Product Manager, Business & Wealth

Posted 3 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
145K-155K Annually
Mid level
Artificial Intelligence • Software • Analytics • Financial Services
The Role
Own and support the Business & Wealth product roadmap for data-intensive B2B products serving wealth management, business banking, and commercial banking clients. Translate client needs, market data, pricing workflows, and analytics into product requirements and customer-facing capabilities. Conduct discovery, prioritize investments, and partner with Engineering, Data Science, UX, Sales, Marketing, and Product Delivery. Apply financial-services expertise to improve pricing decisions, market intelligence, relationship profitability, and product performance.
Summary Generated by Built In

Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth.

Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to hybrid/ remote candidates based in the United States. 

Job Description

We are seeking a Product Manager to support and grow Curinos' Business & Wealth product portfolio. In this role, you will help translate market expertise, client needs, proprietary data and analytics into practical product capabilities that support pricing and growth decisions for financial institutions across wealth, business banking and commercial middle-market segments. Direct experience in all areas is not required, but the role requires curiosity and the ability to build fluency across each segment.

 You Will

  • Develop a deep understanding of client needs across wealth management, brokerage, deposits, cash sweeps, business banking and commercial banking
  • Own and support product roadmap execution for defined Business & Wealth product areas, balancing client value, market opportunity, revenue impact and delivery feasibility
  • Translate market problems, pricing workflows and analytical insights into clear product requirements and customer-facing capabilities
  • Partner closely with subject matter experts, Data Science, Engineering, UX, Sales, Marketing and Product Delivery to bring new capabilities to market
  • Use client discovery, competitive intelligence, product usage and business performance to improve existing products and guide future investment


Responsibilities

Strategic Vision and Roadmap Management

Support the product vision and actively manage the roadmap for Curinos' Business & Wealth portfolio. Help prioritize product investments based on client needs, market opportunity, business impact, technical feasibility and product performance evidence.

Customer-Centric Innovation

Develop strong empathy for financial institutions' pricing, growth and relationship management challenges. Validate problems and solutions with clients and internal experts and connect product decisions to measurable customer outcomes.

Product Discovery and Development

Conduct product discovery, define requirements and support delivery of new capabilities that improve pricing decisions, market intelligence and client workflows. Use client feedback, usage data, market signals, win/loss insights and product performance evidence to validate problems, guide prioritization and continuously improve the product experience.

Data and Analytics Products

Partner with Data Science, Engineering and subject matter experts to turn proprietary data, benchmarks and analytical methods into clear, trusted product experiences. Help clients understand market conditions, compare alternatives and make better pricing decisions.

Market and Ecosystem Leadership

Maintain current expertise across wealth, business banking and commercial middle-market ecosystems, including pricing dynamics, deposits, cash sweeps, treasury management, relationship profitability and competitive market trends. Build fluency in how financial institutions make pricing, growth and relationship-value decisions across each segment, and use that perspective to inform product strategy, discovery and roadmap priorities.

Cross-Functional Leadership

Work closely with Engineering, UX, Data Science, Sales, Marketing, Product Delivery and business stakeholders to bring new capabilities to market and maximize customer impact.

Salary Range: $145,000 -$155,000 (plus bonus)
 

Desired Skills & Expertise

  • 4+ years of Product Management experience
  • Deep understanding of pricing within the wealth management space, including affiliated broker-dealers, independent broker-dealers, deposits, cash sweep programs and AUM economics
  • Strong understanding of how financial institutions make pricing, spread, balance and relationship-value decisions across wealth and brokerage channels
  • Experience building data-intensive B2B software products that turn complex market data, benchmarks or analytics into clear customer workflows and decisions
  • Ability to translate client needs, subject matter expertise and analytical concepts into clear product requirements, user stories and roadmap priorities
  • Demonstrated experience working with Engineering, UX, Data Science, Sales, Marketing, Product Delivery and business stakeholders in an Agile environment.
  • Excellent communication skills, with the ability to create clarity, align stakeholders and explain nuanced product, pricing and analytical concepts to executive clients and technical and non-technical internal teams.
  • Strong judgment, ownership and follow-through, with the ability to manage multiple workstreams and make practical trade-offs 

Preferred Skills

  • Experience with business banking, commercial banking, middle market banking, business deposit pricing, treasury management or relationship profitability
  • Experience in financial services, fintech, banking analytics, pricing analytics or advisory products within a regulated industry
  • Experience with market benchmarks, competitive intelligence, client-facing analytics, pricing tools or decision-support products

Why work at Curinos? 

  • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from 
  • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask! 
  • Unlimited PTO policy, floating holidays, volunteering days and a day off for your birthday!
  • Learning and development tools to assist with your career development 
  • Work with industry leading Subject Matter Experts and specialist products 
  • Regular social events and networking opportunities 
  • Collaborative, supportive culture, including an active DE&I program 
  • Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services 

Applying: 

We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! 

If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at [email protected] and we’ll do everything we can to help.

Inclusivity at Curinos:

We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed.  As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.


Skills Required

  • 4+ years of Product Management experience
  • Deep understanding of wealth management pricing, including affiliated broker-dealers, independent broker-dealers, deposits, cash sweep programs, and AUM economics
  • Strong understanding of pricing, spread, balance, and relationship-value decisions across wealth and brokerage channels
  • Experience building data-intensive B2B software products that convert complex market data, benchmarks, or analytics into customer workflows and decisions
  • Ability to translate client needs, subject matter expertise, and analytical concepts into product requirements, user stories, and roadmap priorities
  • Experience working with Engineering, UX, Data Science, Sales, Marketing, Product Delivery, and business stakeholders in an Agile environment
  • Excellent communication skills for explaining product, pricing, and analytical concepts to executive clients and technical and non-technical teams
  • Strong judgment, ownership, follow-through, and ability to manage multiple workstreams and make practical trade-offs
  • Experience with business banking, commercial banking, middle-market banking, business deposit pricing, treasury management, or relationship profitability
  • Experience in financial services, fintech, banking analytics, pricing analytics, or advisory products within a regulated industry
  • Experience with market benchmarks, competitive intelligence, client-facing analytics, pricing tools, or decision-support products
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The Company
518 Employees
Year Founded: 2021

What We Do

Curinos provides decision intelligence for financial institutions, helping them understand customers and improve business outcomes. Its AI-first platform combines proprietary data, advanced analytics, and financial-services expertise to deliver timely recommendations within teams’ workflows. The company also offers simulation-based optimization tools, alongside intelligent data, comparative analytics, and optimization platforms for banks, mortgage lenders, credit unions, fintechs, and insurance providers, supporting better customer and pricing decisions.

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