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• Icapital

  

  DLT Product Manager - Summer 2026 Intern

  hace 4 días

  New York

  Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets serviced globally—including $272.1 billion in alternative platform assets—we empower over 3,000 wealth management firms and 118,000 financial professionals to deliver cutting-edge alternative investment solutions. This summer, become part of a dynamic team where your ideas matter. Make a meaningful impact, accelerate your professional growth, and help push the boundaries of what’s possible at the intersection of technology and finance. Key features of our Summer 2026 Internship: • Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation., • Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone., • Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers., • Attend recurring iLearn seminars and platform demos where you will learn the latest about our products., • Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives., • Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital. About the role: iCapital’s Product department includes multiple teams dedicated to creating an industry-leading platform that manages the full life cycle of alternative investments. The Product Management team works with multiple business stakeholders to identify and define priorities. The team works closely with the Platform Engineering and Product Design teams to scope and deliver enterprise-grade software and infrastructure solutions, that are built with quality, and information and data integrity. • Learn, understand, and build solutions for the alternative investment industry., • Represent the needs of our clients and users and collaborate cross-functionally to understand priorities., • Collaborate with engineering teams to build, develop, and launch new features and products., • Facilitate customer discovery to uncover client pain points and formulate a solution and implementation plan. Valued qualities and key skills: • Possess a solid understanding of Agile development, object-oriented design, and programming languages, • Highly inquisitive, collaborative, and a creative problem solver, • Possess foundational knowledge of and/or genuine interest in the financial markets, • Able to thrive in a fast-paced environment, • Able to adapt to new responsibilities and manage competing priorities, • Technologically proficient in Microsoft Office (Excel, PowerPoint), • Strong verbal and written communication skills What we offer: • Outings with iCapital team members and fellow interns to build connections and grow your network., • Corporate culture and volunteer activities in support of the communities where we live and work., • Rooftop Happy Hours showcasing our impressive views of NYC. Eligibility: • A rising junior or senior in a U.S. college/university bachelor’s degree program, • Must be available to work the duration of the program from June 7th through August 8th to be eligible, • Committed to working five days a week in the New York City office for the entire duration of the internship, • Authorized to work in the United States* *We are unable to offer any type of employment-based immigration sponsorship for this program Pay Rate: $53.00/hour + relocation stipend and transportation stipend iCapital in the Press: We are innovating at the intersection of technology and investment opportunity, but don’t take our word for it. Here’s what others are saying about us: • Two consecutive years on the CNBC World’s Top Fintech Companies list, • Two consecutive years listed in Top 100 Fastest Growing Financial Services Companies, • Four-time winner of the Money Management Institute/Barron’s Solutions Provider of the Year For additional information on iCapital, please visit ___ Twitter: @icapitalnetwork | LinkedIn: ___ | Awards Disclaimer: ___ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

• US Tech Solutions, Inc.

  

  UX Design Product Manager

  hace 26 días

  New York

  Duration: 6 Months Location: New York, NY (onsite in a hybrid model) Job Description: We are seeking a UX Design Product Manager to support the Client’s Research team in developing and enhancing an internal portfolio management tool. This is an excellent opportunity for a UX Design Product Manager

• Insight Global

  

  AI Product Manager

  hace 5 días

  New York

  Description: A hospital system in NYC is seeking a Product Owner to join their Digital Solutions team. This person will be overseeing a new AI/ML product that is responsible for tracking Revenue Operations. Some responsibilities are below: • Identify Customer Needs: Understand and articulate customer needs and business objectives., • Product Vision: Create and communicate a clear vision for the product., • Strategy Development: Develop product strategies, including pricing and positioning., • Requirements and Prototypes: Translate strategy into detailed requirements and prototypes., • Cross-functional Collaboration: Work closely with engineering, marketing, and other teams to deliver the product., • Market Research: Conduct market research to identify trends and opportunities., • Product Launches: Manage product launches and promotional activities. Customer Feedback: Gather and analyze customer feedback to improve the product. Required Skills & Experience: • 5+ years of Product Development Or Business Analysis experience in enterprise environment (Product opening and a Business Analyst opening), • Experience working with technical teams (engineers, developers, architects) and has the ability to assist in overcoming roadblocks, • Strong understanding of Agile processes (including: creating user stories, participating/facilitating scrum 'ceremonies', Kanban etc. ), • Great communication/Ability to interact with dev teams, stakeholders, third party vendors, and researchers

