Assistant Vice President, Product Management

Jobtailor

United States

On-site

USD 180,000 - 240,000

Full time

7 days ago

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Job summary

Jobtailor is seeking a senior product leader to drive AI-native advisor tools within a regulated financial services context in the United States. You will define roadmaps for advisor copilot, proposal generation, client context, and next-best-action, working with AI engineers and leadership to align strategy with compliance and fiduciary standards.

The role requires 10+ years in product management, 4+ years in AI/ML or digital product roles, and FINRA SIE (or equivalent) with Series 7 as a plus.

Qualifications

Bachelor's degree in a related discipline or equivalent professional experience.
10+ years of product management experience.
4+ years in AI/ML or digital product roles at tech/fintech/financial services.
Track record shipping digital or AI-powered products to production.
Leadership experience owning roadmaps and mentoring product managers.

Responsibilities

Own a 12–18 month technology product roadmap for advisor experience across multiple modules.
Prioritize initiatives using workflow research, adoption data, and competitive analysis.
Write PRDs, technical specs, and acceptance criteria for model quality, latency, and fiduciary constraints.
Lead a small team or workstream and coach junior product managers.
Coordinate launches with Compliance, Legal, Supervision, and field operations.

Skills

Product Management

AI/ML Product Development

Leadership

Regulatory Compliance

SQL & Data Analysis

Education

FINRA SIE

Series 7

PMP/SAFe

Tools

AI Coding Tools

Agentic Tools

Advisor Copilot

Proposal Tools

Client Context Tools

Job description

Own a 12–18 month technology product roadmap for the advisor experience across advisor copilot, proposal generation, client context, and next-best-action
Prioritize initiatives using advisor workflow research, adoption and usage data, field feedback, and competitive analysis
Build investment business cases and define measurable success metrics
Partner with Wealth Management leadership, advisors, field operations, distribution, engineering, and AI teams to identify and solve business problems
Lead advisor discovery, direct workflow observation, and translation of workflow problems into product specifications
Write PRDs, technical specifications, and acceptance criteria covering model quality, latency, suitability, and fiduciary constraints
Own product direction for AI-native advisor tools and evaluate RAG pipelines and agent behavior in staging
Drive rapid prototype cycles and use working software to build advisor and stakeholder trust
Ensure AI outputs support advisor judgment with appropriate human-in-the-loop controls
Make real-time trade‑off decisions and partner daily with AI engineers
Coordinate launches with Compliance, Legal, Supervision, field enablement, and operations
Own go‑to‑market activities including advisor training, rollout sequencing, and adoption measurement
Partner with rollover and Retirement‑to‑Wealth product owners to support rollover capture
Lead a small team or defined product workstream, coach junior product managers, and raise hiring standards
Build relationships with senior stakeholders and identify compliance and supervisory risks before escalation

Requirements

Bachelor’s degree in Computer Science, Engineering, Finance, Economics, Mathematics, or a related discipline required; equivalent professional experience considered
10+ years of product management experience
At least 4 years in AI/ML or digital product roles at a technology company, fintech, or financial services firm
Track record of shipping digital or AI‑powered products to production, owning the lifecycle from discovery through measurable adoption
Leadership experience leading product managers or owning a product workstream and independently defining a roadmap
Prior ownership of products in a regulated environment, including compliance, supervision, and legal review
Experience influencing VP‑and‑above stakeholders without direct authority
Production LLM feature experience; prompt and system‑prompt design, context window management, and structured output extraction
Understanding of agentic AI product design, tool use, multi‑step reasoning, and agent failure modes
Ability to define model evaluation frameworks and assess AI eval suites
SQL and advisor usage/behavioral data fluency; daily use of AI coding and agentic tools
A/B testing, cohort analysis, and shadow‑deployment experience for AI features
Knowledge of advisor workflows, book‑of‑business management, advisory models, UMA/SMA, managed accounts, proposal and portfolio construction, custody/clearing and platform providers
Knowledge of suitability and conduct standards, Reg BI, fiduciary considerations, FINRA supervision, and communications‑review requirements
Knowledge of advisor productivity tools, rollover capture, and client funding
FINRA Securities Industry Essentials (SIE) required, or must be obtained early in employment
Series 7 a plus
Preferred: advisor‑platform/productivity product experience, CFP/CFA/CIMA or equivalent credentials, 0→1 AI product experience, MCP integrations or multi‑agent design, PMP/SAFe/equivalent certification, and voice‑of‑advisor research at scale

Core Competencies

Demonstrates expertise in product management with a focus on AI‑native tools, including the ability to define roadmaps, lead cross‑functional teams, and ensure compliance in regulated environments. Proficient in utilizing data‑driven insights to drive product adoption and enhance advisor workflows.

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