the charge in transforming how our advisors work and how we deliver value to our global clients. This is not a "maintenance" role. You will help architect our internal AI ecosystem, responsible for integrating cutting-edge tooling into advisory workflows, building robust governance frameworks, and fostering a culture of continuous AI learning across the firm.

Requirements

• 5–10 years of experience in Product Management, specifically focused on AI/ML, Knowledge Management (KM), or Digital Transformation within professional services.
• Proven track record of implementing enterprise knowledge platforms or "wikis" (e.g., Confluence, Notion, or custom SharePoint environments) with a focus on searchability and user adoption.
• Experience building or managing AI governance frameworks. You must understand how to implement guardrails, detect hallucinations, and ensure data privacy in a professional services context.
• Strong background in designing multi-user platforms. You should be comfortable architecting how data flows from an advisor's query through an LLM and into a secure client deliverable.
• Exceptional "translation" skills—the ability to present an AI/KM roadmap to an Executive Committee and turn their strategic goals into technical requirements.

Nice To Haves

• Familiarity with the modern AI landscape, including RAG (Retrieval-Augmented Generation), Semantic Search, and Vector Databases
• Understanding of global AI regulations (such as the EU AI Act) and data sovereignty requirements for client-privileged information.
• Prior exposure to corporate governance, investor relations, capital markets, or legal tech is a significant advantage.

Responsibilities

• Partner with stakeholders across business and corporate functions throughout the firm to map complex manual workflows and deploy AI-driven solutions that reduce "time-to-delivery."
• Design and manage a centralized AI Governance Command Tower. This system will provide real-time observability into adoption rates, prompt sophistication, model performance, cost management (token spend), and compliance audit trails to ensure our AI usage remains ethical and secure.
• Stand up a firm-wide "Source of Truth" platform (similar toa next-gen Confluence) designed for flexible search and retrieval. This platform will centralize past deliverables, case studies, and methodologies, allowing consultants to surface relevant institutional knowledge instantly.
• Lead a continuous enablement program. You will translate complex AI shifts into practical training modules, ensuring our global workforce—from analysts to Partners—is "AI-fluent" and capable of leveraging the modern toolset.
• Move beyond simple chatbots. You will lead the design of Agentic Workflows where AI agents perform multi-step tasks (research, synthesis, drafting) across internal knowledge bases and external data sources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed