Senior Product Manager

The Senior Product Manager is responsible for product strategy, roadmap, prioritization, discovery, and product outcomes for agentic workflow, MCP-enabled, and related product initiatives within the Financial Operations and Investor Relations portfolio. The role independently evaluates customer, market, commercial, and technical inputs to establish product priorities, resolve complex product problems, and guide products from discovery through delivery and adoption. The Senior Product Manager works closely with Product Managers and Product Owners across Fund Accounting, Corporate Accounting, CRM, Portals, and FirmView, as well as the AI/Doc IQ team. The role also provides product management expertise, coaching, and mentorship to Product Managers and Product Owners within the domain.

Responsibilities

Own product strategy and roadmap for Allvue's agentic workflow and data offerings within Financial Operations and Investor Relations; Partner with internal SMEs, clients, Sales, Product Design, and Product Managers to define product requirements and prioritized backlogs for agentic experiences; Scope, validate, and lead discovery for new agentic product opportunities; Work with Engineering leadership to shape delivery plans, resolve complex product and delivery tradeoffs, and land committed releases; Contribute to Allvue's broader agentic platform strategy, including how workflow actions and data are exposed, priced, and integrated with client systems; Own product performance metrics for agentic initiatives, including adoption, expansion, and roadmap alignment to booked and pipeline revenue; Serve as a product management practice leader within the Financial Operations and Investor Relations domain, coaching Product Managers and Product Owners; Provide situational coaching on specific product problems and artifacts; Engage directly with GP, LP, and fund administrator clients to validate direction and build conviction on priorities; Partner with Product Design, Architecture, Engineering, and clients to discover and define new solutions; Partner with Sales, Marketing, Client Success, and Professional Services on positioning, launch, and adoption; Represent owned agentic workflow, MCP, and related product initiatives internally to executives and externally to clients and prospects

Requirements

Demonstrated advanced product management knowledge with the ability to independently apply product management principles to complex B2B enterprise SaaS products and initiatives; Demonstrated experience owning a product or product area end to end, including strategy, roadmap, prioritization, release planning, launch, adoption, and commercial outcomes; Fluency with agile delivery, discovery-to-delivery workflows, and standard product artifacts, including opportunity assessments, PRDs, prioritized backlogs, and roadmap communications; Comfort operating in ambiguity across multiple product areas simultaneously; Strong written and verbal communication skills; Ability to coach and mentor other Product Managers and Product Owners without formal reporting authority; Advanced proficiency with product discovery, roadmap development, prioritization, requirements definition, backlog management, and agile product delivery practices; Working knowledge of enterprise SaaS product architecture, integrations, APIs, and data workflows; Ability to use customer research, product analytics, market information, and commercial inputs to evaluate product opportunities; Experience shipping AI-enabled products, agentic workflows, or MCP-based integrations in a B2B SaaS environment; Demonstrated ability to identify, scope, and validate workflows where AI-enabled or agentic capabilities can create meaningful customer and business value; Ability to partner with Product Design, Architecture, Engineering, and domain experts to define AI-enabled product requirements; Working knowledge of the product, data, integration, risk, and responsible-use considerations associated with AI-enabled and agentic experiences; Experience using AI-enabled tools to support product research, analysis, discovery, and requirements development; Bachelor's degree or equivalent relevant professional experience required; Typically 8+ years of product management experience, including meaningful experience in B2B enterprise SaaS; Demonstrated experience owning a product or significant product area through strategy, discovery, prioritization, roadmap development, delivery, launch, and adoption

Nice to have

Experience in alternative investments, private capital, fund administration, or adjacent financial technology domains; Direct FP&A, corporate accounting, or investor relations exposure; Familiarity with capital planning, forecasting, FP&A, investor relations reporting, or fund administration workflows; Prior experience at a private equity-backed software company or in a scaling product organization; MBA or advanced degree

Benefits

Health Coverage options along with other voluntary benefits; Enterprise Udemy membership with access to thousands of personal and professional development courses; 401K with Company match up to 4% or Employee Pension plan; Competitive pay and year-end bonus potential; Flexible PTO; Charitable Donation matching, along with Volunteer and Voting PTO; Numerous team building activities to promote collaboration in a fun and fast-paced work environment