Director of Investment Tech & AI Solutions

Daley And Associates, LLC; Boston (MA); On-site; USD 225,000 - 250,000; Full time

Job summary

Daley And Associates, LLC in Boston, MA, seeks a Director of Product Management for Investment Systems & AI to lead strategy, development, and adoption of AI-enabled solutions across the investment organization.

The role sits at the intersection of investment professionals, technology, data, and business operations, requiring hands-on execution and strategic planning. Strong PM, AI, automation, and stakeholder-management skills are essential for success.

Qualifications

• Experience working with investment professionals and complex financial or analytical business functions.
• Strong product management experience, including requirements gathering, prioritization, implementation, testing, and rollout.
• Demonstrated interest and hands-on experience with AI, automation, and emerging technology.
• Experience implementing or managing technology solutions addressing meaningful business requirements.
• Ability to translate between business stakeholders and technical teams.
• Strong business analysis, workflow, and process-improvement capabilities.
• Experience introducing new systems, tools, or technology capabilities within an organization.

Responsibilities

• Lead product strategy and priorities for technology solutions supporting the investment organization.
• Partner with investment professionals to understand business requirements, challenges, and technology needs.
• Translate business needs into product requirements, roadmaps, priorities, and implementation plans.
• Manage initiatives from concept and requirements gathering through testing, rollout, and ongoing enhancement.
• Evaluate existing investment systems and processes and identify opportunities for modernization, integration, and improved user experience.
• Coordinate across business stakeholders, internal technology teams, and external vendors to deliver solutions.

Skills

Investment experience

Product management

AI / automation

Stakeholder management

Communication

Tools

CRM platforms

Document management tools

Data platforms

Job description

Daley And Associates, LLC in Boston, MA, seeks a Director of Product Management for Investment Systems & AI to lead strategy, development, and adoption of AI-enabled solutions across the investment organization.

The role sits at the intersection of investment professionals, technology, data, and business operations, requiring hands-on execution and strategic planning. Strong PM, AI, automation, and stakeholder-management skills are essential for success.