Head of Product

3 days ago

Boston MA, United States Forsyth Barnes Full time

Head of Product About the Company
We are a high-growth fintech startup reimagining how people manage their financial lives. Our mission is to make comprehensive financial management accessible and intuitive for everyone. We're addressing a critical problem: financial stress affects the majority of people more than any other life factor, and current economic conditions have only intensified these challenges.
Our platform simplifies personal finance by helping users track spending and investments, access professional guidance, and work toward their financial goals—all in one place. We're a Series B stage company founded by experienced entrepreneurs and supported by top-tier venture capital firms.

We're seeking a product leader to define the future of our core financial management experience. This role owns the primary product surfaces used by our member base and shapes how users understand and control their financial lives.
Your mission is to build an intelligent, unified system that connects spending analysis, investment tracking, and asset management. You'll enhance our AI-powered advisory features, deliver precise transaction insights, and create personalized financial summaries that users rely on daily. This is a foundational role that will set the standard for how modern financial guidance is delivered.

Lead product strategy and execution for the complete personal finance management platform, including transaction tracking, investment monitoring, and asset oversight
Develop an integrated approach that presents a holistic view of users' financial positions across multiple dimensions

Ensure accuracy and quality of transaction-level data, categorization systems, and financial analysis
Collaborate with engineering, data science, design, and AI teams to deliver cohesive, intelligent experiences
Drive measurable business impact through high-quality execution and clear user experiences

AI-Powered Financial Guidance
Define the vision for transforming reactive financial tracking into a proactive financial intelligence system
Evolve personalized insights and summaries to be anticipatory, relevant, and central to users' financial routines
Own the strategy for delivering contextual financial advice across multiple surfaces—conversational interfaces, summaries, notifications, and in-app moments
Demonstrated success shipping and scaling core products in financial technology or other data-intensive consumer platforms
~ Proven ability to define product strategy, lead cross-functional teams, and deliver quantifiable outcomes
~ Experience collaborating with engineering, data science, design, and AI/ML teams
~ Experience building AI-powered features or working with large language model systems
Background in personal finance products, investment platforms, or financial planning tools
Experience in fast-growing startup environments or early-stage product development
Advanced degree in business, computer science, data science, or related field

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