Senior Director managing data product lifecycle for CFA Institute. Leading teams in data strategy, product development, and stakeholder engagement across diverse business functions.
About the role
- AI Product Manager leading customer onboarding and implementation for AI in banking. Ensure smooth execution of AI projects to maximize ROI for clients in the financial sector.
Responsibilities
- Lead onboarding and implementation across customer departments, ensuring timelines, scope, and expectations are aligned.
- Lead discovery calls to map use cases, edge cases, and integration needs.
- Create product scoping documents and delivery blueprints for agentic AI workflows.
- Engage executive stakeholders, deliver clear, compelling insights on how Agentic AI drives measurable ROI and transforms operations at scale.
- Collaborate across the team with sales, customer success, and product to ensure customer success.
Requirements
- 5+ years of experience in implementation, product management, consulting, or enterprise onboarding—ideally with AI products in the banking/credit union industry.
- Domain experience in an American bank or credit union
- Expertise in workflow mapping, use case identification, and translating needs into product specs
- Effective communication skills —experience and comfort in engaging with senior executives and leaders at financial institutions.
- Growth mindset and curiosity - Have a growth mindset, drive initiatives, and a strong desire to help customers succeed.
Benefits
- Competitive compensation with premium benefits and equity package
- Work with a stellar team of engineers, builders, and leaders; including repeat YC founders with a successful exit (Ready Education)
Job title
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