• Neuberger Berman

  

  Investment Technology Product Manager Lead

  hace 4 días

  New York

  We are seeking a technically strong, self-directed Product Manager with deep investment management experience to lead solutions across NB’s investment platforms (e.g., Aladdin, Perform, Eze) and GenAI initiatives. You will own product discovery, design, documentation, and delivery—partnering closely with portfolio managers, traders, risk, operations, engineering, and strategic vendors to build high-quality, scalable solutions. Key Responsibilities Product leadership Serve as the primary liaison between business stakeholders and engineering, translating complex requirements into clear, prioritized product roadmaps and features. Drive discovery and design with business users; validate solutions through prototypes, proofs of concept, and iterative feedback. Delivery and execution Lead solution architecture and documentation with an AI-first philosophy Manage product timelines, scope, and dependencies; ensure alignment with business objectives and regulatory requirements. Vendor and stakeholder management Manage strategic vendor relationships, SLAs, and escalations; negotiate priorities and delivery commitments. Facilitate cross-functional governance; communicate plans and progress to senior stakeholders. People leadership Manage a team of 3–5 product and/or business analysts; coach performance, cultivate domain expertise, and foster a high-trust, results-oriented culture. Qualifications 10+ years in product management, business analysis, and solution design within investment technology. Buy-side experience is a plus. Strong financial data analysis skills; hands-on experience with market, reference, and transaction data in institutional asset management. Prior experience managing a small team; coaching, performance management, and high-trust, results-oriented culture. Experience with Order Management Systems (e.g., Aladdin, Perform, Charles River, Eze) and investment workflows (trading, portfolio construction, compliance). Familiarity with investment guideline oversight, investment risk, and operational risk frameworks. Technical proficiency: SQL and Snowflake required; Python and Tableau preferred. Exposure to GenAI applications in asset management is a plus. Proven track record leading cross-functional teams and delivering complex initiatives in regulated environments. #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $185,000-$210,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 770-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures:

• Vts

  

  Senior Product Manager - VTS Activate Core Experience & Integrations

  hace 4 días

  New York

  VTS Activate delivers a unified tenant experience across office, industrial, and retail assets. The Activate Core Experience & Integrations platform powers content management, events, room booking, and extensibility with other systems. As Senior Product Manager, Activate Core Experience & Integrations, you’ll own the strategy, roadmap, and execution of VTS Activate’s foundational platform. You’ll ensure it’s intuitive, reliable, and extensible — enabling other squads and partners to build on top of it. • This role is based in our New York office and requires in-office collaboration four days a week, with periodic travel to customers (approx. 10–20%). * Here is what you can expect as a Senior Product Manager: • Own the core platform roadmap, defining the long-term vision for content, events, and booking experiences., • Deliver platform-wide consistency, collaborating across squads to align design systems, shared front-end components, and testing frameworks., • Drive integration strategy, developing and maintaining APIs that connect VTS Activate with partner systems such as calendars, CRMs, and payment gateways., • Launch new experiences and enhancements that improve usability, engagement, and reliability., • Run continuous discovery with tenants, building teams, and internal squads to inform prioritization., • Define key success metrics around engagement, performance, and system reliability., • Champion compliance and security, ensuring adherence to privacy, accessibility, and data protection standards. To succeed in this role, you have: • 5+ years of product management experience in SaaS, ideally focused on core platforms or integrations., • Experience defining APIs, managing integrations, and enabling platform extensibility., • Strong understanding of design systems, front-end frameworks, and UX patterns., • Analytical and data-driven approach to decision-making., • Excellent collaboration and communication skills across technical and business stakeholders., • Familiarity with commercial real estate, content management, or event scheduling platforms is a plus. What VTS Values & How We Show It • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!, • Be Customer Obsessed - We’re employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!, • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!, • Move as One - We work in an open floor plan to promote cross-functional collaboration., • Take Ownership - Be an owner of the company you’re building with our equity packages., • Appreciate the Difference - VTS embraces and celebrates diversity. We understand the importance of a strong work-life balance. We offer a flexible PTO policy, generous family leave program, and more! ABOUT VTS ___ is the industry's only technology platform that unifies owners, operators, brokers, and their customers across the commercial and residential real estate ecosystems. In 2013, VTS revolutionized the commercial real estate industry’s leasing operations with what is now VTS Lease. Today, the ___ is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by real estate professionals across the globe. With the VTS Platform, consisting of ___, ___, ___, and ___, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through our platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE. VTS maintains offices in New York City, London, Toronto, Chicago. To learn more about VTS and view our open roles, visit us at ___ or follow us on Instagram (@WeAreVTS) or LinkedIn. Pay Transparency At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $163,600 and $200,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography. EEO Guidelines VTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the ___All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at ___If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at

