The Lead AI Product Manager is a senior individual contributor responsible for defining and executing AI product strategy for digital and wealth management solutions. The role owns product vision, roadmap, and go-to-market execution for AI-powered experiences supporting retirement plan participants, financial advisors, and plan sponsor clients. It calls for technical fluency in large language models, agentic systems, AI evaluation, and regulated product development, along with business judgment to prioritize opportunities and deliver measurable outcomes. The role defines an AI strategy and 12–18 month roadmap across participant engagement, advisor enablement, plan administration, and investment-related experiences. It identifies and prioritizes opportunities through customer research, behavioral data, workflow analysis, and competitive insights; establishes success metrics; and owns outcomes such as engagement, adoption, operational efficiency, and retirement readiness improvements. The product manager leads discovery with advisors, plan sponsors, administrators, and participants, translating their needs into product requirements and technical specifications. They partner with engineering through prototyping, product trade-offs, iteration, and launch; ensure solutions meet compliance, legal, risk, and fiduciary standards; and lead go-to-market planning, rollout sequencing, stakeholder communication, and adoption measurement. The role builds alignment across business, technology, compliance, and investment stakeholders and influences without direct authority.
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Job Type
Full-time
Career Level
Senior