VP, Product Management

The VP, Product Management role will lead the product strategy for several of the company's foundational platform capabilities, including data aggregation, APIs, strategic integrations and the evolution of our platform for an AI-native future. This is a critical leadership role at the intersection of product, technology, data and AI. This role will lead a team responsible for products and capabilities that enable the company's platform to connect to financial data sources, enterprise customers, strategic partners and increasingly to AI applications and agents. A key priority will be helping the company determine how our platform should safely and strategically expose data and planning capabilities to AI agents, including emerging technologies such as Model Context Protocol (MCP), while protecting the company's differentiated planning intelligence and intellectual property. This role is an opportunity to shape a foundational component of the company's AI strategy and help establish the platform as a trusted source of financial data and planning intelligence within the emerging AI ecosystem.

Job Responsibilities

Product Strategy & Leadership

• Bring deep product leadership experience across enterprise platforms, APIs, data products and integrations, combined with a strong understanding of emerging AI technologies and agentic architectures.
• Define and execute the product strategy and roadmap for the company's Platform, Data, APIs and AI capabilities.
• Lead, develop and inspire a high-performing team of Product Managers and product leaders.
• Partner closely with executive leadership to identify opportunities to strengthen the company's platform differentiation and competitive position.
• Establish clear product metrics and accountability for business, customer and platform outcomes.
• This role will work with Technology Leadership  to determine how these requirements are technically implemented, while maintaining Product accountability for what capabilities should be exposed and under what conditions.

Data Aggregation & Data Products

• Lead product strategy for the company's data aggregation capabilities and related customer experiences.
• Partner with Technology and Data leadership to ensure the platform is increasingly prepared for AI-driven use cases.
• Identify opportunities to leverage the company's data foundation as a strategic differentiator.

AI Platform & Agentic AI

• Define the company's product strategy for AI platform connectivity and agentic experiences.
• Establish the product strategy and requirements for MCP and other emerging AI connectivity standards.
• Ensure APIs evolve from traditional application integrations toward an architecture capable of supporting AI applications and agent integrations.
• Establish clear product requirements for authentication, authorization, entitlements, data access, auditability and enterprise governance.
• Define appropriate boundaries between customer-accessible data and the company's proprietary planning intelligence.
• Ensure AI connectivity supports the company's broader Always-On Planning strategy.
• Partner with AI Product, Engineering, Architecture, Security, Legal and Compliance leaders to establish appropriate AI governance.

Requirements

• 12+ years of progressive Product Management experience, with significant experience leading enterprise fintech products.
• Proven experience leading product organizations at the VP or equivalent senior leadership level.
• Deep experience with platform products, APIs, data products, and enterprise integrations.
• Experience defining product strategy for complex technology platforms used by large enterprise customers.
• Strong understanding of modern cloud architectures, APIs, data platforms and enterprise

integration patterns.

• Demonstrated ability to partner effectively with CTO, Engineering and Architecture leaders.
• Experience translating complex technology capabilities into clear customer and business value.

AI / Emerging Technology Experience

• Strong understanding of generative AI, AI platforms and emerging agentic architectures.
• Experience defining products or platforms that incorporate AI, intelligent workflows or AI agents.
• Understanding of AI tool/function calling, agent orchestration, APIs and emerging AI connectivity standards such as MCP.
• Ability to assess emerging technologies and translate them into practical product strategies.
• Understanding of the data, security, governance and intellectual-property implications of exposing enterprise capabilities to AI systems.

Skills

• The role will be expected to operate effectively at both the strategic executive level and the detailed product-definition level.
• Strong executive communication, influencing and stakeholder-management skills.
• Experience managing and developing senior Product leaders and building high-performing product organizations.

The salary range for this position is $227,000 - $282,000; commensurate salary to be determined based on skills, professional background and expertise.  This position is also eligible, pursuant to applicable the company policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.

At the company, we’re powering what’s possible in financial planning. Our mission is to help people talk about money and make more informed financial decisions. Through our comprehensive financial planning solutions, we help advisors bring clarity to complex decisions and deliver more personalized guidance.

Today, the company supports more than 138,000 financial professionals who guide the financial lives of over 7 million end clients. That reach gives every member of our team the opportunity to contribute to work that makes a meaningful, lasting impact.

We’re equally committed to powering what’s possible for our people. We foster an inclusive, people-first culture where diverse perspectives are valued, innovation is encouraged, and employees are supported in doing their best work.

The company is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.