Senior Product Manager

Data Analysis Inc.

4d

About The Position

William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.SummaryThe Senior Product Manager – MarketSmith US is responsible for leading the end-to-end product execution of the AI-native relaunch of the MarketSmith retail trading and research platform. This role drives roadmap delivery, brokerage integration coordination, AI-enabled feature development, and monetization execution within the broader DAI program management structure. The position operates as a senior individual contributor or team lead and is accountable for product performance outcomes aligned with commercial objectives.

Requirements

• Bachelor’s degree in Business, Finance, Engineering, Computer Science, or related field.
• Minimum 8 years of progressive experience in product management, preferably within fintech, brokerage, or digital trading platforms.
• Demonstrated experience leading cross-functional product development teams.
• Strong understanding of retail trading platforms, brokerage mechanics, and mobile-first product development.

Nice To Haves

• MBA or advanced degree in related field.
• Experience launching or scaling consumer trading platforms (e.g., brokerage or fintech environments).
• Experience integrating AI-enabled functionality into production platforms.
• Strong understanding of product lifecycle management and agile development methodologies.
• Advanced analytical skills with ability to translate data into actionable product decisions.
• Knowledge of brokerage operations, clearing and custody workflows, and regulatory considerations.
• Ability to manage global, cross-functional engineering teams across multiple time zones.
• Strong written and verbal communication skills with executive presence.
• High level of accountability, organization, and execution discipline.
• Knowledge of agentic AI in investment research

Responsibilities

• Develop and execute the product roadmap for the MarketSmith US mobile-first trading and research platform
• Translate strategic objectives into detailed product requirements, user stories, and prioritized backlogs.
• Lead cross-functional coordination across engineering (U.S., India, China), brokerage operations, data science, marketing, and compliance.
• Drive integration with William O’Neil Securities, ensuring seamless onboarding, trade execution, and regulatory compliance workflows.
• Support development of AI-native product capabilities leveraging proprietary datasets, including chart intelligence, earnings analysis, and personalized insights.
• Design and implement monetization strategies, including subscription tiers, feature gating, and funded-account incentives.
• Monitor key performance indicators such as funded accounts, trade flow capture, subscription conversion, and engagement metrics.
• Establish agile product development cadence and oversee sprint execution with global engineering teams.
• Provide executive updates on product performance, launch milestones, and commercial impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees