Apptad
Lead AI Product Manager with Retirement & Wealth Domain
Massachusetts, USA · contract, third party
Sponsorship not specifiedDetected 61 days ago
GitSQLMachine LearningNLPLLMsRAGAgentic AILangGraphAI OrchestrationA/B TestingProduct ManagementProduct StrategyResearchMicrosoft OfficeCFA
About the role
- Demonstrated track record of shipping AI-powered products to production - owning the full lifecycle from discovery through measurable adoption.
- Experience influencing VP-and-above stakeholders without direct authority.
- Candidates should expect to demonstrate these in the interview process, not just claim them on a resume.
Responsibilities
- LLM product experience: shipped at least one production feature using large language models (OpenAI GPT-4o, Anthropic Claude, Google Gemini, or equivalent); understands prompt engineering, system prompt design, context window management, and structured output extraction.
- Agentic AI product design: has designed or shipped features using agentic workflows (tool use, multi-step reasoning, agent orchestration via LangChain, LangGraph, Vertex AI Agent Builder, Copilot Studio, or equivalent); understands where agents fail and how those failures affect fiduciary use cases specifically.
- Data fluency: comfortable interrogating SQL, reviewing data pipeline design, and forming hypotheses from participant behavioral data without requiring a data analyst to translate.
- AI tooling in practice: uses AI coding assistants (GitHub Copilot, Claude Code, Cursor, or equivalent) and agentic tools daily - this team builds with these tools, not about them.
- Experimentation: A/B test design, cohort analysis, statistical significance, and shadow deployment patterns for AI features in production.
- History of building 0 1 AI products in an innovation lab or startup-within-a-large-institution context.
Requirements
- Does not need to implement but must be able to interrogate.
- Required and Evaluated Evaluated rigorously.
- AI & Technical Fluency - Required and Evaluated Evaluated rigorously.
Nice to have
- CFP, CFA (or candidate), CEBS, CRPS, or ASPPA credentials (QKA, QPA).
- Familiarity with the 2026 interagency model risk management framework and its practical application to GenAI and agentic systems in a regulated financial institution.
- Experience with voice-of-customer research at scale: in-product feedback loops, NPS analysis, longitudinal participant cohort studies.
- Hands-on experience with MCP (Model Context Protocol) integrations or multi-agent system product design.
Benefits
- Lead AI Product Manager with Retirement & Wealth Domain Boston, MA or Windsor,
- defined product strategy and roadmap independently, not just executed against someone else's vision.
- Prior ownership of products in a regulated environment (financial services, healthcare, or similar); experience navigating compliance and legal review as part of the standard product process.
- 401(k), 403(b), 457 mechanics; contribution limits and catch-up provisions; employer match and vesting design; recordkeeper/TPA/plan sponsor ecosystem; QDIA rules; plan document fundamentals.
- Direct experience at a retirement recordkeeper, asset manager, RIA platform, or retirement-focused fintech in a product or strategy role.
Company info
- Apptad offers strategic consulting, enterprise information management and digital transformation services.
- With globally connected offices in US and India along with a team of trained and certified IT resources, Apptad ensures quick and effective delivery to its customers.Apptad is relentlessly reinventing the outlook of how companies leverage data.
- With an effort to enable our customers the ability to solve biggest problems within their organization.We perceive our clients problems and respond with custom solutions instead of handing over boilerplate responses.
- Customer Focus: We listen carefully to the needs of our clients so that we know what s important for their business and can design a customized solution for their business.
- Innovation: As a firm, we believe in constantly upgrading ourselves and improving our solutions to adapt to the changing landscape of technology.
- Accountability and Ethics: We believe in taking our commitments as seriously as our customers and living up to them while building trust for a long term business relationship.
- We listen carefully to the needs of our clients so that we know what s important for their business and can design a customized solution for their business.
- We believe in taking our commitments as seriously as our customers and living up to them while building trust for a long term business relationship.
- ABOUT US Apptad offers strategic consulting, enterprise information management and digital transformation services.
Visa & Work Authorization
- ), 457 mechanics; contribution limits and catch-up provisions; employer match and vesting design; recordkeeper/TPA/plan sponsor ecosystem; QDIA rules; plan document fundamentals
This listing is sourced directly from Apptad's careers page and normalized into a canonical job model.