Senior PM, Advisor Analytics (Remote) - Stock Options

Koyfin; United States; On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Stock options

Medical benefits

401k

Job summary

Koyfin is seeking a Lead Product Manager to own advisor workflows, including portfolio analytics, performance measurement, options analysis, and bond analysis. You will work directly with users, define problems, and collaborate with engineering and design to build trusted analytics.

You will report to the CEO and guide end-to-end roadmaps, owning outcomes in a remote team focused on delivering value to financial professionals.

Qualifications

• 5+ years of product management experience building and shipping data-driven or workflow-heavy products.
• Comfort with quantitative concepts and the curiosity to go deep on portfolio analytics, options, and credit.
• Proven ability to own features end to end with minimal oversight.
• Comfortable working with messy real-world data and making judgment calls.
• Strong discovery instincts and a bias toward talking directly with users.
• Clear, concise written communicator.
• Willing to push back thoughtfully when something does not make sense.
• Alignment with our values: Customer First, Humility and Respect, Teamwork, Continuous Improvement, and GSD

Responsibilities

• Own projects from problem definition through delivery, including PRDs, task breakdown, execution, and launch.
• Lead discovery through structured user interviews, usage data, and direct customer feedback.
• Translate complex portfolio and performance concepts into intuitive, trustworthy workflows.
• Partner closely with engineering to deliver accurate, performant, and scalable analytics.
• Communicate timelines, tradeoffs, and changes clearly across the company.
• Make thoughtful tradeoffs between correctness, usability, and speed.
• Be accountable for outcomes, not just output.

Skills

Product management

Data analytics

User interviews

End-to-end ownership

Communication

Job description

Koyfin is seeking a Lead Product Manager to own advisor workflows, including portfolio analytics, performance measurement, options analysis, and bond analysis. You will work directly with users, define problems, and collaborate with engineering and design to build trusted analytics.

You will report to the CEO and guide end-to-end roadmaps, owning outcomes in a remote team focused on delivering value to financial professionals.