Head of Product, AI Wealth Management Platform (VP Level)

Head of Product (VP Level) – AI Wealth Management Platform

Location: McLean, VA — 5 days/week in office (no exceptions)

Stage: Series B, Consumer Fintech

I’m partnering with a fast-growing Series B fintech that’s reinventing how high-income millennials manage their money through an AI-powered wealth management platform. They’ve spent the last few years perfecting a hybrid human + AI model, and are now building toward full autonomy — think the Uber → Waymo evolution of financial advising.

This is a rare opportunity to lead product at the inflection point: a complex, regulated consumer environment where systems thinking, precision, and exceptional UX design are absolutely essential.

The Role

The team is looking for a Head of Product (VP level) to lead and scale a growing product organization as they transition from a human-in-the-loop model to a fully automated AI-driven platform.

You’ll be responsible for:

• Setting the long-term product vision and roadmap across the core AI wealth platform
• Managing and growing a team of PMs, designers, and cross-functional partners
• Navigating a regulated environment (SEC/FINRA) while still shipping fast
• Partnering closely with engineering and AI teams to build autonomous financial decision-making systems
• Driving consumer trust, personalization, and retention through world-class UX

This role sits at the intersection of consumer finance, AI, compliance, and design — perfect for someone who’s excited by complex systems and building delightful, trustworthy experiences.

Ideal Background

• 12–15+ years leading consumer product organizations
• A track record of managing multi-disciplinary product teams at scale
• Strong technical fluency (AI/ML experience is a plus, but not required)
• Fintech or other regulated consumer experience helpful
• Experience scaling from Series C → D or equivalent hypergrowth (e.g., early Robinhood, Chime, Revolut, Wealthfront)

Location

This is a full-time, in-office role based in McLean, VA.

👉 You must be available to work onsite 5 days per week.

Relocation support available for strong candidates.

Why This Role?

• Own product at a category-defining AI wealth platform
• Directly shape how millions of high-income consumers manage their financial lives
• Join a company with strong funding, real traction, and an ambitious mission
• Build the bridge from hybrid advising → fully autonomous financial intelligence