Staff Product Manager

Description

As Lead Product Manager, you will own a set of the company's product areas in their entirety: strategy, roadmap, commercial outcomes, and the product managers who build them.a

Our platform combines a living data model of the client, AI agents that complete complex advice and operational workflows, and compliance logic embedded directly into how work is produced. The initial wedge is adviser productivity. The larger opportunity is rebuilding the operating model of the advice firm around connected data, intelligent workflows and continuous regulatory control.

This is a lead role with founder-level scope. You work directly with the CEO, engineers, partnerships, and associate product managers. You define the what and why with enough clarity that one engineer ships the whole feature. No handoff chain, no ambiguity, no hand-waving. Your work will determine whether the company becomes the intelligence layer through which advice is created, governed and delivered.

The Team

You will work in a cross-functional squad alongside Product Engineers who own features end-to-end across frontend, backend, and AI, plus Design and the company’s domain experts: chartered compliance officers and paraplanners. Product management at the company moves fast, and we protect that pace deliberately. The best PMs do their best work when they can see the impact of what they ship.

What You'll Work On

Owning the product strategy and a rolling 3-6 month roadmap for AI agents that automate advice workflows

Translating agentic and LLM capabilities into experiences advisers trust with regulated work, where evidence and auditability sit behind every material output

Running independent discovery with advisers and paraplanners, distinguishing signal from noise, and turning adviser pain into product direction

Prioritising ruthlessly across features, bugs, and quality, and writing specs with zero ambiguity — clear enough for one engineer to ship the whole feature

Balancing enterprise partner demands with product coherence, and sequencing releases against the go-to-market calendar

Treating go-to-market as part of the build. You ship features that land, not features that launch

Coaching and multiplying the PMs around you, and building the frameworks the product function adopts as it grows

Responsibilities

• As Lead Product Manager, you will own a set of the company's product areas in their entirety: strategy, roadmap, commercial outcomes, and the product managers who build them.a
• Our platform combines a living data model of the client, AI agents that complete complex advice and operational workflows, and compliance logic embedded directly into how work is produced. The initial wedge is adviser productivity. The larger opportunity is rebuilding the operating model of the advice firm around connected data, intelligent workflows and continuous regulatory control.
• This is a lead role with founder-level scope. You work directly with the CEO, engineers, partnerships, and associate product managers. You define the what and why with enough clarity that one engineer ships the whole feature. No handoff chain, no ambiguity, no hand-waving. Your work will determine whether the company becomes the intelligence layer through which advice is created, governed and delivered.
• The Team
• You will work in a cross-functional squad alongside Product Engineers who own features end-to-end across frontend, backend, and AI, plus Design and the company’s domain experts: chartered compliance officers and paraplanners. Product management at the company moves fast, and we protect that pace deliberately. The best PMs do their best work when they can see the impact of what they ship.
• What You'll Work On
• Owning the product strategy and a rolling 3-6 month roadmap for AI agents that automate advice workflows
• Translating agentic and LLM capabilities into experiences advisers trust with regulated work, where evidence and auditability sit behind every material output
• Running independent discovery with advisers and paraplanners, distinguishing signal from noise, and turning adviser pain into product direction
• Prioritising ruthlessly across features, bugs, and quality, and writing specs with zero ambiguity — clear enough for one engineer to ship the whole feature
• Balancing enterprise partner demands with product coherence, and sequencing releases against the go-to-market calendar
• Treating go-to-market as part of the build. You ship features that land, not features that launch
• Coaching and multiplying the PMs around you, and building the frameworks the product function adopts as it grows

Requirements

• Product management experience at fast-paced, product-led B2B SaaS companies, including ownership of a product that shipped and won in market
• AI-native product experience. You've shipped products where AI is the core, not a bolt-on. You understand the difference between deterministic and probabilistic systems, and what it takes to put agentic workflows in front of users in a regulated environment
• Technical fluency. You can discuss AI architecture trade-offs, know why prompts break, and challenge engineering assumptions
• Discovery discipline and sharp prioritisation. You have run research that changed what got built, and you can explain why you said no — not just what you said yes to
• Commercial instinct. You connect product decisions to retention, expansion, and the revenue model
• Self-sufficiency with data. You define your own metrics and design your own experiments
• Strong written communication. Your decision docs and PRDs reduce meetings rather than create them
• Preferred
• Fintech or regulated industry experience
• Experience deploying AI into enterprise or compliance-sensitive environments
• Understanding of adviser workflows and compliance context

Benefits

• Competitive salary with regular appraisals
• Competitive equity package at an early stage company with high growth potential
• Our beautiful new five-floor office, “The Dome”, equipped with an onsite gym and roof terrace
• Best-in-class dental and medical insurance
• A dedicated budget for learning and professional development
• Access to an additional world-class gym and wellness centre two minutes from the office
• A tight-knit, ambitious team that cares deeply about quality and each other
• Experience: 6+ years
• Visa: US citizenship/visa not required