• Gradial

  

  Forward Deployed Product Manager

  hace 4 días

  New York

  Gradial is a Seattle-based startup enabling digital experiences at the speed of thought. We empower marketers and creatives to implement their ideas directly, with software that adapts over time. Our platform automates website and design system updates, large-scale migrations to new design systems, and continuous content optimization while adhering to company and product brands. Backed by world class investors, we’re looking to scale our platform and expand our team. At Gradial, we operate with extreme ownership, bias towards action and critical path planning. We tackle problems from first principles, question assumptions, and find creative solutions. If you want to take risks, work on groundbreaking technology, and see the direct impact of your work, Gradial is where you belong. Role Overview Gradial is hiring a Forward Deployed Product Manager to help enterprise clients activate our AI platform inside complex marketing technology environments. In this role, you’ll work directly with customers to translate business goals into technical implementations, shaping both product usage and roadmap. You’ll support late-stage sales, lead delivery, and ensure measurable impact post-launch - all while feeding critical insights back into product development. Responsibilities • Define integration scope, success criteria, and deployment strategy during late-stage sales cycles, • Lead implementation efforts across CMS, DAM, and workflow automation tools in client environments, • Design and validate agent-powered workflows that streamline content creation, personalization, and publishing, • Act as the voice of the customer with Product and Engineering, translating implementation challenges into roadmap opportunities, • Drive go-live, QA, and UAT processes with clear ownership of time-to-value, • Deliver enablement resources, training, and documentation to support long-term adoption, • Build trusted relationships with client-side marketing and technical stakeholders Requirements • 7+ years in product, implementation, or consulting roles within enterprise MarTech, • Deep experience with CMS and DAM systems (e.g., AEM, Contentful, Sitecore) and content workflow tooling, • Proven success deploying technology into complex client environments with multiple stakeholder groups, • Strong product instincts with the ability to scope features and influence roadmap based on real-world usage, • Excellent communication skills; comfortable aligning cross-functional teams around technical decisions, • Willingness to travel for critical client engagements and cross-functional planning Desirable Attributes • Background in management consulting, systems integration, or forward-deployed product roles, • Familiarity with AI-based marketing automation and analytics platforms Compensation The salary range for this position is $160,000 – $190,000 annually. Final compensation will be determined based on factors such as experience, skills, and qualifications. In addition to base salary, this role will be eligible for performance-based bonuses and equity awards. Gradial offers a comprehensive benefits package, including medical, dental & vision insurance, 401K retirement plan, paid time off, paid sick leave and other employee wellness programs. You'll thrive here if you... • Learn quickly and actively seek out new challenges., • Embrace AI as a core tool for problem-solving, creativity and scale., • Show a strong work ethic, high ownership and bias toward action., • Communicate clearly, directly and with curiosity., • Thrive in fast-paced, hyper-growth environments where building better > maintaining status quo. AI Literacy & Interviewing Tools As an AI-first company, we prioritize AI literacy as a core competency in our hiring decisions. We’re excited by candidates who thoughtfully apply AI tools in their work, but during interviews we’re focused on you. This is your opportunity to show how you think, communicate, and solve problems. Over-reliance on AI-generated responses during the interview process (especially when it obscures your own voice) will result in disqualification. We want to understand your unique perspective and how you approach challenges, both with and without AI. What we offer • Competitive salary and meaningful equity, • Comprehensive health, dental and vision coverage, • Fast-paced environment with flexibility and ownership, • Real impact, zero bureaucracy, • A front-row seat to building category-defining AI infrastructure Gradial is dedicated to creating an environment where diverse perspectives are valued and all team members can grow. We offer competitive compensation, equity, flexible work hours, comprehensive benefits, and a collaborative culture focused on learning and impact. Privacy Policy By submitting your application to Gradial, you acknowledge that any personal data you provide will be processed in accordance with our . This includes the collection, use, and storage of your information for the purposes of evaluating your qualifications and communicating with you about your candidacy. We handle applicant data with care and in compliance with applicable data protection laws. If you have any questions about how your information is used, please refer to our or contact us directly. #LI-JP1

