What are the responsibilities and job description for the Lead AI Product Manager Retirement & Wealth Domain position at ScrumLink, Inc.?
Key Requirements Summary
< data-start="303" data-end="326">Product Leadership- 8 years in Product Management
- 4 years leading AI/ML product initiatives
- Proven ownership of AI products from ideation to production rollout
- Experience defining product strategy and roadmap independently
- Strong stakeholder management with VP/C-level influence
- Experience working in regulated industries (financial services preferred)
Core AI/Technical Skills (Must Have)
Candidates should have practical, production-level AI product experience in:
- LLM-based applications using:
- GPT-4o
- Claude
- Gemini
- Prompt engineering & structured outputs
- RAG architecture understanding:
- chunking
- embeddings
- retrieval optimization
- hallucination mitigation
- Agentic AI workflows:
- LangChain
- LangGraph
- Vertex AI Agent Builder
- Copilot Studio
- AI evaluation frameworks:
- precision/recall
- ROC-AUC
- hallucination metrics
- SQL/data fluency
- API/system architecture understanding
- AI experimentation:
- A/B testing
- cohort analysis
- shadow deployments
- Daily usage of AI developer tools:
- GitHub Copilot
- Cursor
- Claude Code
Mandatory Retirement & Wealth Domain Expertise
Strong hands-on knowledge required in:
- 401(k), 403(b), 457 plans
- SECURE 2.0 regulations
- ERISA & fiduciary standards
- Retirement readiness and participant behavior
- Target-date funds & managed accounts
- Advisor ecosystem:
- RIA
- Broker-dealer
- Recordkeepers
- AI adoption in wealth management firms like:
- Morgan Stanley
- JPMorgan Chase
Preferred Certifications
- CFP
- CFA
- CEBS
- CRPS
- ASPPA (QKA/QPA)
Ideal Candidate Background
Best-fit candidates likely come from:
- Retirement recordkeepers
- Wealthtech/fintech firms
- Asset management companies
- RIA platforms
- AI innovation labs within financial institutions
Strong Matching Titles
- Lead AI Product Manager
- Principal Product Manager AI
- Director Product Management GenAI
- AI Platform Product Lead
- WealthTech Product Manager
- Retirement Digital Product Lead
Good Target Companies
Potential sourcing targets:
Salary : $60 - $80