Senior Product Manager Wealth and AI

You will own the wealth product area end to end, defining its strategy, roadmap, user insights, and optimization features. You will lead conversational AI and AI-driven insights, set quality and safety standards, analyze product metrics, run experiments, and mentor less experienced product managers.

Responsibilities

• Set the product strategy and roadmap for wealth products and optimization features
• Build products and insights using aggregated portfolio data
• Improve data quality, coverage, cost-basis data, and duplicate-holding detection
• Define portfolio, cash-position, and risk insights for users
• Own the conversational AI assistant and AI-driven insights
• Set accuracy targets, human review processes, guardrails, and rollback standards for financial insights
• Define activation, engagement, conversion, retention, and insight-to-action metrics
• Run A/B tests and report experiment results
• Write product analytics queries and reporting
• Mentor less experienced product managers

Requirements

• Experience building wealth management, investing, or portfolio products
• Knowledge of financial instruments, ETFs, costs, allocation, risk, tax drag, and retail investor behavior
• Experience owning a product area end to end and defining its metrics
• Experience with product experimentation
• Experience shipping an AI- or LLM-based feature to production and owning output quality
• Experience shipping within legal or compliance constraints
• Ability to distinguish financial insights from advice
• Evidence-based product discovery experience
• Fluency in English
• Ability to work from the Berlin office
• Existing right to work in Germany or the EU, or ability to obtain it independently