Looking for a job

Beena Nair

@beenanair

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I build AI-powered wealthtech products from requirements through client pilots.

India

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What I'm looking for

I'm seeking a remote Senior or Staff Product Manager role where I can apply AI, financial-domain depth, and cross-functional product leadership to product strategy and delivery.

At Envestnet Asset Management, I led the business analysis workstream for an AI-powered financial advisory chatbot from concept through a live client pilot, partnering with engineering and design on requirements, coordination, and UAT.

I lead a 16-person Business Analysis function and manage three senior analysts while translating product vision into epics, user stories, and requirements for wealth management and investment platforms. With nearly 20 years in fintech and wealthtech, I bring finance, AI/ML, Agile, API integration, testing, rollout, and team-development experience to product strategy.

Experience

Work history, roles, and key accomplishments

VP, Product Management & Business Analysis

Envestnet Asset Management

Jan 2007 - Jan 2026 (19 years)

Led the Business Analysis workstream for an AI-powered financial advisory chatbot from concept through live client pilot, coordinating with engineering and design. Managed a 16-person Business Analysis function and directly supervised 3 senior analysts.

Product Management Business Analysis AI ML UAT Agile Stakeholder Management Team Leadership Wealth Management API Integration Pilot Management

Senior Equity Research Analyst

Capstocks and Securities (I) Pvt. Ltd.

Jul 2005 - Mar 2007 (1 year 8 months)

Conducted fundamental and technical equity research using Capitaline, Prowess, MetaStock Professional, and IRIS. Performed portfolio risk/return analysis with Zephyr and fund analysis via Morningstar Direct.