Company overview
Avantos is building the industry’s first AI-native operating system for financial services, redefining how firms onboard clients, deliver advice, and manage core servicing workflows. Our platform unifies fragmented data, automates complex processes, and embeds intelligent decision-making across every step of the client lifecycle.
We partner with leading financial institutions and are scaling rapidly. We’re an execution-driven, design-obsessed, product-led team composed of founders and leaders from Wharton, MIT, top design programs, and prior unicorn SaaS companies. We move fast, solve deep industry problems, and build technology that puts users back in control of their workflows.
If you love client impact, product design, complex problem solving, and bringing AI-enabled change to real-world businesses, Avantos is where you will thrive.
Job summary
We are seeking a strategic Technical Product Manager to define product vision, manage a customer-focused roadmap, and lead enterprise customer engagement. This role translates complex needs into clear requirements, collaborates closely with engineering on architecture and delivery, and partners across teams to ensure cohesive, high-impact product execution.
Product Strategy & Vision
Build and maintain a strategic product roadmap that balances customer needs, business goals, and technical feasibility
Define and communicate product vision and strategy aligned with company objectives and market opportunities
Enterprise Customer Engagement
Serve as the primary product liaison for enterprise customers, building strong relationships with key stakeholders
Lead customer discovery sessions, requirements gathering, and solution design workshops
Translate complex customer needs into clear, actionable product requirements and user stories
Technical Leadership
Work closely with engineering teams to define technical architecture and implementation approaches
Make informed trade-off decisions between technical complexity, time to market, and customer value
Understand system integrations, APIs, data models, and enterprise technology stacks
Cross-Functional Collaboration
Partner with Engineering, Design, Sales, Customer Success, and Marketing to ensure cohesive product delivery
Drive development processes and participate actively in development cycle planning
Your skills will include
5+ years of technical product management experience, with at least 2 years focused on enterprise B2B products
Proven track record of successfully launching and scaling technical products from concept to market
Strong technical acumen with ability to engage in detailed technical discussions with engineering teams
Experience working directly with enterprise customers, including executives and technical stakeholders
Deep understanding of enterprise software architecture, APIs, integrations, and security considerations
Excellent analytical skills with experience using data to drive product decisions
Outstanding communication and presentation skills, with ability to articulate complex concepts to diverse audiences
Nice to haves
Experience working in or with Financial Services and Wealth Management industries
Familiarity with financial services regulations, compliance requirements, and industry standards
Knowledge of wealth management platforms, portfolio management systems, or related fintech solutions
MBA or advanced technical degree
What We Offer
Competitive compensation + meaningful equity.
Opportunity to define the technical foundation of a greenfield AI platform.
A culture optimized for technical excellence, focus, deep work, and ownership