AI Product Manager Retirement & finance and insurance Domain

AI Product Manager Retirement & finance and insurance Domain

Posted Today by ScrumLink, Inc.

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Negotiable
Undetermined
Remote
Remote
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Artificial Intelligence Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) Finance Financial Services Management Product Management Product Strategy Software Development Stakeholder Management

Summary: The AI Product Manager role focuses on leading AI/ML product initiatives within the retirement and finance sectors. The position requires extensive experience in product management, particularly in AI products, and a strong understanding of regulatory frameworks. The candidate will be responsible for defining product strategy and managing stakeholder relationships at the executive level. This role is fully remote, allowing for flexibility in work arrangements.

Key Responsibilities:

  • Lead AI/ML product initiatives from ideation to production rollout.
  • Define product strategy and roadmap independently.
  • Manage stakeholder relationships with VP/C-level influence.
  • Ensure compliance with regulations in the financial services industry.
  • Utilize AI technical skills to enhance product offerings.

Key Skills:

  • 8+ years in Product Management.
  • 4+ years leading AI/ML product initiatives.
  • Proven ownership of AI products.
  • Experience in regulated industries, preferably financial services.
  • Strong stakeholder management skills.
  • Practical experience with LLM-based applications.
  • Understanding of AI evaluation frameworks and experimentation.
  • Hands-on knowledge of retirement and wealth domain expertise.
  • Preferred certifications: CFP, CFA, CEBS, CRPS, ASPPA (QKA/QPA).

Salary (Rate): undetermined

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Key Requirements Summary

  • 8+ years in Product Management
  • 4+ years leading AI/ML product initiatives
  • Proven ownership of AI products from ideation to production rollout
  • Experience defining product strategy and roadmap independently
  • Strong stakeholder management with VP/C-level influence
  • Experience working in regulated industries (financial services preferred)

Core AI/Technical Skills (Must Have)

Candidates should have practical, production-level AI product experience in:

  • LLM-based applications using:
    • GPT-4o
    • Claude
    • Gemini
  • Prompt engineering & structured outputs
  • RAG architecture understanding:
    • chunking
    • embeddings
    • retrieval optimization
    • hallucination mitigation
  • Agentic AI workflows:
    • LangChain
    • LangGraph
    • Vertex AI Agent Builder
    • Copilot Studio
  • AI evaluation frameworks:
    • precision/recall
    • ROC-AUC
    • hallucination metrics
  • SQL/data fluency
  • API/system architecture understanding
  • AI experimentation:
    • A/B testing
    • cohort analysis
    • shadow deployments
  • Daily usage of AI developer tools:
    • GitHub Copilot
    • Cursor
    • Claude Code

Mandatory Retirement & Wealth Domain Expertise

Strong hands-on knowledge required in:

  • 401(k), 403(b), 457 plans
  • SECURE 2.0 regulations
  • ERISA & fiduciary standards
  • Retirement readiness and participant behavior
  • Target-date funds & managed accounts
  • Advisor ecosystem:
    • RIA
    • Broker-dealer
    • Recordkeepers

Preferred Certifications

  • CFP
  • CFA
  • CEBS
  • CRPS
  • ASPPA (QKA/QPA)
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