Product Manager, AI Finance Transformation
Own Product Discovery & Strategy (Defining the “What”): Partner with Finance leaders to uncover deep
business pain points, not just surface requests. Conduct user research: interviews, workflow
observation, and usage analytics. Size and prioritize opportunities by business impact, user value, and
strategic fit. Build and maintain a living AI roadmap that balances near term wins with long term vision.
Drive Product Definition & Delivery (Building the “Right Thing”): Translate business needs into precise
user stories, acceptance criteria, and success metrics. Define high value AI use cases such as
automated financial analysis, intelligent document processing and conversational policy assistance.
Articulate system level requirements for AI agents (e.g., real time data access, audit trails, explainability).
Drive sprint planning, scope management, and release strategy with Engineering.
Enable Cross Functional Orchestration (Coordinating the impact): Operate at the center of the product
business engineering triad, keeping all three aligned. Challenge stakeholder requests to ensure the right
problem is being solved first. Advocate for user needs while articulating clear trade offs on scope,
timeline, and quality. Partner with Design & Data Science on UX quality and AI model requirements.
Establish Product Excellence & Ethical AI (Measuring & Iterating): Define success metrics spanning
adoption, satisfaction, business outcomes, and model performance. Build continuous feedback loops
that turn user signal into product improvements. Uphold Apple's standards for privacy, security, and
accessibility across all Finance products. Lead responsible AI practices: accuracy validation, bias
detection, and transparent user communication.
Minimum Qualifications
5+ years of Product Management experience within Enterprise, FinTech, SaaS, or AI focused
organizations.
BS/BA degree in Computer Science, Business, Finance, or a related field.
Preferred Qualifications
AI & Emerging Technology: Hands on experience with Generative AI, AI agents, or intelligent
automation. You’re excited about fundamentally transforming workflows, not just adding a chatbot
layer.
Business to Technical Translation: Demonstrated ability to bridge business stakeholders and
engineering teams. Converting ambiguous problems into clear product requirements and feature
specifications.
Product Thinking: Experience going beyond requirements gathering to defining user value and
outcomes. You understand the difference between delivering a project and delivering a product.
Stakeholder Management: Proven ability to influence without authority, building alignment across
Finance, Engineering, Design, and Data Science.
Data Driven Decision Making: Comfortable using metrics, user feedback, and business data to drive
prioritization and measure product success.
Domain Experience: Background in Finance Transformation, ERP systems, internal tooling, or FinTech
is highly desirable.
Advanced Degree: MBA or technical graduate degree is a plus.