Job description

About the Role: We're looking for a Forward Deployed Product Manager to join our team. You’ll work directly with customers—primarily in the finance sector—to deeply understand their workflows, uncover impactful AI use cases, and translate those into product requirements for our engineering team. You won’t be expected to code, but you’ll need a solid grasp of technical systems and data flows. You’ll partner with full-stack engineers to build secure, scalable integrations with financial systems and deliver solutions that create real business value. This is a hybrid, high-ownership role based in New York , with regular in-office collaboration. What You’ll Do: ● Own customer success : Serve as the primary product interface to our customers, translating their needs into structured product workstreams. ● Drive discovery and delivery : Work across customer engagements to gather requirements, define MVPs, and guide solution implementation. ● Bridge business and engineering : Translate customer workflows into technical integration needs and product specs for engineers. ● Deploy for impact : Participate in onsite/hands-on deployments to ensure successful onboarding and usage of our product. ● Deliver quickly : Collaborate cross-functionally in a fast-paced startup environment to prioritize and launch product features quickly and iteratively. Expectations: ● Finance-savvy : You understand financial systems and data flows or have worked in a finance-adjacent role (e.g., fintech, investment banking, or management consulting). ● Customer-obsessed : You’re comfortable interfacing with clients, unblocking deployments, and delivering value. ● Technically fluent : While you won't be coding, but we expect you to build prototypes (using AI coding tools) ● Structured thinker : You can distill ambiguity into clear problem statements and action plans. ● Builder mindset : You thrive in zero-to-one environments and are comfortable wearing multiple hats. Experience: ● 3–6 years of experience in Product, strategy, consulting, or similar roles in Financial services ● Strong exposure to technical concepts, ideally working closely with full-stack or infrastructure engineers ● Background in finance, fintech , or management consulting (McKinsey, BCG, Bain, or investment banking are strong pluses) • Experience and/or Educational background from Top institutions in Finance/Investment Management/Private Equity and similar areas is highly preferred.

Requirements

Must-haves

This is a hybrid, high-ownership role based in New York , with regular in-office collaboration.
Own customer success : Serve as the primary product interface to our customers, translating their needs into structured product workstreams.
Drive discovery and delivery : Work across customer engagements to gather requirements, define MVPs, and guide solution implementation.
Bridge business and engineering : Translate customer workflows into technical integration needs and product specs for engineers.
Deploy for impact : Participate in onsite/hands-on deployments to ensure successful onboarding and usage of our product.
Deliver quickly : Collaborate cross-functionally in a fast-paced startup environment to prioritize and launch product features quickly and iteratively.
Finance-savvy : You understand financial systems and data flows or have worked in a finance-adjacent role (e.g., fintech, investment banking, or management consulting).
Customer-obsessed : You’re comfortable interfacing with clients, unblocking deployments, and delivering value.
Technically fluent : While you won't be coding, but we expect you to build prototypes (using AI coding tools)
Structured thinker : You can distill ambiguity into clear problem statements and action plans.
Builder mindset : You thrive in zero-to-one environments and are comfortable wearing multiple hats.
3–6 years of experience in Product, strategy, consulting, or similar roles in Financial services
Strong exposure to technical concepts, ideally working closely with full-stack or infrastructure engineers
Background in finance, fintech , or management consulting (McKinsey, BCG, Bain, or investment banking are strong pluses)

Nice-to-haves

Experience and/or Educational background from Top institutions in Finance/Investment Management/Private Equity and similar areas is highly preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: gem
Effort: medium