Senior Product Manager

Koyfin Incorporated; United States; Remote; USD 100,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation including stock options

Full benefits package including medical and dental

Remote-first culture

Job summary

A leading fintech company is looking for a Senior Product Manager to oversee advisor workflows, including portfolio analytics and performance calculations. The ideal candidate will have 5+ years in product management, particularly in data-driven environments catering to investors and financial advisors. This role is fully remote, offering competitive compensation, a full benefits package, and the chance to impact a rapidly-growing platform used by financial professionals.

Qualifications

• 5+ years of product management experience with data-driven projects.
• Experience working with financial products or advisors.
• Strong understanding of portfolio optimization and performance analysis.

Responsibilities

• Own advisor workflows and projects from definition to delivery.
• Lead discovery through user interviews and data analysis.
• Translate complex concepts into user-friendly workflows.

Skills

Product management

Data-driven products

Quantitative concepts

User engagement

Job description

Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world‑class research tools without the complexity or price tag of legacy platforms.

Our impact so far: 🚀 One of the fastest‑growing platforms for financial advisors, driven by product‑led growth 🥇 Recognized by users as a top‑rated investment solution on G2 🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry

About the Role

Koyfin has achieved strong product market fit and profitable growth. The next phase is about deepening our product for financial advisors and wealth management professionals. As a Senior Product Manager focused on advisor and portfolio workflows, you will own some of the most mission‑critical parts of the Koyfin product, including portfolio analytics, performance calculations, options analysis, and bond analysis. These workflows will become central to how advisors use Koyfin day to day, with a high bar for correctness and usability. This role is for a product manager who thrives on ownership and execution in complex, data‑driven domains. You will take ambiguous problems, talk directly to users, make judgment calls, and work closely with engineering and design to turn real advisor needs into shipped product.

What you’ll be doing?

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

What We’re Looking For

• 5+ years of product management experience building and shipping data‑driven or workflow‑heavy products
• Experience building products for investors, financial advisors, or institutional investors
• Strong understanding of quantitative concepts such as portfolio optimization and options analysis
• Proven ability to own features end to end with minimal oversight
• Comfortable working with messy real‑world data and 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

What we offer

• A culture of ownership and high standards
• A fully remote, results‑driven team that ships real product and learns directly from users
• Competitive compensation, including stock options
• Full benefits package including medical, dental, and 401k contributions
• The opportunity to own meaningful product surface area used daily by professional investors
• A product‑led company that values craftsmanship, accountability, and getting things done

How to Apply

Click the button below to submit your application via Typeform. Applications submitted through Typeform will be reviewed as a priority.

Koyfin is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Yes, you can work from anywhere.

We are a remote‑first company and maintain an office in Kyiv. Additionally, some of our employees opt to work from local coworking spaces.