[Remote] Senior Principal Product Manager, Agentic Products

Note: The job is a remote job and is open to candidates in USA. Advisor360° is a company focused on transforming product development for financial advisors through AI-native solutions. The Senior Principal Product Manager will own a product end-to-end within a new AI-native product portfolio, leading a small team to identify business problems, develop product specifications, and drive measurable impact.ResponsibilitiesIdentify real business problems that financial advisors face and translate them into product opportunities backed by evidence — customer interviews, workflow observation, competitive analysis, market dataBuild 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 stackDevelop 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 impactWrite 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 writeOwn 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 suitesPartner with your Tech Lead on plan review — your spec must give both humans and AI agents enough context to execute wellOperate 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 shipsSkillsMBA from a top-tier program and an undergraduate degree in computer science, engineering, or a related technical field2+ years of product management experience at a brand-name B2B SaaS companyMinimum 1 year as a professional software engineer — you've written production code and understand engineering from the insideA track record of identifying customer pain points and turning them into successful products — not just shipping features, but solving problems that drive adoption and retentionDemonstrated ability to write detailed, structured technical specifications to drive implementationStrong business instincts — you think about market sizing, competitive dynamics, and customer value, not just feature listsExceptional written communicationExperience designing multi-system workflows that connect disparate data sources (support platforms, analytics, CRM, communication tools) into coherent product intelligence pipelinesDemonstrated 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 problemsComfort 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 pipelinesExperience producing board-level or executive-facing business artifacts — investment cases, quarterly business reviews, strategy narratives — and a desire to automate the grunt work behind themHands-on experience with MCP (Model Context Protocol) or similar tool-integration patterns for LLMsExperience with workflow automation platforms (n8n, Zapier, Temporal, or custom orchestration) connecting product tooling across systemsBackground in designing feedback categorization or tagging systems — whether manual or automatedFamiliarity with AI coding tools as a user or builderExperience with AI/ML products, particularly conversational or agent-based systemsBackground in financial services, wealth management, or regulated industriesBenefitsCompetitive base salariesAnnual performance-based bonusesThe chance to share in the equity value you and your colleagues create during your time with the companyComprehensive health benefits, including dental, life, and disability insuranceUnlimited paid time off programCompany OverviewAdvisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth. It was founded in 2019, and is headquartered in Weston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is https://www.advisor360.com/.