Wealth Management - AI Product Owner, Financial Insights - Senior Associate
On-siteJersey City, New Jersey, United States
Job Summary
Identify, design, and deliver AI-powered solutions for front office Finance by partnering with senior stakeholders to translate decision workflows into product concepts. Own the product vision and roadmap for a first-of-its-kind Finance mobile app, defining insights, cadence, and executive curation while collaborating with data scientists to shape grounded, accurate outputs. Write requirements, manage agile backlogs, and execute testing cycles including UAT coordination and defect triage to ensure quality before production. Define success metrics, track adoption, and lead feature launches with internal communications and live demos for Finance leadership. Maintain peer benchmarking across financial services to identify patterns for proactive insights and executive delivery surfaces.
Required Qualifications
- 3 years in product management, product ownership, or business analysis supporting front office Finance or investment management teams
- Strong understanding of Finance functions (FP&A, reporting, forecasting, treasury, controller workflows) within asset management or wealth management
- Working knowledge of AI/ML trends, particularly large language models, agentic AI, and intelligent automation, with the ability to translate capabilities into practical product ideas
- Proven track record designing or owning digital products (mobile apps, dashboards, executive-facing tools) with strong instincts for UX and information design
- Working familiarity with SQL (ability to read, understand, and validate query logic; basic querying to support analysis and triage)
- Working understanding of data architecture concepts (sources, transformations/ETL, curated datasets, metric definitions, and consumption layers) to effectively bridge Finance and engineering teams
- Strong analytical and storytelling skills; ability to build data-driven narratives and deliver polished presentations to executive audiences
- Proficiency with analytics and visualization tools (e.g., Excel, Tableau, PowerPoint)
- Excellent written and verbal communication; ability to bridge technical and business audiences
- Demonstrated ability to manage product backlogs and deliver in agile environments
- Bachelor's degree in Finance, Business, Economics, or a related field
- Candidates must be authorized to work in the United States without the need for current or future sponsorship
- This role requires in-office presence at our Jersey City, NJ or Columbus, OH location
Desired Qualifications
- Familiarity with GenAI product patterns where outputs are based on approved internal sources, sufficient to partner effectively with engineering teams
- Background with semantic layers, metrics definitions, data dictionaries, or validating analytics outputs against Finance reports in partnership with data teams
- Familiarity with mobile product design, push notification strategy, or content delivery frameworks for executive audiences
- Prior work building insights, alerting, or nudge-based products (exception-based reporting, proactive intelligence)
- Background at a large financial institution, consulting firm, or fintech serving asset/wealth management
- Familiarity with user research methodologies, design thinking, or jobs-to-be-done frameworks
- MBA or advanced degree in a relevant field
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