Lead AI Product Manager Retirement & Wealth Domain

Key Requirements Summary Product Leadership 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 AI adoption in wealth management firms like: Morgan Stanley JPMorgan Chase Preferred Certifications

CFP CFA CEBS CRPS ASPPA

(QKA/QPA) Ideal Candidate Background Best-fit candidates likely come from: Retirement recordkeepers Wealthtech/fintech firms Asset management companies RIA platforms AI innovation labs within financial institutions Strong Matching Titles Lead AI Product Manager Principal Product Manager AI Director Product Management GenAI AI Platform Product Lead WealthTech Product Manager Retirement Digital Product Lead Good Target Companies Potential sourcing targets: