Product Manager

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth

The Position

This role is a Product Manager position focused on defining, delivering, and scaling products that incorporate AI/LLM capabilities into client workflows. This is a core product role as opposed to a strictly AI specialist. The PM will drive the full product lifecycle—from discovery through launch and post-release optimization.

Key Responsibilities

• Lead end-to-end product management for AI-enabled features and workflows.
• Develop product specifications/PRDs aligned with business goals and customer needs.
• Work iteratively with UI/UX to design intuitive experiences.
• Partner closely with Engineering to guide development and ensure alignment to requirements.
• Coordinate go-to-market with Marketing, Sales, CS, and Training teams.
• Track product adoption, usage patterns, customer feedback, and enhancement requests.
• Engage regularly with customers, prospects, and internal stakeholders to shape roadmap.
• Maintain strong awareness of industry trends, competitive landscape, and new technical capabilities.

Qualifications & Experience

• Working understanding of AI technologies, model behavior, vector search, and integration patterns.
• Familiarity with the Wealth Management or Asset Management ecosystem and workflows.
• Strong product management fundamentals, including requirements definition, prioritization, iteration, stakeholder alignment, and roadmap planning.
• Strong analytical, critical thinking, and communication skills.
• Proven experience planning or delivering products using:
• Large Language Models (LLMs) and Retrieval-Augmented Generation (RAG)
• Model Context Protocol (MCP) servers
• Agentic or automated workflow systems
• 3 years of product management experience in SaaS, preferably in Financial or WealthTech.

Benefits & Perks

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Compensation

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the Total Cash Compensation range is $115k - $185k USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

• Inc. 5000 Fastest Growing Companies (nearly a decade running)
• Crain’s Best Places to Work in Chicago
• Inc. Best Places to Work
• Built In Chicago Best Places to Work
• American Banker Best Fintechs to Work For

At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.