Product Manager

About the Role:

Long-term growth leads to business success — and here at Potomac, we welcome prospective team members who can help push our vision forward. We’re currently searching for an experienced Product Manager to join our team. This position will report to the COO and is an on-site position in our office in Bethesda, Maryland.

For the last couple of years, Potomac has been developing a new investment proposal and risk analysis software called “Guardrails”. The primary project of the Product Manager would be to continue developing the application, working with internal stakeholders & contracted developers, developing new features, and working towards new versioning.

Key Responsibilities:

• Manage the roadmap, development, and launch of proprietary software application, Guardrails.
• Translate high-level business goals into detailed technical requirements, user stories, and wireframes.
• Serve as the primary liaison between internal stakeholders and external developers.
• Manage project timelines, scope, and deliverables across multiple concurrent initiatives.
• Lead QA testing, identify bugs, and continuously improve UX/UI in partnership with engineering.
• Collaborate cross-functionally with operations, sales, compliance, and leadership to ensure solutions meet business needs.
• Drive agile/scrum ceremonies (e.g., sprint planning, standups, retrospectives) to keep teams aligned and moving.
• Use data and user feedback to iterate and enhance product performance.

Required Skills & Experience:

• 5-10 years of product management experience.
• Required to have relevant FinTech and Financial Services experience.
• Demonstrated experience owning custom application builds from concept to launch.
• Proficiency in at least one coding language (e.g., JavaScript, Python, Ruby, etc.)—you don’t need to be a full-time developer, but you do need to speak the language fluently.
• Strong understanding of API integrations, data structure, and agile development principles.
• Comfortable managing developer relationships (in-house or contract) and technical roadmaps.
• Excellent written and verbal communication skills, including technical writing.

Bonus:

• Experience working in or adjacent to RIA, asset management, or compliance environments.
• Familiarity with Teamwork.com and HubSpot
• Previous work with risk analysis, financial modeling, or proposal generation software.

About Potomac:

In the past four years, Potomac has grown from under $140M to over $2.5B in AUM. It is an exciting time to be part of this company! We have a fantastic culture, great benefits, and hardworking people who love to collaborate.

A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each wants to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth—so advisors can match the right strategy or combination of strategies to each investor’s needs.

What makes someone successful at Potomac:

To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we’re looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.

Benefits:

• 401(k) & other retirement benefits
• Dental Insurance
• Health insurance
• Health savings account option
• Paid time off
• Parental leave

Work location: On-site in Bethesda, Maryland