Product Lead

We're Looking for a Product Lead

Miami, FL | Full-Time

About Us

[Employer] is an AI-native, permanent-capital investment platform spanning private markets, real assets, income strategies, growth and technology investments, strategic acquisitions, capital markets, and financial services.

Our mission is to grant access to investments previously reserved only for the ultra-wealthy.

We’re not building a traditional asset manager. We’re building an institution designed to compound capital, intelligence, and distribution over decades.

The Role

We're looking for an experienced and self-driven Product Lead to take full ownership of B0ND, our AI-powered investor relationship intelligence platform.

Unlike a traditional CRM, B0ND helps teams identify the next best action for each investor, personalize engagement, and build stronger relationships through AI-driven insights.

You'll lead the product from strategy to execution, defining what gets built, managing external engineering partners, and ensuring the platform delivers measurable value.

This role offers the opportunity to shape an innovative product and help transform it from an internal tool into a commercial software platform.

What You’ll Do

• Own the product roadmap, backlog, priorities, and acceptance criteria, overseeing the product lifecycle from planning through adoption.
• Translate business needs into clear product requirements (PRDs), user stories, and technical specifications for external engineering teams.
• Manage outsourced development partners, ensuring projects meet timelines, budgets, and quality standards.
• Lead user testing, gather feedback, and drive product adoption and continuous improvements.
• Evaluate existing CRM capabilities and determine when to configure current tools versus build custom solutions.
• Collaborate with Legal to incorporate data privacy, consent, and compliance requirements into product development.
• Define product success metrics and support future commercialization, including positioning, pricing, and identifying early customers.

What We’re Looking For

Must-Haves

• 4+ years of product management experience with end-to-end product ownership.
• Hands-on experience with CRM, customer data, martech, or relationship-management products.
• Practical experience with AI technologies, LLMs, prompting, retrieval systems, or AI-powered features.
• Proven experience writing PRDs, user stories, roadmaps, and acceptance criteria for engineering teams, including external development partners.
• Experience incorporating data privacy and consent requirements (CCPA, TCPA, CAN-SPAM) into product development.
• Excellent communication, organizational, and problem-solving skills, with a proactive and detail-oriented mindset.

Bonus Points For

• Background in financial services, investor relations, or wealth management.
• Experience launching AI products or building 0-to-1 products.
• Experience transitioning internal tools into commercial SaaS products.
• Familiarity with GoHighLevel, Google Cloud, or BigQuery.
• Background in behavioral science or customer experience.

Why Join Us

• Competitive base salary plus a 25% annual performance-based bonus, subject to eligibility.
• Medical, dental, and vision coverage.
• 401(k) and paid time off (PTO).

Ready to Join the [Employer] Team?

We’d love to hear from you! You can apply through one of these ways:

• Send your resume in English to with the subject: “Product Lead – B0ND – [Your Name]”.
• Apply through our hiring platform: Trakstar.
• Or apply directly via LinkedIn.

Originally posted on [Employer]