TekShapers

TekShapers

Lead AI Product Manager with Retirement & Wealth Domain

Windsor, Connecticut, USA · contract, third party

Sponsorship not specifiedDetected 64 days ago
GitSQLMachine LearningNLPLLMsRAGAgentic AILangGraphAI OrchestrationA/B TestingProduct ManagementProduct StrategyResearchCFA

About the role

  • Investment Products: Target-date fund construction and glide paths; managed account structures and fee models; model portfolio construction; how investment advice flows to participants in a qualified plan context.

Responsibilities

  • 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.
  • 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.
  • comfortable interrogating SQL, reviewing data pipeline design, and forming hypotheses from participant behavioral data without requiring a data analyst to translate.
  • A/B test design, cohort analysis, statistical significance, and shadow deployment patterns for AI features in production.

Requirements

  • Does not need to implement but must be able to interrogate.
  • Hands-on experience with MCP (Model Context Protocol) integrations or multi-agent system product design.
  • Required and Evaluated Evaluated rigorously.

Benefits

  • AI Product Manager with Retirement & Wealth Domain Boston, MA or Windsor, CT Type:
  • 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.

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
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This listing is sourced directly from TekShapers's careers page and normalized into a canonical job model.