Product Manager, Platform Solutions

Advyzon • Chicago, IL

2d • Remote

About The Position

The Product Manager will drive the strategy, vision, and evolution of platform solutions, including integrating artificial intelligence to improve user experiences and streamline workflows. The role focuses on creating intelligent, user-centric solutions that deliver measurable value to financial advisors and their clients.

The Product Manager owns the product roadmap, identifies opportunities for AI and automation, represents user needs, translates business strategy into product requirements, and collaborates with technical and business teams to deliver scalable solutions. The role also monitors product performance and adoption, tracks user feedback, stays informed about industry and technology trends, and communicates product priorities and progress to stakeholders.

Requirements

• Experience working with financial advisors, wealth management, or investment platforms.
• Strong understanding of SaaS platforms, fintech technologies, and modern software product development practices.
• Experience working with AI-powered products, generative AI, or AI-driven solutions, including understanding their application to business processes and user experiences.
• Familiarity with large language models, AI agents, conversational AI, and intelligent automation, including their capabilities, limitations, and practical business applications.
• Ability to identify, evaluate, and prioritize AI use cases based on user needs, technical feasibility, and business impact.
• Proven experience managing product roadmaps and delivering software products or features from concept through launch.
• Experience collaborating with cross-functional engineering, design, and technical teams in an Agile development environment.
• Strong analytical, problem-solving, and decision-making skills, including the ability to use data and user insights to inform product decisions.
• Excellent communication, interpersonal, and stakeholder management skills.
• Detail-oriented, resourceful, and adaptable in a fast-changing environment.
• Self-motivated, with a proactive approach to identifying opportunities, solving problems, and driving innovation.

Nice To Haves

• Bachelor's degree in Finance, Business, Computer Science, Information Technology, or a related field.
• 3+ years of product management experience with SaaS or platform solutions, preferably in wealth management or fintech.
• Hands-on experience managing or contributing to the development and launch of AI-powered features, products, or workflows.
• Familiarity with generative AI tools and platforms such as ChatGPT, Microsoft Copilot, Claude, or similar technologies.
• Understanding of AI product development considerations, including prompt engineering, data privacy, accuracy, reliability, and responsible AI practices.
• Experience defining success metrics and evaluating the performance, adoption, and business impact of AI-powered features.
• Proficiency with Jira, Figma, and Microsoft Office products.

Responsibilities

• Own and evolve the strategic product roadmap, aligning initiatives with company goals, market opportunities, emerging technologies, and user needs.
• Identify opportunities to use artificial intelligence, including generative AI, AI agents, and intelligent automation, to improve platform capabilities, workflows, and user experience.
• Gather and prioritize feature requests, enhancements, and opportunities based on client feedback, internal stakeholders, market research, and industry insights.
• Translate business needs and product strategy into detailed requirements, user stories, and acceptance criteria for development teams.
• Partner with engineering, AI development, design, service, and sales teams to deliver high-quality, scalable solutions on time and within scope.
• Collaborate with technical teams to evaluate AI capabilities, define use cases, and support development, testing, and implementation of AI-driven features.
• Monitor product performance, adoption metrics, AI feature utilization, and user feedback to measure success and drive continuous improvement.
• Stay informed about wealth management, fintech, AI, and emerging technology trends to identify opportunities for innovation, differentiation, and platform growth.
• Communicate product priorities, roadmap decisions, and feature progress to internal stakeholders, leadership, and external partners.

What This Job Offers

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