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๐ About our Client:
A fintech company building software for financial advisors and RIAs (Registered Investment Advisors). The organization provides a suite of compliance, risk, and operations tools โ helping advisory firms scale through structured workflows, data-driven decision-making, and integrated digital operations.
โ Short Description:
We're seeking a Product Manager to own the full path from customer problem to shipped product. Reporting to the Head of Product & Technology, you will turn company strategy into a prioritized roadmap, keep engineering continuously fed with well-specified work, and serve as the single source of truth on product status for Sales, CS, customers, and leadership โ all while driving our client's growth into recurring scale.
๐ฐ Compensation: Competitive salary in USD
๐ฃ Language Requirements: Native-level English fluency required
๐ Location: 100% Remote
๐ Start Date: ASAP
๐ค What We Offer:
Competitive salary and performance-based incentives
Paid Time Off (PTO) and holidays
Professional development opportunities
Collaborative and supportive work environment
100% remote work
๐ผ Responsibilities:
Discovery & Customer Insight
Run continuous discovery with advisors, RIAs, and internal teams to validate problems before building
Own a single intake for feature and enhancement requests from CS, Sales, SE, and Product Marketing
Capture and prioritize feature gaps that block deals, using Sales as a discovery channel
Define the "why" and success metric for each initiative and pressure-test against the ICP
Backlog & Roadmap Management
Maintain a living quarterly roadmap tied to company goals (e.g., pilot-to-recurring conversion)
Make explicit prioritization calls, balancing new features, customer commitments, and technical health
Keep a single, visible source of truth for what's next and why
Re-sequence quickly and transparently when priorities shift
Delivery Readiness
Write clear PRDs with acceptance criteria and edge cases
Run internal requirements meetings with product owners, designers, and engineers
Keep at least two sprints of groomed, ready-to-build work ahead of the team at all times
Participate in sprint planning to align goals with engineering
Release Management
Track delivery against commitments and surface risks early
Create release notes and coordinate newsletters with the Product Marketing team
Demo new features internally and with customers to close the product-feedback loop
Measure adoption and outcomes post-release
Stakeholder Communication
Give Sales, CS, and customers timely answers on product questions and timelines
Equip Product Marketing, Sales, and CS with substance for each release
Publish regular roadmap and release communications
Manage expectations honestly when scope or dates change
โ Qualifications:
Proven experience as a Product Manager, ideally in a B2B SaaS environment
Strong ability to write clear specs, PRDs, and acceptance criteria engineers can build from without back-and-forth
Experience running customer discovery and translating insights into prioritized roadmap decisions
Proficiency with product and project management tools (e.g., Jira, Linear, Productboard, or similar)
Exceptional organizational skills and strong attention to detail
Strong communication skills โ able to translate between technical detail and business/customer language
๐ฏ Preferred Qualifications:
Experience in fintech, wealth management, or financial advisory software
Familiarity with the RIA/advisor ecosystem (compliance, risk, operations workflows)
Experience working with Agile/Scrum teams
Proven ability to drive adoption metrics and close the loop post-release
๐ Ready to own the product roadmap and make a real impact at a growing fintech company? Apply now and grow with us.
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