Wealth Management - AI Product Owner, Financial Insights - Senior Associate

Job Summary

As a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify, design, and deliver AI-powered solutions for front office Finance, pairing strong product judgment with awareness of emerging AI capabilities. You will own the product vision for a first-of-its-kind Finance mobile app that delivers AI-generated insights, spotlights, and nudges directly to Finance leadership. You will connect Finance needs to data and engineering delivery, conduct market research on AI trends, and communicate product vision to senior leaders through polished narratives and decision-focused recommendations.

Job responsibilities

• Partner with senior Finance stakeholders (CFO, controllers, FP&A, business leaders) to understand decision workflows, pain points, and information gaps; translate needs into AI-powered product concepts
• Define and prioritize the AI product roadmap by identifying high-value use cases and converting ambiguous business challenges into measurable outcomes
• Collaborate with data scientists and engineers to shape AI solutions, focusing on practical approaches like grounding outputs in approved internal sources, drafting commentary and summaries, and adding validation checks so outputs are accurate and executive-ready
• Write product requirements, user stories, and acceptance criteria for AI tools; own the backlog and deliver in agile sprints
• Define success metrics for AI products; track adoption, quality, and business impact; iterate based on user feedback and observed performance
• Own the product vision and roadmap for the Finance mobile app, defining what insights get pushed, to whom, at what cadence, and how AI-generated outputs are curated for executive consumption
• Partner with UX design and engineering to ensure the mobile interface is intuitive and aligned to how Finance leaders work
• Define and document data requirements for Finance insights, including metric definitions, hierarchies, time periods, and segmentations; translate Finance questions and KPIs into clear logic and validate outputs against expected Finance results
• Design and execute testing cycles for AI features—defining test scenarios, coordinating UAT with Finance users, triaging defects, and confirming outputs meet quality standards before production release
• Lead feature launch activities including internal marketing communications, stakeholder outreach, live demos for Finance leadership, and adoption campaigns that build awareness and sustained engagement with new capabilities
• Maintain peer benchmarking across financial services and adjacent CFO tooling to identify proven patterns for proactive insights, exception-based reporting, and executive delivery surfaces

Required qualifications, capabilities, and skills

• 3 years in product management, product ownership, or business analysis supporting front office Finance or investment management teams
• Strong understanding of Finance functions (FP&A, reporting, forecasting, treasury, controller workflows) within asset management or wealth management
• Working knowledge of AI/ML trends, particularly large language models, agentic AI, and intelligent automation, with the ability to translate capabilities into practical product ideas
• Proven track record designing or owning digital products (mobile apps, dashboards, executive-facing tools) with strong instincts for UX and information design
• Working familiarity with SQL (ability to read, understand, and validate query logic; basic querying to support analysis and triage)
• Working understanding of data architecture concepts (sources, transformations/ETL, curated datasets, metric definitions, and consumption layers) to effectively bridge Finance and engineering teams
• Strong analytical and storytelling skills; ability to build data-driven narratives and deliver polished presentations to executive audiences
• Proficiency with analytics and visualization tools (e.g., Excel, Tableau, PowerPoint)
• Excellent written and verbal communication; ability to bridge technical and business audiences
• Demonstrated ability to manage product backlogs and deliver in agile environments
• Bachelor’s degree in Finance, Business, Economics, or a related field

Preferred qualifications, capabilities, and skills

• Familiarity with GenAI product patterns where outputs are based on approved internal sources, sufficient to partner effectively with engineering teams
• Background with semantic layers, metrics definitions, data dictionaries, or validating analytics outputs against Finance reports in partnership with data teams
• Familiarity with mobile product design, push notification strategy, or content delivery frameworks for executive audiences
• Prior work building insights, alerting, or nudge-based products (exception-based reporting, proactive intelligence)
• Background at a large financial institution, consulting firm, or fintech serving asset/wealth management
• Familiarity with user research methodologies, design thinking, or jobs-to-be-done frameworks
• MBA or advanced degree in a relevant field

Additional Information 

This position does not offer visa sponsorship. Candidates must be authorized to work in the United States without the need for current or future sponsorship. 

This role requires in-office presence at our Jersey City, NJ or Columbus, OH location.