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Product Lead – Investment Platform & AI Enablement
Actively Reviewing
Univest
Job Description
About the Role
You will lead the end-to-end advisory product experience across equities, F&O, commodities, and mutual funds — while leveraging AI to enhance decision-making, personalization, and scale.
This role is product-first, outcome-first — AI is a tool, not the end goal.
Being close to trader behavior, decision-making, and live market dynamics is critical to success in this role.
Your Key Responsibilities
Product Strategy & Ownership
- Own the roadmap and delivery of advisory products across asset classes
- Build experiences that directly impact user outcomes, engagement, and revenue
- Drive 0→1 launches and scale 1→n products with strong business impact
AI Enablement in Product
- Identify where AI can meaningfully improve advisory quality, personalization, and execution success
- Work with data science/engineering to integrate AI into core product flows (not as surface features)
- Ensure AI-driven outputs are usable, reliable, and aligned with user trust
Data & User-Centric Product Development
- Translate trading behavior, research insights, and feedback into product improvements
- Track and optimize key metrics: conversion, adoption, retention, execution success
- Build strong feedback loops with active traders and power users
Cross-Functional Leadership
- Work closely with Research, Data, Engineering, Design, Business, Compliance, and CX
- Align product decisions with business goals, regulatory needs, and user outcomes
- Drive fast, high-ownership execution in a startup environment
Who Are You?
- 8+ years of product experience in fast-paced startups
- Proven track record of building and scaling user-facing products with strong business impact
- Strong understanding of trading/advisory journeys OR high-intent decision products
- Good grasp of AI/ML capabilities and how to apply them in real product use-cases
- Analytical, outcome-driven, and highly execution-focused
- Experience leading teams and driving cross-functional alignment
Required Skills
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