Sr. Product Manager - AI Products (FinTech)

We are looking for a seasoned Senior Product Manager to lead the definition and delivery of AI-powered automation capabilities within our vertical SaaS platform. This role sits at the intersection of financial services technology and applied AI and is accountable for translating complex lending workflows into intelligent, scalable product experiences that meaningfully reduce manual effort for our customers.

You have shipped AI features in production—not just prototypes—and you understand what it takes to bring models, data pipelines, and UX together into a trustworthy, compliant product. Experience in consumer lending or mortgage software is a strong differentiator, as you will need to quickly earn credibility with domain-expert stakeholders and customers.

You'll take direct ownership of our Communication Agent initiative, an AI agent that manages applicant communication across multiple channels, paired with our Doc Agent, which handles document ingestion and verification. This is one of the AI platform's highest-priority initiatives, with direct visibility to executive leadership, and it's live, in-flight work: you'll be picking up and driving an active roadmap rather than starting from scratch.

Key Responsibilities:

AI Product Strategy and Roadmap

• Own the end-to-end product strategy and roadmap for AI automation features within the platform.

• Define measurable outcomes (efficiency gains, error reduction, decision accuracy) and hold the roadmap accountable to them.

• Partner with executive leadership to align AI initiatives with company-wide product vision and revenue goals.

• Build business cases justifying R&D investment based on expected revenue opportunities.

• Identify high-value automation opportunities across the loan origination and account opening lifecycles.

• Stay updated with the latest trends and advancements in AI and ML, to identify opportunities for innovation and incorporate relevant insights into product strategy and development.

Discovery and Customer Engagement

• Conduct deep discoveries with lending operations teams, compliance officers, and technology buyers to surface unmet needs. Dig beyond stated needs to define innovative solutions to customer challenges.

• Synthesize qualitative research, quantitative usage data, and competitive intelligence into clear product opportunities.

• Build and maintain a robust feedback loop with design partners and early-access customers during feature development.

Cross-Functional Delivery

• Drive execution with engineering, data science, and design teams using agile practices and emerging Dev AI practices.

• Translate business needs into clear and actionable epics, user stories, acceptance criteria, and supporting documentation. Lead rapid prototyping exercises to speed time to market and enable early customer validation.

• Ensure requirements align with strategic business goals while balancing compliance, security, scalability, and technical feasibility.

• Partner with data scientists and ML engineers to scope model development, define success metrics, and establish human-in-the-loop review processes.

• Coordinate with compliance, legal, and information security to ensure AI features meet regulatory expectations (FCRA, ECOA, fair lending, model risk management, emerging regulation governing AI use in fintech).

• Own launch readiness: go-to-market coordination, documentation, training, and customer communication.

• Make channel - and system-integration sequencing decisions (e.g., which communication channels or data sources to bring online first) that balance speed to value against technical feasibility and existing ownership boundaries.

Measurement and Iteration

• Define and track KPIs for AI features post-launch: automation rates, exception volumes, model drift indicators, and business impact.

• Establish feedback mechanisms that surface edge cases and model errors quickly and translate them into iteration cycles.

• Communicate product performance transparently to leadership and stakeholders.

• Collaborate with Sales and Marketing to track product pipeline development and revenue opportunity. Correct course where adoption falls short of expectation.

Qualifications

Product Management

• 5+ years’ experience in product management, with proven success designing enterprise AI/ML products in a SaaS B2B environment.

• Experience conducting customer/user research, usability testing, and translating insights into product strategy. Proficiency with AI-driven prototyping methods.

• Strong organizational and multi‑tasking abilities, capable of managing multiple projects, priorities, and communication channels in a fast‑paced environment

• Mastery of agile methodologies, processes, artifacts. Understanding of/exposure to emerging DevAI practices.

• Strong problem-solving skills

• Effective storytelling and presentation abilities

• Excellent collaboration skills within and across teams

• Ability to give and receive constructive design feedback

• Awareness of industry trends, emerging technologies, and best practices in AI product design

AI Experience

• Demonstrated track record of taking AI features from concept to production for external, customer-facing products (not internal tooling or prototypes), including model integration, data contracts, and post-launch monitoring.

• Expertise in digital product development, including conversational AI, GenAI, automation, and data-driven platforms.

• Familiarity with AI/ML concepts, LLMs, MCPs, GenAI platforms, API integration

• Familiarity with responsible AI principles, model interpretability, bias mitigation, and quality/accuracy metrics required for production grade AI systems.

• Experience collaborating with Data Science and Engineering teams to define training data needs, evaluate model performance, and implement iterative feedback loops.

Background and Education

• Bachelor’s degree required; MBA preferred. Computer science background (education or other demonstrated proficiency) preferred.

• Consumer or mortgage lending software experience is a plus