• Own execution across the product lifecycle: Partner directly with financial advisors and operations staff to deeply understand workflows, pain points, and opportunities • Rapidly translate user needs into product improvements and new features • Write clear specs that engineers can run with — not 40-page PRDs, but enough to ship confidently • Make pragmatic, high-quality decisions with imperfect information • Measure what matters — define success metrics, instrument features, and use data to iterate • Collaborate across the team: Work closely with engineering to scope, prioritize, and ship — you'll be in the code reviews, not just the standups • Handle light design work initially; partner with external design resources as needed until we build internal design capacity • Communicate tradeoffs clearly to leadership — no jargon, just clear thinking • Shape our AI-first roadmap: Contribute to defining how AI agents will transform wealth management • Go deep on model evals, agent architecture, and production deployment of AI tools • Help build our Copilot — a natural-language interface for advisors to query client context