Build the Future of AI for Financial Advisors

At Advisor360°, we’re not just adding AI features—we’re redefining how financial advisors work.

We’ve already built the foundation and agentic infrastructure. We’re looking for a product leader to join us in building transformative advisor experiences.

This is a 0→1 product role with real ownership. You won’t be optimizing the margins of an existing feature—you’ll be deciding what should exist in the first place. From intelligent onboarding to compliance-aware automation, you’ll shape the agentic layer that advisors rely on every day.

Why this role is different:

• You own the “why” and the “what”
• You’re building in a high-stakes domain
• You’ll work directly with users who matter
• You define what “good AI” looks like
• You operate at the center of everything

This role is remote or hybrid, working three days per week onsite in our Needham, MA headquarters.  

What You'll Own

Agentic Product Strategy & Delivery

You are the product owner for Advisor360°'s advisor-facing agentic experiences. The platform team provides the foundation (LLMs, RAG, agent infrastructure). You decide what to build on top of it and why.

• Own the product strategy, roadmap, and delivery of agent-powered products across advisor workflows: intelligent onboarding, client servicing, compliance, and emerging use cases
• Define new AI product concepts from 0 to 1, taking them from discovery through launch and iteration with a bias toward rapid experimentation
• Translate advisor needs and firm-level goals into product requirements that AI Engineering and Design can execute against
• Own quality and release decisions for your products; you define what "good" means for end users and hold the bar on what ships
• Define experiments and measure outcomes using data and KPIs to validate product-market fit, assess feature success, and surface opportunities for improvement

Customer Discovery & Go-to-Market

The best AI products start with a deep understanding of the people using them. You will spend real time with advisors and firms to make sure what we build actually solves their problems.

• Deeply understand the needs of advisors working in BDs and RIAs through customer interviews, usability testing, and data analysis, ensuring each product genuinely boosts advisor and firm efficiency
• Lead product launches in partnership with sales, marketing, training, and customer success, with a strong focus on measurable adoption and business impact
• Manage projects from concept to launch, including continuous product discovery, rapid prototyping, writing technical requirements, and conducting user testing to ensure high-quality outcomes
• Develop and validate pricing, packaging, and positioning for AI capabilities in collaboration with go-to-market teams

Cross-Functional Leadership

You will sit at the intersection of AI Engineering, Data Science, Design, and the business. Your job is to keep these teams aligned on what matters and moving together.

• Partner closely with PMs across the business to ensure product needs show up in platform and data roadmaps; you are their most important internal customer
• Collaborate with Compliance and Legal to ensure AI behavior stays predictable, explainable, and appropriate for regulated use cases
• Foster an empowered, outcome-focused team culture where cross-functional teams have the autonomy and tools to make key product decisions
• Guide and mentor other Product Managers on best practices, including PSVs, PRFAQs, and WBRs; act as a thought leader for AI product innovation within Advisor360°

Who You Are

Core Requirements

• 7+ years of product management experience, with a track record of delivering AI-powered or technically complex B2B products, ideally including experience taking a product from 0 to 1
• Deep customer empathy and strong product discovery instincts. You have spent real time with users, and you know how to translate what you learn into products that work
• Strong enough technically to work productively with AI Engineering and Data Science teams. You understand how ML, LLMs, RAG, and agentic systems work enough to make good product tradeoffs
• Experience defining quality criteria, success metrics, and release standards for products where "correctness" is not binary; you are comfortable with probabilistic systems and know how to set the bar
• Proven ability to drive alignment across engineering, design, data science, and go-to-market teams without positional authority
• Clear, precise communicator who can translate between engineering depth and executive context
• Data-fluent: comfortable with SQL, BI tooling, and using quantitative evidence to make product decisions

Strongly Preferred

• Experience in financial services, wealth management, or another highly regulated industry (fintech, healthcare, legal tech) where compliance and trust serve as design constraints, not afterthoughts
• Experience launching AI-powered products to enterprise customers; you understand the adoption curve and the trust gap
• Strong understanding of the wealth management value chain: advisor workflows, BD/RIA dynamics, firm-level economics
• Experience with pricing, packaging, or commercialization of AI/SaaS capabilities

Why You’ll Love Working With Us: 

It’s not just about work—it’s about building a career and enjoying the ride!

The estimated base salary range for this position is $175,000-$225,000 + bonus & equity.

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Advisor360 is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

As part of our recruiting process, Advisor360 uses Metaview during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our recruiting team focus on the conversation rather than manual note-taking.

Advisor360 does not use artificial intelligence to evaluate candidates, make hiring decisions, rank applicants, or determine whether a candidate advances through the interview process. All hiring decisions are made by our recruiting team and hiring managers based on human review and assessment.

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