Head of Product (Boston)Forsyth Barnes • Boston, MA, US
Head of Product (Boston)
Forsyth Barnes • Boston, MA, US
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job_description.job_card.job_descriptionEnsure accuracy and quality of transaction-level data, categorization systems, and financial analysis Collaborate with engineering, data science, design, and AI teams to deliver cohesive, intelligent experiences Drive measurable business impact through high-quality execution and clear user experiences Define the vision for transforming reactive financial tracking into a proactive financial intelligence system Evolve personalized insights and summaries to be anticipatory, relevant, and central to users' financial routines Own the strategy for delivering contextual financial advice across multiple surfacesconversational interfaces, summaries, notifications, and in-app moments Ensure AI-generated guidance is accurate, actionable, and delivered at optimal moments throughout the user journey 6-8 years of product management experience with focus on consumer-facing products Demonstrated success shipping and scaling core products in financial technology or other data-intensive consumer platforms Proven ability to define product strategy, lead cross-functional teams, and deliver quantifiable outcomes Experience collaborating with engineering, data science, design, and AI / ML teams Strong communication skills with ability to articulate complex concepts clearly Experience building AI-powered features or working with large language model systems Background in personal finance products, investment platforms, or financial planning tools Experience in fast-growing startup environments or early-stage product development Advanced degree in business, computer science, data science, or related field
Head of Product
About the Company
We are a high-growth fintech startup reimagining how people manage their financial lives. Our mission is to make comprehensive financial management accessible and intuitive for everyone. We're addressing a critical problem : financial stress affects the majority of people more than any other life factor, and current economic conditions have only intensified these challenges.
Our platform simplifies personal finance by helping users track spending and investments, access professional guidance, and work toward their financial goalsall in one place. We're a Series B stage company founded by experienced entrepreneurs and supported by top-tier venture capital firms.
The Role
Mission
We're seeking a product leader to define the future of our core financial management experience. This role owns the primary product surfaces used by our member base and shapes how users understand and control their financial lives.
Your mission is to build an intelligent, unified system that connects spending analysis, investment tracking, and asset management. You'll enhance our AI-powered advisory features, deliver precise transaction insights, and create personalized financial summaries that users rely on daily. This is a foundational role that will set the standard for how modern financial guidance is delivered.
Responsibilities
Core Product Ownership
- Lead product strategy and execution for the complete personal finance management platform, including transaction tracking, investment monitoring, and asset oversight
- Build and scale the primary product experiences that drive daily user engagement
- Develop an integrated approach that presents a holistic view of users' financial positions across multiple dimensions
Product Excellence
AI-Powered Financial Guidance
Required Qualifications
Preferred Qualifications
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Head Of Product • Boston, MA, US
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