AI Product Manager

About Nexus

Nexus is our Frontline AI Assistant and Co-Pilot for employees at financial institutions-built to supercharge productivity across contact centers, branch operations, and back-office workflows.

It combines dynamic knowledge retrieval, AI-assisted decisioning, and transactional support with human-in-the-loop capabilities - enabling employees to serve customers faster, more accurately, and with confidence.

From assisting a call center agent during a live interaction to guiding a branch rep through a complex transaction, Nexus acts as the intelligence layer between institutional knowledge, digital workflows, and human operators.

This product has untapped growth potential in the industry - and we’re looking for a Principal Product Manager to take it to the next level.

Why This Role Matters

• Nexus sits at the intersection of automation, knowledge, and human collaboration - an area with huge latent demand and limited innovation.
  
• You will define a product used daily by employees at hundreds of banks, solving for real operational efficiencies and enabling faster, better service.
  
• This is a zero-to-one-to-scale opportunity to build a category-defining employee-facing AI platform-and shape how agentic AI augments institutional workflows.
  

Key Responsibilities

Lead Product Strategy and Roadmap

• Own the end-to-end roadmap for Nexus across use cases: real-time agent support, knowledge access, action recommendations, and transaction co-piloting.
  
• Define how Nexus evolves from a knowledge system to a true agentic assistant that intelligently supports every employee role in a financial institution.
  

Build Human-in-the-Loop AI Assistants

• Design interfaces and workflows that enable real-time employee-AI collaboration, including edge-case handoffs, override options, and guided workflows.
  
• Enable proactive suggestions, task automation, and compliance-sensitive decision support within everyday tasks.
  

Create Unified Employee Experiences

• Build product flows that serve branch reps, call center agents, and back-office teams through shared components and tailored contexts.
  
• Ensure Nexus provides consistent and contextual value across roles, channels, and operational tiers.
  

Deepen the AI and Knowledge Engine

• Collaborate with engineering and research to tune knowledge algorithms, dynamic context handling, and intelligent document routing.
  
• Prioritize performance, precision, and explainability in AI outputs-while collecting feedback to improve agent learning over time.
  

Build Robust Admin & Content Management Tools

• Lead the development of tools that allow banks to manage and curate content at scale: tagging, versioning, permissions, workflows, analytics.
  
• Promote self-service interfaces that empower administrators to onboard new content and workflows without engineering support.
  

Integrate Seamlessly Across Core Systems

• Define APIs, SDKs, and embed strategies to connect Nexus with CRMs, core banking systems, ticketing tools, and internal portals.
  
• Ensure every integration maintains low latency, context preservation, and enterprise-grade security.
  

What Success Looks Like

Within 6–12 months, you will:

• Launch AI-assisted support features that reduce call handling time and increase employee confidence in frontline service.
  
• Deliver tools that make institutional knowledge searchable, actionable, and personalized to roles and context.
  
• Enable human-in-the-loop decision flows that streamline transaction execution with compliance safeguards.
  
• Build strong usage, retention, and internal efficiency metrics with measurable impact across institutions.
  

Qualifications

Required

• 5+ years in product management, with hands-on experience building enterprise platforms or AI-powered internal tools.
  
• Experience working on B2B - Enterprise SAAS, productivity tools, decision-support systems, or intelligent assistants.
  
• Background in software engineering, ML, or systems architecture, and fluency in technical conversations with engineering and research teams
  
• Deep understanding of cross-functional workflows in contact centers, sales ops, or service operations - preferably in financial or regulated domains.
  
• Demonstrated ability to own complex product areas from inception to large-scale deployment.
  

Preferred

• Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.
  
• Familiarity with financial service operations, compliance frameworks, or call center optimization strategies.
  
• Background in AI-powered UX, retrieval systems, or real-time feedback-driven optimization.
  

Why You Should Consider This Role

• Define a foundational internal AI product used across employee roles at the world’s most customer-trusted institutions.
  
• Shape human-in-the-loop AI where agents and assistants collaborate in real-time to enhance service outcomes.
  
• Solve unsolved problems in institutional knowledge flow, response accuracy, and workflow productivity.
  
• Operate with full ownership in a high-trust environment, working closely with elite engineering, ML, and customer teams.
  

Scale with a fast-growing company where your product decisions directly shape how the industry adopts AI

Compensation

• Compensation is expected to be between $180,000 - $210,000. Position has a bonus and Stock component. Exact compensation may vary based on skills and location.

Benefits

• Health: medical, dental, and vision insurance and wellbeing resources and programs
• Time away: Public holidays and discretionary PTO package for flexible days off with manager approval
• Financial: 401K, ESPP, Basic life and AD&D insurance, long-term and short-term disability
• Family: parental leave
• Development: Access to internal professional development resources. #LI-Remote