Senior Product Manager, Agentic Products

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.
What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 
As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 
Join us, and be part of a company that's not only moving fast—but making it count. 

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

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

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

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°

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.

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

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 transfer 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.
Advisor360 will only communicate with a job applicant directly from an @advisor360.com email address and will never conduct an interview in a chatroom forum. During an interview, Advisor360 will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.
Should you have any questions regarding the application process, please contact Advisor360 at [email protected]

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