Lead Product Manager

About the role

This role involves managing the software layer for a private banking platform that provides liquidity solutions to ultra-high-net-worth clients. You will oversee the advisor application, client application, and lender-facing tools while driving AI-native product initiatives.

Key facts

What you'll do

• Manage the unified software layer across advisor, client, and lender-facing surfaces.
• Direct the planning and execution of AI-native product features in coordination with the CTO and Head of Advanced Computing.
• Create and maintain a structured sprint cadence to ensure rapid development cycles.
• Write precise product requirement documents and tickets to provide clear direction to engineering and design teams.
• Lead user discovery sessions with clients in partnership with the Head of Go to Market.
• Author design briefs for new projects and collaborate with the Head of Product Design.
• Translate complex financial concepts into intuitive software workflows.

Requirements

• 5+ years of product management experience at a fintech, bank, or growth-stage software firm.
• Domain expertise in wealth management, banking, lending, or capital markets.
• Bachelor degree.
• Ability to convert ambiguous business goals into data-driven sprint plans.
• Strong written and verbal communication skills for technical and executive stakeholders.
• Experience managing professional relationships with high-value partners and internal teams.

Nice to have

• Experience with loan origination, private credit, fund finance, or securities-based lending.
• Background building platforms for financial advisors, RIAs, or private bankers.
• History of working with design-focused leadership.
• MBA or advanced degree in finance or business.

Skills & tools

• Linear
• Notion

Practical notes

• Compensation includes a competitive base salary and equity.
• Benefits include health, dental, and vision insurance.
• The role requires regular in-person attendance in New York City.