Product Lead

Most product roles ask you to prioritize a backlog. This one asks you to own a business.

At Advisor360° you won’t just ship features you’ll define what gets built why it matters and how it drives real outcomes for financial advisors and their clients. This is a true end-to-end product ownership role inside a new AI-native product portfolio where you lead a small autonomous team from initial idea through production and beyond.

You’ll operate at the intersection of customer insight business strategy and cutting-edge AI workflows. Every decision starts with deeply understanding advisor pain points translating them into clear opportunities and building a compelling case for why it should exist. From there you’ll turn that vision into structured high-quality product specifications that power an agentic development model where AI agents and engineers execute against what you define.

This is not about managing tickets. It’s about setting direction creating clarity and driving measurable impact.

You’ll partner closely with a Tech Lead to ensure your thinking translates cleanly into scalable systems while staying multiple steps ahead of your team so the next set of problems is always clearly defined before the current one ships. Along the way you’ll help shape what agentic software development looks like in practice influencing how modern B2B products are built.

If you’re someone who thinks like an owner writes with precision obsesses over real customer problems and wants to be at the forefront of how AI transforms product development this is a rare opportunity to do it at scale.

This role is remote or hybrid requiring three days per week onsite in our Needham MA headquarters.  

Own a product end-to-end within a new AI-native product portfolio at Advisor360° where you’ll lead a 5-person autonomous team from idea to production with full ownership of strategy roadmap and outcomes. This is a true business ownership role not backlog management you decide what gets built why it matters and you’re accountable for the results. In doing so you’ll help define what agentic software development looks like in practice and play a key role in shaping a new model for building modern B2B software.

Here’s What You’ll Do:   

• Identify real business problems that financial advisors face and translate them into product opportunities backed by evidence — customer interviews workflow observation competitive analysis market data
• Build and maintain deep relationships with advisors to understand their daily pain points the friction in their client relationships and the gaps in their current technology stack
• Develop the business case for what gets built — problem sizing competitive positioning differentiation and success criteria. Every feature has a "why" rooted in customer value and business impact
• Write structured product specifications that translate business needs into precise actionable documents — your specs are the primary input to an agentic development pipeline where AI agents execute against what you write
• Own feature design and end-to-end user story creation — your user stories define the acceptance criteria that drive the team's entire test automation pipeline from AI-generated e2e tests through regression suites
• Partner with your Tech Lead on plan review — your spec must give both humans and AI agents enough context to execute well
• Operate 6-12 weeks ahead of your team — the next three features are defined (customer problem proposed solution success criteria key risks) before the current one ships

What You Bring to the Table:  

• MBA from a top-tier program and an undergraduate degree in computer science engineering or a related technical field
• 2+ years of product management experience at a brand-name B2B SaaS company
• Minimum 1 year as a professional software engineer — you've written production code and understand engineering from the inside
• A track record of identifying customer pain points and turning them into successful products — not just shipping features but solving problems that drive adoption and retention
• Demonstrated ability to write detailed structured technical specifications to drive implementation
• Strong business instincts — you think about market sizing competitive dynamics and customer value not just feature lists
• Exceptional written communication
• Experience designing multi-system workflows that connect disparate data sources (support platforms analytics CRM communication tools) into coherent product intelligence pipelines
• Demonstrated ability to build structured frameworks for product discovery — jobs-to-be-done analysis opportunity scoring models or similar systematic approaches to identifying and prioritizing customer problems
• Comfort working with LLMs as a power user — prompt engineering agent orchestration or building AI-assisted workflows. You don't need to train models but you need to understand what they can and can't do well enough to design reliable agent pipelines
• Experience producing board-level or executive-facing business artifacts — investment cases quarterly business reviews strategy narratives — and a desire to automate the grunt work behind them
• Preferred:
• • Hands-on experience with MCP (Model Context Protocol) or similar tool-integration patterns for LLMs
  • Experience with workflow automation platforms (n8n Zapier Temporal or custom orchestration) connecting product tooling across systems
  • Background in designing feedback categorization or tagging systems — whether manual or automated
  • Familiarity with AI coding tools as a user or builder
  • Experience with AI/ML products particularly conversational or agent-based systems
  • Background in financial services wealth management or regulated industries

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll 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.   
 

The estimated base salary range for this position is $ 200000-350000 + bonus & equity. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including but not limited to individual candidate experience skills and qualifications.

Additionally Advisor360° leverages current market data to determine compensation therefore posted compensation figures are subject to change as new market data becomes available. The salary other forms of compensation and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

What We Do

Advisor360° is a fintech company that helps wealth management firms deliver better experiences to financial advisors and their clients. We offer an integrated technology platform that brings together portfolio management CRM digital onboarding compliance tools and client portals in one place. Our cloud-based solution powered by AI-driven insights connects advisors with the data and tools they need to grow their practices while giving end clients a seamless digital wealth management experience. We serve major broker-dealers and independent RIAs across the country supporting advisors who manage billions in assets and helping transform how the financial services industry operates. As a leading SaaS platform in the fintech space we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people the purpose and the passion behind everything we do. We’re a team of builders thinkers and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise a collaborative spirit and a commitment to innovation as we reshape what’s possible in wealth management. As we grow we’re looking for teammates who are ready to roll up their sleeves think big and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us and be part of a company that's not only moving fast—but making it count.

Why Work With Us

A360 is built for: Builders who want to create industry-defining products Problem solvers who see obstacles as puzzles not roadblocks High performers who want to work with other high performers Lifelong learners who are never satisfied with their current skill level Mission-driven individuals who want their work to matter

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