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
Company Description
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.
