Product Manager

Founding Product Manager, AI-Native Wealth Management Start-Up (Consumer, AI) New York, NY (Flatiron, On-site)I’m working with a New York start-up that is rebuilding wealth management with AI. Most people still get reactive advice: an annual check-in, a financial plan that sits in a document, and an advisor juggling hundreds of clients. Their platform keeps a living picture of each client, spots when life changes happen and adjusts the plan before the client thinks to ask. It takes the low-value work off advisors so they can focus on the parts that need a person. The model is working. The company launched by acquiring advisory firms, so it had real advisors, real clients and over $1B in client assets from day one. It has raised a $64M Series A and is less than a year out of stealth. The team is around 15 people.

Consumer fintech, AI agents and agentic workflows, AI/LLM features, product analytics. What they’re looking for5 to 10 years as a Product Manager, with title progression to Senior PM, Lead PM or Product LeadEnd-to-end ownership of a consumer (B2C) product at a start-up: discovery, scoping, launch and iteration Time at a well-known, high-growth company or start-upHands-on experience shipping AI features and using AI tools day to day A clear story behind each career move Founding PM or early-stage experience is a strong plus Fintech, wealth or other regulated consumer experience is a plus but not required Your track record matters more than where you studied