About this role
AI is central to our long-term growth, and you can help shape how it shows up for advisors and clients across the firm. You’ll partner directly with financial advisors and teams to turn real pain points into practical AI capabilities. You’ll grow your product craft and technical edge while working with technologists, designers, and business stakeholders. Join a team that values hands-on building, user feedback, and meaningful impact, with strong career mobility and development opportunities.
As an AI Product Associate for the Advisor Platforms and Experience AI team, you will work alongside financial advisors to understand their day-to-day workflows and identify where AI can help. You will build and ship capabilities for our AI assistant, sometimes hands-on using AI coding tools and sometimes in close partnership with technology and design teams. You will test ideas with users early and use feedback and data to decide what moves forward. You will ensure what we deliver aligns to broader business strategy while meeting today’s ever-changing needs.
Job responsibilities:
- Partner with advisors, service teams, and home office partners to understand workflows and identify where AI can help
- Build agents, skills, and other features for our AI assistant using AI coding tools and in partnership with technology and design teams
- Prototype and test ideas with users early and use their feedback to decide what moves forward
- Collaborate with technologists, design partners, and business stakeholders to move prototypes into production
- Ensure delivered capabilities align with broader business strategy and meet today’s ever-changing needs
- Track usage, feedback, and business impact after launch
- Support rollout, training, and communications for new capabilities across the field and home office
- Prepare updates and materials for senior leadership
- Stay current on developments in AI and wealth management
Required qualifications, capabilities, and skills
- At least 1 year of post-MBA experience in product management, strategy, consulting, or a related field
- Hands-on experience building with AI coding tools
- Technical aptitude and comfort working closely with engineering and technology teams
- Ability to understand user needs and turn them into practical solutions
- Ability to connect product decisions to business strategy
- Comfort with ambiguity and changing priorities
- Strong written and verbal communication skills
- Experience using data and user feedback to make decisions
Preferred qualifications, capabilities, and skills
- Experience in wealth management or financial services
- Experience building or launching AI products
- Background in consulting or digital product
- Examples of things you’ve built, at work or on your own