Product Manager, Financial Services

OpenAI•San Francisco, CA
•$401,000 - $530,000

About The Position

OpenAI is building AI products for serious professional work, with a dedicated team focused on the finance industry. This team collaborates closely with industry experts and users to develop specialized solutions that empower finance professionals. The Financial Services team aims to enhance the economics and quality of financial work through AI, covering areas like faster diligence, broader research, improved client materials, more accurate models, and better investment analysis. Their work spans investment banking, equity research, private equity, asset management, wealth management, insurance, and other financial sectors, integrating OpenAI's models, financial data, and enterprise knowledge into products tailored for financial professionals. This role involves defining and building OpenAI’s financial services products. The Product Manager will report to the GM of Financial Services and be responsible for product strategy, roadmap, and execution. Key responsibilities include customer discovery, prototyping, launching, and iterating on products. This is a hands-on position requiring direct engagement with finance professionals, building and testing product experiences, and close collaboration with Engineering, Design, Research, and customer-facing teams. The ideal candidate will possess strong judgment regarding both product experience and output quality, and have a vision for how AI can transform the financial services landscape, translating this vision into actionable product execution.

Requirements

  • Have a track record of taking complex products from discovery through launch and sustained adoption, as a product manager, founder, or builder with substantial product ownership.
  • Understand financial work well enough to earn credibility with demanding practitioners. You may have built products for financial institutions or worked directly in investment banking, investing, equity research, corporate development, or related fields.
  • Combine strong product taste with attention to detail. You care about making complex workflows feel simple and can judge both the experience and the quality of its outputs.
  • Work comfortably with engineers and researchers on model behavior, data quality, integrations, and evaluations. You can distinguish a model limitation from a data, workflow, or product-design problem.
  • Use AI deeply in your own work and build prototypes to test ideas. You are willing to teach, onboard, debug, and inspect outputs alongside customers.
  • Know how to choose useful goals and metrics, test assumptions, and change priorities when the evidence changes.
  • Bring sound judgment about privacy, trust, and accuracy in consequential professional work.
  • Take ownership in ambiguous situations, drive decisions across teams you do not manage, and communicate clearly. You can set direction and stay close to the details required to ship.

Responsibilities

  • Own product strategy and priorities. Work with the GM to identify the most valuable customer problems and translate them into a clear roadmap. Make decisions about what to build, what to defer, and where partners or shared OpenAI capabilities can best meet the need.
  • Go deep on financial workflows. Sit with customers, observe how they work, and understand the documents they create, data they trust, tools they use, and standards they apply. Use those insights to design experiences that customers return to in their daily work.
  • Build and ship. Create working prototypes, demos, example outputs, and product requirements using Codex and other OpenAI tools. Partner with Engineering and Design to turn early concepts into reliable products, resolve dependencies, and drive delivery through launch and iteration.
  • Raise the bar for quality and trust. Work with Research and Engineering to turn real finance tasks and product failures into evaluations, datasets, and model feedback. Define what good looks like across accuracy, source traceability, completeness, and ease of review, while making practical tradeoffs across quality, latency, reliability, and cost.
  • Make products work inside financial institutions. Translate integration, data-access, privacy, security, and review requirements into product decisions. Work across Legal, Security, Partnerships, and core product teams to address deployment barriers and determine which needs require finance-specific solutions.
  • Measure results and drive adoption. Define success through task completion, output acceptance, repeat usage, time saved, and business impact. Combine product data, evaluations, and customer feedback to guide investment. Partner with GTM and customer-facing teams on pilots, onboarding, and launches, then use what you learn to improve the product.
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