Principal Product Manager, Financial Data

Description

The company is an AI platform for market intelligence and workflow automation, used by thousands of large organizations in business and finance. Its content library holds over 500 million premium business documents, including equity research, earnings calls, expert interviews, filings, news and internal proprietary material. Products include Generative Search, Generative Grid and Deep Research.

The Financial Data group curates structured data, both built in-house and sourced from third-party providers. It has mainly focused on a library of more than 4,000 fundamental financial models. The company acquired Tegus in 2024, and the Global Research team is now merging that dataset with third-party data into one database meant to give customers accuracy, context and flexibility for investment decisions.

This is a Principal Product Manager role leading the integration of two major new product launches into the platform.

Responsibilities

• Build the framework for taking a product from zero to one, starting with initial data analysis and running through launch. This includes user stories, milestones and a roadmap, and helping PMs write detailed PRDs.
• Work with internal domain experts who have deep capital markets and investment research backgrounds to learn user pain points, test product hypotheses, spark ideas and guide priorities.
• Connect complex user workflows with technical delivery by turning detailed analytical needs into sound data architectures, working with the Web, Excel and AI platform teams so data reaches users smoothly.
• Work with Directors to manage staffing, reporting and milestone tracking across both major projects.
• Mentor and coach product managers together with team leads to raise functional quality, support growth and build strong product teams.
• Define core client problems and work with engineers to test possible solutions against customer feedback, strategy, market analysis and technical feasibility.
• Track industry trends and analyze competing content sets to inform the product and content direction. Talk with customers about their workflows and pain points, and record feedback you can act on.
• Communicate clearly and persuasively so cross-department partners understand complex ideas and agree to them.

Requirements

• 12+ years of product management experience, including several years in fintech, investment research or financial services.
• A proven record of running complex products with many moving parts. You make hard trade-off decisions and sequence development to deliver value on tight deadlines.
• Strong communication skills and a team-first approach.
• Meticulous attention to detail.
• Experience with Notion and Linear.
• Comfort using SQL, LLMs or both to query complex datasets, check data quality and turn technical findings into user value. This is an asset.
• Bachelor's degree in finance, accounting or business, or an MBA or CFA designation.

Conditions

Base salary range is $170,000 - $200,000 CAD. Pay is set by function and level, benchmarked against similar growth-stage companies and internal peers, and shared on every posting in line with local law. Final offers depend on factors such as experience and expertise and may fall outside this range.

The company is an equal opportunity employer and does not discriminate on any protected basis.

Benefits

• Performance-based bonus, equity and a generous benefits program.