Remote AI Platform Product Manager – Fintech/Wealth

Advyzon

Chicago (IL)

Remote

USD 117,000 - 143,000

Full time

4 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Advyzon is seeking a Product Manager to shape the strategy and evolution of our platform solutions, with a focus on AI-enabled features for wealth management professionals. You will own the product roadmap, engage with engineering, design, and sales, and translate user needs into compelling requirements that drive adoption and measurable value.

Remote role in the United States, requiring 3+ years of SaaS/fintech product leadership, strong AI experience, and hands-on collaboration with

Qualifications

  • Experience with wealth management or investment platforms.
  • Strong SaaS platform understanding and fintech knowledge.
  • Hands-on with AI-powered products and technologies.
  • Familiarity with LLMs, AI agents, and automation.
  • Ability to define AI use cases and measure impact.
  • Proven roadmap management in Agile environments.

Responsibilities

  • Own and evolve the strategic product roadmap for platform solutions.
  • Identify opportunities to leverage AI to improve capabilities and UX.
  • Translate business needs into clear requirements, user stories, and acceptance criteria.
  • Collaborate with engineering, AI development, design, service, and sales teams.
  • Monitor adoption metrics and AI feature utilization to drive improvements.
  • Stay informed on wealth management and fintech trends.

Skills

Wealth management
SaaS platforms
AI-powered products
Leadership
Agile development
Data-driven decisions
Cross-functional collaboration
User research
Communication
Problem solving

Education

Bachelor's degree in Finance, Business, CS or IT

Tools

Jira
Figma
Microsoft Office

Job description

Advyzon is seeking a Product Manager to shape the strategy and evolution of our platform solutions, with a focus on AI-enabled features for wealth management professionals. You will own the product roadmap, engage with engineering, design, and sales, and translate user needs into compelling requirements that drive adoption and measurable value.

Remote role in the United States, requiring 3+ years of SaaS/fintech product leadership, strong AI experience, and hands-on collaboration with

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Product Manager – AI-Driven Platform Solutions
Remote Product Manager – AI-Driven Platform Solutions

Advyzon • United States

Remote
USD 117,000 - 143,000
Product Manager, Platform Solutions
Product Manager, Platform Solutions

Advyzon • Chicago (IL)

Remote
USD 117,000 - 143,000
Product Manager, Platform Solutions
Product Manager, Platform Solutions

Advyzon • United States

Remote
USD 117,000 - 143,000
Founding Product Manager — AI Wealth Platform
Founding Product Manager — AI Wealth Platform

Success Matcher Recruitment • New York (NY)

On-site
USD 200,000 - 300,000
Founding-stage equity
Performance bonus
Senior AI Product Manager, Fintech & Wealth
Senior AI Product Manager, Fintech & Wealth

Voya Financial • Bridgeport (CT)

On-site
USD 131,000 - 184,000
Health insurance
401(k) matching
Retirement plan
+3
Senior Product Manager – AI-Driven Wealth Tech
Senior Product Manager – AI-Driven Wealth Tech

Savvy • New York (NY)

On-site
USD 150,000 - 210,000
Competitive salary and equity package
Relocation package to NYC office
Unlimited PTO + paid company holidays
+2
Senior AI Product Manager - Fintech & Wealth Solutions
Senior AI Product Manager - Fintech & Wealth Solutions

Voya Financial • New York (NY)

On-site
USD 131,000 - 184,000
Health insurance
401(k) matching up to 6%
Retirement cash balance plan
+3
Senior Wealth Tech Product Lead — AI & GenAI
Senior Wealth Tech Product Lead — AI & GenAI

New York Technology Partners • Irvine (CA)

On-site
USD 140,000 - 190,000
Fintech Product Manager - AI Wealth Platform
Fintech Product Manager - AI Wealth Platform

53 Stations • McLean (VA)

On-site
USD 90,000 - 130,000
Comprehensive health coverage
401k plan
Technology allowance
+4
Senior Product Leader, Advisor AI & Wealth Tools
Senior Product Leader, Advisor AI & Wealth Tools

Voya Financial • Atlanta (GA)

On-site
USD 171,000 - 214,000
Health insurance
401(k) retirement plan
Tuition reimbursement
+1