What are the responsibilities and job description for the Senior Product Owner position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
At Cambridge, we believe technology should empower financial professionals, strengthen client outcomes, and create sustainable business value. We are seeking a Senior Product Owner, AI & Data Strategy to help define, build, and scale enterprise AI products while advancing the trusted data foundations that make those products successful.
This is a senior individual contributor opportunity for an experienced product leader who can bridge strategy and execution, identify meaningful AI opportunities, and collaborate across Product, Technology, Data, Architecture, Governance, and Business teams to deliver measurable impact.
What You'll Do
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Cambridge Overview
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Key Deliverables and Responsibilities
At Cambridge, we believe technology should empower financial professionals, strengthen client outcomes, and create sustainable business value. We are seeking a Senior Product Owner, AI & Data Strategy to help define, build, and scale enterprise AI products while advancing the trusted data foundations that make those products successful.
This is a senior individual contributor opportunity for an experienced product leader who can bridge strategy and execution, identify meaningful AI opportunities, and collaborate across Product, Technology, Data, Architecture, Governance, and Business teams to deliver measurable impact.
What You'll Do
- Define and execute AI product strategies, roadmaps, and measurable business outcomes.
- Evaluate, prioritize, and guide enterprise AI opportunities based on customer value, business impact, data readiness, feasibility, and risk.
- Lead product discovery, experimentation, MVP development, launch planning, adoption, and continuous improvement initiatives.
- Translate strategic objectives into well-defined product backlogs, features, user stories, and success metrics.
- Partner with data teams to improve data quality, governance, accessibility, lineage, and readiness for AI use cases.
- Support responsible AI practices by incorporating privacy, compliance, security, governance, and human oversight requirements into product design.
- Collaborate on Snowflake AI capabilities, Salesforce Agentforce initiatives, and related AI-driven innovations.
- Create executive-ready business cases, roadmap recommendations, performance scorecards, and strategy communications.
- Drive stakeholder alignment and influence decision-making across cross-functional teams.
- Measure product success through business outcomes such as adoption, efficiency gains, productivity improvements, quality enhancements, and risk reduction.
- 5 years of progressive product management, product ownership, digital product, data product, analytics, or related experience.
- Proven experience leading product strategy, roadmaps, backlogs, and delivery for complex enterprise products or platforms.
- Experience delivering AI-powered, machine learning, advanced analytics, intelligent automation, or workflow solutions.
- Working knowledge of generative AI, large language models (LLMs), retrieval-augmented generation (RAG), AI agents, prompt engineering, model evaluation, and AI observability.
- Strong understanding of enterprise data management practices, including governance, quality, lineage, metadata, privacy, and access controls.
- Demonstrated ability to influence stakeholders without direct authority and communicate effectively with technical and non-technical audiences.
- Strong analytical, prioritization, and business case development skills.
- Experience supporting organizational change and user adoption initiatives.
- 8 years of experience spanning product strategy, AI product delivery, and data strategy.
- Financial services, wealth management, broker-dealer, registered investment adviser (RIA), or regulated industry experience.
- Experience with Snowflake AI, Salesforce Agentforce, Salesforce Data Cloud, Einstein AI, Azure AI Services, or comparable platforms.
- Exposure to AI governance, privacy, security, model risk management, or responsible AI programs.
- Relevant product management, AI, data management, Snowflake, Salesforce, or Microsoft certifications.
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
Cambridge Overview
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.