• Neuberger Berman

  

  SMA Product Manager - Fixed Income

  hace 4 días

  New York

  The Separately Managed Account (SMA) Product Manager will support the firm’s taxable and tax-exempt fixed income SMA strategies. Serving as the hub for product strategy, this role drives positioning, branding, pricing, and distribution enablement; analyzes market dynamics; and identifies gaps and opportunities to enhance competitiveness. In this role, you will lead SMA product initiatives in the intermediary channel. You will clearly articulate each strategy’s value proposition, investment process, portfolio positioning, and security-level rationale. Partnering closely with portfolio managers, you will serve as the primary liaison to internal and external stakeholders on product-specific matters and provide analytical support for client needs. You will also act as business manager for your strategies, collaborating with Legal, Compliance, Marketing, and other functions to develop content and address product-related issues. Responsibilities: Sales Support Support sales teams by responding to SMA transition analysis requests. provide support in client meetings and presentations, offering expertise on fixed income SMA products and providing product-related support and insights. Act as a firm-wide resource related to SMA product information, competitive positioning, market trends, pricing trends, etc. Collaborate with National Accounts team to help support the effort of additional product placement. Product Promotion: Partner with investment teams and marketing to develop and maintain SMA product marketing content. Drive product support initiatives and campaigns in coordination with sales, marketing, and investment teams, ensuring all contributors are accountable for their deliverables, and escalate, when necessary, to meet milestones. Product Positioning: Own strategic product messaging and positioning, including product features, client benefits, investment merit, and competitive differentiation for the target client. Evaluate the Competitive Landscape: Create an integrated view of the product landscape and competitive opportunities, based on analyses of performance, client feedback, competitive intelligence, investment trends, and industry developments. Stay abreast of competitive product information for competitors. Identify significant SMA product launch, development, or repositioning initiatives and present actionable business plan opportunities in response. Develop recommendations on product gaps, marketing themes, and competitive campaigns. Competitive Analysis: Address ad-hoc client inquiries regarding NB fixed income SMA strategies and develop insightful competitive analysis based on available data. Product Lifecycle Management: Partner with Product Development on the launch of new SMA strategies and the enhancement of existing products across various regions/channels. Create regular processes for monitoring product performance and execute on all product enhancements, including portfolio management changes, sales and marketing program adjustments, benchmark index changes, and other actions that impact product quality. Communicate the status of product initiatives to senior management and internal partners. Ensure products are optimized to meet performance and risk targets, and client expectations. Recommending product rationalization as needed. Product Strategy: Assist in developing the firm's SMA product priorities and establish product goals. Operational Support: Partner with investment operations to improve efficiencies of manager traded strategies. Qualifications: Bachelor's degree required; MBA and/or CFA a plus Minimum of 3-5 years of asset management industry experience, with direct SMA Product Management / SMA Product Specialist experience Deep understanding of fixed income markets, investment strategies, and products (e.g., treasuries, investment-grade corporate bonds, high-yield bonds, municipal bonds, etc.). Strong knowledge of risk management and performance measurement methodologies Experience executing and reviewing retail SMA transition analyses Strong quantitative and qualitative analytical skills with the ability to assess product performance and market trends Comfort with financial modeling and using data-driven insights to inform decisions Strong knowledge of the asset management industry including industry trends, recent developments, etc. Proven track record of managing complex projects. Ability to influence stakeholders across various levels within the organization. Experience researching and analyzing third-party data from one or more of the following platforms: Morningstar, Cerulli, Zephyr, Perform, and Broadridge Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable deliverables High degree of initiative and accountability, with a high level of professionalism and integrity Creative problem-solver and thought leader on new business opportunities Excellent project management, time management and planning skills Highly organized with ability to multi-task Able to collaborate with teams of people across a range of departments #LI-DD2 #LI-Hybrid vb Compensation Details The salary range for this role is $120,000-$170,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures:

