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About the Role

We are seeking a Senior Product Manager to lead the development and relaunch of a next-generation, AI-driven fintech trading and research platform. This role will own the end-to-end product lifecycle, delivering a mobile-first experience that integrates trading, research, and personalized insights for retail investors.

You will play a critical role in shaping product strategy, driving execution across global teams, and delivering measurable business outcomes including user growth, engagement, and revenue. This is a high-impact role operating within a fast-paced, cross-functional environment at the intersection of fintech, data, and AI innovation.

What You’ll Do

Product Strategy & Execution

• Define and execute the product roadmap for a mobile-first trading and research platform
• Translate business goals into product requirements, user stories, and prioritized backlogs
• Lead end-to-end product delivery from concept through launch and continuous optimization

Cross-Functional Leadership

• Partner with engineering teams across the U.S., India, and China to deliver high-quality product releases
• Collaborate with data science, brokerage operations, marketing, and compliance teams
• Drive agile development processes including sprint planning, backlog management, and release execution

Trading Platform & Brokerage Integration

• Support integration with brokerage systems to enable seamless onboarding, funding, and trade execution
• Ensure alignment with regulatory requirements and operational workflows within trading environments

AI-Driven Product Innovation

• Lead the development of AI-powered features such as:
• Personalized investment insights
• Chart intelligence and pattern recognition
• Earnings and financial data analysis
• Partner with data science teams to embed advanced analytics and machine learning into the product experience

Monetization & Growth

• Develop and optimize monetization strategies including subscription models, feature tiering, and user incentives
• Track and improve key performance metrics such as:
• User acquisition and funded accounts
• Engagement and retention
• Subscription conversion and revenue growth

Performance & Stakeholder Communication

• Analyze product performance and drive data-informed decisions
• Provide regular updates to leadership on roadmap progress, product performance, and business impact

What You Bring

Required Qualifications

• Bachelor’s degree in Business, Finance, Engineering, Computer Science, or related field
• 5+ years of product management experience, preferably in fintech, trading platforms, or financial services
• Proven experience owning the full product lifecycle for customer-facing digital products
• Strong understanding of trading platforms, brokerage workflows, and mobile product development
• Experience leading cross-functional teams in agile environments

Preferred Qualifications

• Experience building or scaling retail trading or investment platforms
• Experience integrating AI or machine learning features into production products
• MBA or advanced degree in a related field

Key Skills & Competencies

• Product roadmap development and execution
• Agile and scrum methodologies
• Data-driven decision-making and product analytics
• Strong understanding of fintech and trading ecosystems
• Experience working with global engineering teams
• Excellent communication and stakeholder management skills
• High ownership, accountability, and execution focus
• Familiarity with AI-driven product capabilities and emerging technologies

Travel Requirements: Willingness to travel up to 25%

Why Join Us

• Opportunity to build a next-generation AI-driven trading platform
• High visibility role with direct impact on product and business outcomes
• Collaborative, fast-paced environment with global teams
• Competitive compensation and growth opportunities

William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.