Sr. Product Manager AI Analytics &Insights
Overview
At Advisor360, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you dont meet every single requirement, please consider applying if you like what you see. All of our roles are hybrid, requiring 3 days onsite in our Needham, MA headquarters.
Job Brief
We are seeking a Senior Product Manager with a strong passion for analytics, reporting, and AI-driven insights to lead the development of our enterprise reporting and analytics platform. This role offers a unique opportunity to shape cutting-edge B2B SaaS solutions that empower financial advisors, firm leaders, and business users with data-driven decision-making.
As a key leader in our product-led culture, you will work cross-functionally with engineering, data science, AI/ML research, and go-to-market teams to build scalable, intelligent, and customizable analytics solutions. Your mission is to deliver transformative insights, drive product adoption, and optimize business outcomes while ensuring seamless user experiences and scalability.
Heres What Youll Do:
- Analytics & Reporting Strategy: Own the vision, strategy, and execution of enterprise reporting and analytics products, ensuring alignment with business objectives and advisor needs.
- AI-Powered Insights: Leverage machine learning (ML), large language models (LLMs), retrieval-augmented generation (RAG), and agent-based systems to enhance analytics capabilities and provide predictive, real-time insights.
- Data-Driven Decision Making: Define and monitor key performance indicators (KPIs), run experiments, conduct deep product analytics, and use data science methodologies to drive continuous product improvement.
- User-Centric Product Development: Conduct customer interviews, usability testing, and gap analyses to ensure reporting and analytics solutions meet advisor needs and drive measurable productivity improvements.
- Cross-Functional Collaboration: Work closely with engineering, design, marketing, sales, and customer success teams to drive seamless implementation, alignment, and adoption of analytics-driven capabilities.
- Monetization & Market Fit: Identify opportunities for monetization and work with sales and marketing to optimize product-market fit and revenue growth strategies.
- Regulatory Compliance: Ensure analytics and reporting solutions comply with financial services industry regulations and security standards.
- Product Documentation & Go-to-Market Leadership: Develop clear technical requirements, prototypes, and go-to-market plans in collaboration with cross-functional teams to drive adoption.
- Mentorship & Thought Leadership: Act as an advocate for best practices in analytics, AI, and product-led growth within the organization.
What You Bring to the Table:
7+ years of product management experience with a focus on analytics, reporting, or AI-driven insights in B2B SaaSor enterprise software.
Strong background in data analytics, business intelligence (BI), and AI/ML applications (LLMs, RAG, agent-based systems).
Expertise in SQL, Python, Snowflake, PowerBI, or similar data analysis tools is essential.
Proven ability to develop and scale analytics and AI-driven reporting products with a strong emphasis on usability, performance, and business impact.
Experience in financial services, fintech, or wealth management preferred.
Strong strategic thinking with the ability to align data-driven product features with business growth goals.
Excellent collaboration and communication skills, capable of influencing cross-functional teams and senior leadership.
Demonstrated experience in driving go-to-market strategies, customer adoption, and business revenue through analytics-driven insights.
Hybrid Work Requirement: Must be available to work onsite in Needham, MA, three days per week.
Why Youll Love Working Here:
- Impact: Shape the future of AI-powered analytics and reporting in wealth management.
- Innovation: Work with cutting-edge AI, ML, and big data technologies in a rapidly evolving space.
- Career Growth: Access professional development resources and leadership opportunities.
- Diversity & Inclusion: Be part of an inclusive workplace where innovation thrives through diverse perspectives.
Its not just about workits about building a career and enjoying the ride! Heres what you can expect: Why Youll Love Working With Us:
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360 is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.
