About the role
TL;DR
Senior Product Manager to drive AI agent roadmap for financial software.
- •UpSlide is seeking a Senior Product Manager to own the roadmap for AI agents and workflows that refine financial deliverables.
- •You will work with engineers, designers, and finance domain experts to integrate AI into financial software, enhancing quality and speed for clients in investment banking, advisory, asset management, and private equity.
- •Key Responsibilities Define and ship AI agents that refine financial deliverables in PowerPoint, Excel, and Word.
- •Conduct discovery with finance users to understand real-world workflows and translate them into product features.
- •Build evaluation and QA loops to ensure agent output meets the standards of top financial institutions.
- •Partner with cross-functional teams for product delivery and go-to-market strategies.
- •Requirements Experience in product management, with a focus on AI or ML products.
- •Strong understanding of financial services workflows (e.g., pitch decks, financial models).
- •Ability to conduct user discovery and translate user needs into product requirements.
- •Experience with AI tooling, LLMs, and related technologies.
- •Excellent collaboration and communication skills.
Required skills
Product ManagementProduct StrategyCustomer DiscoveryLLMsProduct AnalyticsRoadmappingGo-to-MarketPythonJavaScriptTypeScriptFigmaJiraNotion
Nice-to-have skills
OpenAI APIAnthropic APIGemini APILangChainHugging Face
Domain expertise
fintechproductivityai
Tech stack
PowerPointExcelPower BINotionFigmaLinearJiraPythonJavaScriptTypeScriptLLMsOpenAI APIAnthropic APIGemini APILangChainHugging Face