Senior Product Owner

Cambridge Investment Research, Inc.; Phoenix (AZ); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical Vision Dental

Life insurance

Long-term disability

401K match

Paid holidays

Job summary

Cambridge Investment Research, Inc. seeks a Senior Product Owner for AI & Data Strategy to define, build, and scale enterprise AI products while strengthening data foundations. This senior IC role bridges strategy and execution across multiple teams to deliver measurable impact.

You will lead AI opportunities, develop backlogs, and drive adoption with focus on governance, privacy, and security in line with organizational goals.

Qualifications

• 5+ years of progressive product management or related experience.
• Proven experience leading strategy, roadmaps, backlogs, and delivery for complex enterprise products.
• Experience delivering AI-powered or data-driven solutions.
• Knowledge of generative AI, LLMs, RAG, AI agents and model evaluation.
• Strong enterprise data management understanding (governance, quality, lineage, privacy).
• Ability to influence stakeholders and communicate to technical and non-technical audiences.
• Strong analytical, prioritization, and business case skills.
• Experience supporting organizational change and user adoption initiatives.

Responsibilities

• Define and execute AI product strategies, roadmaps, and measurable business outcomes.
• Prioritize AI opportunities based on customer value, impact, data readiness, feasibility, and risk.
• Lead product discovery, MVP development, launch planning, adoption, and continuous improvement.
• Translate objectives into product backlogs, features, user stories, and success metrics.
• Collaborate with data teams to improve data quality, governance, and readiness for AI use cases.
• Incorporate privacy, compliance, security, governance, and human oversight into product design.
• Collaborate on Snowflake AI capabilities, Salesforce Agentforce initiatives, and related innovations.
• Create executive-ready business cases, roadmaps, performance scorecards, and strategy communications.
• Drive stakeholder alignment and influence decisions across cross-functional teams.
• Measure success by adoption, efficiency gains, productivity improvements, quality, and risk reduction.

Skills

Product management

Roadmaps

AI product delivery

Data strategy

Stakeholder influence

Communication

Analytical thinking

Change management

Job description

Job Summary

Key Deliverables and Responsibilities

At Cambridge, we believe technology should empower financial professionals, strengthen client outcomes, and create sustainable business value. We are seeking a Senior Product Owner, AI & Data Strategy to help define, build, and scale enterprise AI products while advancing the trusted data foundations that make those products successful.

This is a senior individual contributor opportunity for an experienced product leader who can bridge strategy and execution, identify meaningful AI opportunities, and collaborate across Product, Technology, Data, Architecture, Governance, and Business teams to deliver measurable impact.

What You’ll Do

• Define and execute AI product strategies, roadmaps, and measurable business outcomes.

• Evaluate, prioritize, and guide enterprise AI opportunities based on customer value, business impact, data readiness, feasibility, and risk.

• Lead product discovery, experimentation, MVP development, launch planning, adoption, and continuous improvement initiatives.

• Translate strategic objectives into well-defined product backlogs, features, user stories, and success metrics.

• Partner with data teams to improve data quality, governance, accessibility, lineage, and readiness for AI use cases.

• Support responsible AI practices by incorporating privacy, compliance, security, governance, and human oversight requirements into product design.

• Collaborate on Snowflake AI capabilities, Salesforce Agentforce initiatives, and related AI-driven innovations.

• Create executive-ready business cases, roadmap recommendations, performance scorecards, and strategy communications.

• Drive stakeholder alignment and influence decision-making across cross-functional teams.

• Measure product success through business outcomes such as adoption, efficiency gains, productivity improvements, quality enhancements, and risk reduction.

What We Are Looking For

• 5+ years of progressive product management, product ownership, digital product, data product, analytics, or related experience.

• Proven experience leading product strategy, roadmaps, backlogs, and delivery for complex enterprise products or platforms.

• Experience delivering AI-powered, machine learning, advanced analytics, intelligent automation, or workflow solutions.

• Working knowledge of generative AI, large language models (LLMs), retrieval-augmented generation (RAG), AI agents, prompt engineering, model evaluation, and AI observability.

• Strong understanding of enterprise data management practices, including governance, quality, lineage, metadata, privacy, and access controls.

• Demonstrated ability to influence stakeholders without direct authority and communicate effectively with technical and non-technical audiences.

• Strong analytical, prioritization, and business case development skills.

• Experience supporting organizational change and user adoption initiatives.

Preferred Qualifications

• 8+ years of experience spanning product strategy, AI product delivery, and data strategy.

• Financial services, wealth management, broker-dealer, registered investment adviser (RIA), or regulated industry experience.

• Experience with Snowflake AI, Salesforce Agentforce, Salesforce Data Cloud, Einstein AI, Azure AI Services, or comparable platforms.

• Exposure to AI governance, privacy, security, model risk management, or responsible AI programs.

• Relevant product management, AI, data management, Snowflake, Salesforce, or Microsoft certifications.

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance

• Vacation/sick time

• 401K retirement plan with company matching program

• Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.