This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are hiring a Mid-to-Senior Product Manager to help drive enhancements for Model Marketplace, Investment Proposal Generation, and Managed Accounts solutions. You will work closely with engineering, QA, and business stakeholders to translate needs into actionable requirements and deliver iterative product improvements. Strong experience in wealth management technology is preferred, including model construction, outsourced trading, and proposal workflows. Rebalancing and trading exposure is a plus. - Gather needs from stakeholders and translate them into user stories and system requirements. - Define product enhancements involving data models, business rules, and permissions. - Own backlog prioritization and ensure delivery readiness for sprint execution. - Coordinate rollout readiness with product, sales, marketing, and service teams. - Communicate priorities, timelines, risks, and dependencies effectively. Qualifications - Wealth management/investment solutions experience preferred - Familiarity with managed accounts, model marketplaces, proposal tools, model construction, and outsourced trading - Plus: rebalancing and trading platform exposure - Strong product management execution and stakeholder communication - Bachelor’s degree in Finance, Engineering, related field, or equivalent experience Requirements - This is a remote position. Benefits - Competitive salary - Opportunity for advancement - Training & development - Fully remote setup with cross-functional collaboration - Structured onboarding and hands-on, team-based training - Professional development support and learning resources

• Lead the End-to-End Cycle (Upstream and Downstream): Ensure that strategy turns into real delivery by planning, executing and monitoring from Discovery through final deploy, guaranteeing that what was planned is delivered with excellence. • Work in a Product Trio (Engineering, Design and Product): Collaborate closely with Engineering for technical feasibility, Design for a user-centered experience, and Product Marketing (PMM) to ensure the value of new features is communicated correctly to the market. • Decide Based on Data: Analyze funnel and behavior metrics daily to generate hypotheses and prioritize what truly moves the liquidity needle. • Execute with Agility: Implement A/B tests and experiments to validate assumptions quickly, ensuring learning comes before large-scale development. • Manage the Roadmap and Stakeholders: Balance expectations across business areas with the product vision, maintaining a transparent roadmap focused on value. • Refine and Communicate Precisely: Write detailed user stories, manage the backlog with clear prioritization and keep stakeholders informed about progress, wins and learnings from each cycle. • Ensure Delivery Quality: Perform constant validations ("is it live?", "is it working as it should?"), ensuring the user experience is flawless after release. • Map and Mitigate Risks: Proactively identify risks related to value, feasibility, usability and business, ensuring the team doesn’t encounter surprises along the way.

• Own the delivery and evolution of the AI apparatus, including systems, capabilities, and tooling that support scalable AI solution development. • Determine the appropriate role -- player or coach -- for each AI capability based on strategic importance, technical complexity, and product ownership. • As a player: Lead discovery efforts and define requirements for AI apparatus features. • Write user stories and collaborate with engineering to ensure solutions are viable, scalable, and aligned with market needs. • Monitor product adoption, feature performance, AI prompt quality, and ongoing costs, adjusting and improving over time. • As a coach: Empower Product Managers to build AI-driven features using pre-built AI apparatuses. • Provide training, best practices, processes, and hands-on partnership to support successful AI solution development. • Establish and maintain frameworks for responsible AI development, ensuring ethical use, compliance, and transparency. • Lead internal education efforts on AI concepts, tools, and methodologies to elevate AI capability across the product organization. • Define best practices for AI cost management, including understanding cost drivers, managing the AI product catalog, and helping Product Managers assess and forecast the costs of their AI solutions. • Continuously monitor AI industry trends, emerging technologies, and competitive movements to inform strategy and drive innovation. • Define scalable approaches for model lifecycle management, data governance, monitoring, and operationalization of AI features. • Support incremental, iterative delivery of AI advancements while positioning the organization for long-term innovation. • Potentially expand responsibilities over time to include building and leading a team of AI Product Analysts.

• Owns the 12-month product roadmap and align the scrum team around delivery of high value business outcomes. • Researches and identifies emerging market and technology needs to influence the market roadmap and promote innovation and differentiation. • Uses data to validate roadmap prioritization and proposed solution builds. • Ensures that we are solving the right problems and that these problems are worth solving. • Builds deep business domain and user and client expertise to identify product and market opportunities. • Acts as the subject matter expert for their assigned product and market. • Translates business requirements into technical requirements. • Documents requirements in the form of user stories to create a shared understanding with Engineering teams. • Develops, refines, and documents other product artifacts (Ex: Visual collaboration documents, Lucid Chart workflows, etc.) • In partnership with Engineering, Design and Architecture teams, builds system designs. • Validates all product & engineering artifacts (User Stories/Acceptance Criteria, Visual Collaboration documents, design documents, etc.) to ensure risks to value, viability, feasibility, and usability are addressed upfront. • Participates in quarterly release planning activities, driving direction and prioritization for each quarter. • Serves as the product owner of the scrum team to plan the work of the team and resolve in-sprint issues. • Acts as a ruthless “prioritizer” while balancing the needs of clients and stakeholders. • Performs necessary backlog maintenance, such as identifying escalated feature or bug requests and preparing them for upcoming sprints. • In partnership with Engineering, Design and Architecture teams, builds system designs; Validates all system designs that impact your product. • In conjunction with the Product Analyst, oversees that the totality of delivered user stories meet the epic’s definition of done. • Serves as the day-to-day contact for the team on clarification of requirements and drives the teams’ refinement ceremony. • Acts as the product point of contact for all sprint ceremonies: sprint planning, refinement, sprint demo, retrospective, etc. • Ensures backlog health meets the demands of the team as set/determined by Product Leadership. • Performs functional testing and confirm sprint demos to ensure delivery of quality software. • Partners with business stakeholders to align to strategic long-term roadmaps and ensure delivery of the aligned product outcomes. • Aligns stakeholders across the organization to ensure transparency of prioritization and roadmap status. • Acts as a liaison between stakeholder and development teams. • Drives the agenda and facilitates meetings with Analysts to obtain roadmap feedback. • Partners with marketing and operations to provide market and product responses to RFIs. • Champions and models Origami Risk’s values (Prioritize Clients’ Trust and Success, Innovate with an Entrepreneurial Spirit, Collaborate and Win as a Team)