Product Manager

Posted Yesterday
2 Locations
Hybrid
235K-280K Annually
Junior
Fintech • Software • Financial Services
Our mission is to empower fiduciaries with the technology to confidently invest in private markets
The Role
The Product Manager role at Opto involves owning product strategy and execution, working closely with design and engineering to drive measurable outcomes and improve user experience in private markets software.
Summary Generated by Built In

Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas. 

The opportunity is huge. The global alternative investments industry is forecast to grow to $30T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain. 

Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.

Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.

Up for the challenge? Come join us.


The role

We’re hiring a Product Manager to own strategy and execution across a core area of the Opto platform.

Today, our product does not yet match the ambition of what we’re building. Workflows are fragmented, onboarding is not self-serve, and teams too often default to shipping features instead of solving problems. This role exists to change that.

You will own a major surface area end-to-end: the strategy, the priorities, the execution, and the outcomes. You will work closely with design and engineering to shape what we build, not just define requirements and hand them off.

You will be expected to make hard tradeoffs and stand behind them, even when there is pressure to do otherwise. You are accountable for clarity, direction, and results.

This is a high-ownership role. You will operate with real autonomy, set direction, and be responsible for driving measurable impact on user behavior and business outcomes.

 

What you’ll do

  • Own the strategy for your surface area and the outcomes that ladders up to it. Know where you're going, not just what you're building next.
  • Translate company-level goals into concrete product outcomes and measurable progress tied to adoption, assets on platform, revenue, or retention.
  • Partner closely with sales and GTM to ensure what we build reaches users and drives business impact. Product and go-to-market are not separate tracks.
  • Work alongside design and engineering to shape solutions. You are in the room when decisions get made, not writing specs from the outside.
  • Structure work around clear opportunities, hypotheses, and bets. Continuously refine them as you learn.
  • Decompose complex, ambiguous problems into clear decisions and forward motion. Bring structure that makes the mess navigable.
  • Drive prioritization with rigor. “A customer asked for this” is not a strategy. You can distinguish patterns from one-offs and articulate why something matters more than the alternative.
  • Push for simplicity and coherence. Build end-to-end workflows, not disconnected features.
  • Elevate design as a core part of how the product gets made, not a downstream step.
  • Drive progress in the face of ambiguity, competing priorities, and imperfect alignment. You do not wait for ideal conditions to move things forward.
  • Use qualitative and quantitative insights to inform decisions. Be rigorous about how you gather signal. Methodology matters as much as the data.
  • Communicate clearly and consistently with stakeholders, building alignment without losing speed.
  • Hold a high bar for what ships: quality, usability, and real impact on users and the business.

What success looks like

  • You have identified the highest-leverage problems in your area, and the team is focused on them rather than scattered across low-impact work.
  • Users complete key workflows with less friction, fewer workarounds, and more confidence than before.
  • Product decisions are driven by evidence and clear reasoning, not opinion or inertia.
  • You have killed or significantly simplified something that should not exist. The product is lighter, not just bigger.
  • You can point to measurable improvements in adoption, engagement, assets on platform, or revenue tied to what you shipped.
  • You consistently make good decisions under uncertainty and are trusted to do so by design, engineering, and leadership.
Required Skills 
  • A track record of driving measurable outcomes, not just delivering features.
  • Structured thinking in ambiguity. You break down ill-defined problems into clear opportunities, decisions, and bets.
  • Strong prioritization judgment. You can say no with conviction and redirect work toward what matters most.
  • Design sensibility. You care deeply about how the product feels and works. You treat design as a partner and raise the bar on what ships.
  • Strong discovery instincts. You think carefully about how to gather user insight and avoid biased or low-signal inputs.
  • Ability to drive execution through complexity. You move things forward across teams, even when conditions are messy.
  • Clear communication. You can align a room, articulate decisions, and write with precision.
  • High agency. You take ownership, push things forward, and do not wait for perfect information or permission.
AI experience
  • Experience building AI-native products where AI is core to the user experience, not bolted on.
  • Strong understanding of how to design for trust, transparency, and appropriate user control in AI systems.
  • Deep integration of AI into your own workflow across research, synthesis, writing, and prioritization.
  • A clear point of view on how AI is changing the role of product management and how you are adapting to it.
Qualifications
  • 0-1 product experience. You’ve built a product or major product area from scratch. You can articulate what you shipped first, what you cut, how you sequenced bets, and how you learned.
  • Experience contributing to or reaching product-market fit. You understand how to search for signal, iterate quickly, and avoid overbuilding before the problem is clear.
  • Experience owning product strategy and execution for a meaningful surface area. You can point to what changed because of your work.
  • Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Bonus

  • Fintech or private markets experience.
  • Founder or early-stage experience.
Why Opto
  • A real product problem to solve.This is not incremental optimization. You'll be shaping how complex, high-stakes workflows should work from first principles.
  • High-leverage domain. Private markets are large, growing, and structurally underserved by software.
  • Direct access to users. We have distribution and relationships with the people we’re building for.
  • Real AI surface area. Private markets workflows are complex, data-heavy, and still largely manual. That's a genuine opportunity to build AI into the product in ways that matter not as a feature, but as a structural change in how the work gets done.
How to Apply

Please fill out the below fields, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume, we encourage you to use creativity in your Cover Letter and speak directly to why you want to join our team! 

We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring managers or other Opto team members via email or linkedin, as this won't improve or fast track your application. 

Compensation and Benefits

Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.

The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $235,000-$280,000 dependent on skills, experience and expected contribution. 

All full time employees at Opto enjoy:

  • Significant equity
  • Health, dental, and vision insurance
  • Unlimited PTO
  • Retirement savings plan (401k)
  • Learning, Fitness and Commuter stipends
  • Paid Holidays

This position is based primarily onsite in either our San Francisco or New York City offices. 


Skills Required

  • Track record of driving measurable outcomes
  • Experience building AI-native products
  • 0-1 product experience
  • Experience reaching product-market fit
  • Experience owning product strategy

What the Team is Saying

Erika Jesse
Matt Malone

Opto Investments Compensation & Benefits Highlights

  • Healthcare Strength Employer-paid premiums cover medical, dental, and vision for employees and dependents. This is presented as unusually generous for a startup.
  • Parental & Family Support Paid parental leave is described as “generous,” and fully covered dependent health coverage supports families. Together, these signal a family-friendly stance on paper.
  • Leave & Time Off Breadth Unlimited PTO is offered alongside paid holidays and sick time. These policies aim to promote flexibility and rest.

Opto Investments Insights

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The Company
HQ: New York , NY
60 Employees
Year Founded: 2020

What We Do

Opto Investments (“Opto”) are engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment programs. Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team. Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, Opto set out to forge a business free from the faulty legacy incentives on which private markets investing is built. Opto are not compensated by fund managers to offer funds, which enables an undiluted focus on quality. Opto’s platform automates admin processes across the entire private markets investment journey, saving advisors hours of time inputting client data, creating compelling proposals, completing subscription documents, managing capital calls, and delivering client communications.

Why Work With Us

Opto embraces a tech-forward approach to challenge traditional norms in the financial services space. We value those who come to the table with strong opinions and constantly communicate our intent, execute with a purpose and learn from our mistakes. We are not afraid to do things differently.

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Opto Investments Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We take a flexible approach to working arrangements, based upon your needs and those of our business, spanning the spectrum from fully remote to fully in-office.

Typical time on-site: Flexible
Company Office Image
HQNYC Office
SF Office
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