Note: The job is a remote job and is open to candidates in USA. Advisor360° is a company focused on transforming product development for financial advisors through AI-native solutions. The Senior Principal Product Manager will own a product end-to-end within a new AI-native product portfolio, leading a small team to identify business problems, develop product specifications, and drive measurable impact.
Responsibilities
- Identify real business problems that financial advisors face and translate them into product opportunities backed by evidence — customer interviews, workflow observation, competitive analysis, market data
- Build and maintain deep relationships with advisors to understand their daily pain points, the friction in their client relationships, and the gaps in their current technology stack
- Develop the business case for what gets built — problem sizing, competitive positioning, differentiation, and success criteria. Every feature has a "why" rooted in customer value and business impact
- Write structured product specifications that translate business needs into precise, actionable documents — your specs are the primary input to an agentic development pipeline where AI agents execute against what you write
- Own feature design and end-to-end user story creation — your user stories define the acceptance criteria that drive the team's entire test automation pipeline, from AI-generated e2e tests through regression suites
- Partner with your Tech Lead on plan review — your spec must give both humans and AI agents enough context to execute well
- Operate 6-12 weeks ahead of your team — the next three features are defined (customer problem, proposed solution, success criteria, key risks) before the current one ships
Skills
- MBA from a top-tier program and an undergraduate degree in computer science, engineering, or a related technical field
- 2+ years of product management experience at a brand-name B2B SaaS company
- Minimum 1 year as a professional software engineer — you've written production code and understand engineering from the inside
- A track record of identifying customer pain points and turning them into successful products — not just shipping features, but solving problems that drive adoption and retention
- Demonstrated ability to write detailed, structured technical specifications to drive implementation
- Strong business instincts — you think about market sizing, competitive dynamics, and customer value, not just feature lists
- Exceptional written communication
- Experience designing multi-system workflows that connect disparate data sources (support platforms, analytics, CRM, communication tools) into coherent product intelligence pipelines
- Demonstrated ability to build structured frameworks for product discovery — jobs-to-be-done analysis, opportunity scoring models, or similar systematic approaches to identifying and prioritizing customer problems
- Comfort working with LLMs as a power user — prompt engineering, agent orchestration, or building AI-assisted workflows. You don't need to train models, but you need to understand what they can and can't do well enough to design reliable agent pipelines
- Experience producing board-level or executive-facing business artifacts — investment cases, quarterly business reviews, strategy narratives — and a desire to automate the grunt work behind them
- Hands-on experience with MCP (Model Context Protocol) or similar tool-integration patterns for LLMs
- Experience with workflow automation platforms (n8n, Zapier, Temporal, or custom orchestration) connecting product tooling across systems
- Background in designing feedback categorization or tagging systems — whether manual or automated
- Familiarity with AI coding tools as a user or builder
- Experience with AI/ML products, particularly conversational or agent-based systems
- Background in financial services, wealth management, or regulated industries
Benefits
- Competitive base salaries
- Annual performance-based bonuses
- The chance to share in the equity value you and your colleagues create during your time with the company
- Comprehensive health benefits, including dental, life, and disability insurance
- Unlimited paid time off program
Company Overview
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth. It was founded in 2019, and is headquartered in Weston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is https://www.advisor360.com/.