• Plaid

  

  Product Manager - Financial Management

  hace 4 días

  New York

  We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Financial Management team builds the APIs that power some of the most influential digital finance experiences today: from budgeting apps to the financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by helping consumers and businesses better understand and manage their money. We do this through advanced data aggregation and machine learning systems that turn consumer-permissioned financial data into actionable insights. These products enable developers, banks, and fintechs to build intuitive financial tools that help millions of people achieve their financial goals. Plaid’s Financial Management products include Transactions, Investments, and Liabilities, which sit at the heart of the open banking ecosystem. As the Product Manager for this area, you’ll identify and deliver new opportunities to make these products even more valuable to our customers and partners. You’ll work closely with customers to uncover emerging use cases, quantify their potential, and partner with engineering to bring those ideas to life. Product Managers at Plaid own the end-to-end problem spaces they’re solving. In this role, you’ll define product direction, drive new capabilities into our core offerings, and ensure strategic alignment from architecture to operations to go-to-market. The ideal candidate has led technical, API-based B2B products, communicates complex concepts with clarity, and makes bold, informed decisions in ambiguous environments. • Set direction. Define the strategy and roadmap for new 0→1 insights products that make Plaid’s Financial Management offerings—Transactions, Investments, and Liabilities—more valuable and engaging for customers., • Discover opportunities. Identify emerging customer needs and data-driven insights that unlock new ways to help users manage their financial lives., • Build with focus. Partner with Engineering and Design to prototype and launch intuitive, high-quality products that extend Plaid’s Financial Management platform., • Deliver value at scale. Ensure new capabilities are reliable, performant, and impactful across Plaid’s broad customer base and millions of end users., • Communicate with precision. Create clarity across teams by articulating decisions, tradeoffs, and rationale crisply. Translate complex data and systems into simple, actionable narratives., • Measure impact. Define success metrics, track adoption and engagement, and use insights to inform iteration and prioritization., • 4+ years of product management or equivalent experience in a B2B environment, • Proven ability to collaborate cross-functionally with Engineering, Design, and Go-to-Market teams to deliver impactful products, • Experience influencing pricing, packaging, and customer adoption strategies, • Comfortable engaging directly with customers through sales, account management, or customer success conversations, • Strong communication skills, both written and verbal; able to simplify complex concepts for diverse audiences, • Data-driven decision maker; adept at using qualitative feedback and quantitative metrics to inform prioritization, • Thrives in fast-paced, ambiguous environments and enjoys building 0→1 products