What are the responsibilities and job description for the Sr. Product Manager - AI Analytics & Insights position at Advisor360°?
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 don't 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.
Here's What You'll 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 :
Hybrid Work Requirement :
Must be available to work onsite in Needham, MA, three days per week
Why You'll Love Working Here :
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.
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