Senior Product Manager - Financial Solutions

Senior Product Manager - Financial Solutions

Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant .

We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals . Powered by our proprietary BankGPT platform , this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack , unlocking a $200B opportunity and potentially replacing multiple publicly traded companies .

Ultimately, our mission is to drive financial well-being for millions of consumers.

With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.

About the Role:

Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat.

Key Responsibilities

• Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement
• Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches
• Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market
• Be the customer-facing domain expert : spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product
• Define outcome-based value narratives for enterprise buyers : prove ROI in terms that CFOs and operations leaders care about
• Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around
• Partner with platform teams to leverage shared AI infrastructure and capabilities

Required Qualifications

• 5+ years in product management
• Experience in financial services operations —you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps)
• Built products where the user is an operations, risk, or compliance professional —you understand back-office workflows at a granular level
• Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists
• Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance
• Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate
• AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter; what matters is that you've moved beyond prompting into building

Preferred Skills

• Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience
• Financial institution experience
• Built AI-powered automation for back-office or operations workflows
• Experience with outcome-based or performance-based pricing models; experience identifying and validating new product opportunities through customer discovery

Who you are?

You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it.

Our Values

• Act Like You're the Founder: Own the outcome from start to finish
• No Fear. Speak Your Mind: Candor moves us forward
• Pursuit of Excellence: Raise the bar, every time
• AI-First Mindset: Think automation, intelligence, and scale-first in every solution
• Don't Assume. Seek to Understand: Start with questions, not conclusions
• How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building.

Compensation

• Base Salary is expected to be between $165,000 - $203,000, plus 10% bonus and stock options. Exact compensation may vary based on skills and location.

Benefits

• 100% paid health, dental & vision care
• 401(k) match & financial wellness perks
• Discretionary PTO + paid parental leave