Forward Deployed Product Manager, Financial Services (SF/NY) at Odewithanthropic · LumiJobs

Responsibilities

You'll be Ode's first Forward Deployed Product Manager dedicated only to Financial Services, and the person who turns this work into a true product vertical focused in the space.
On day one, you'll own client engagements end-to-end: part product manager, part engagement lead, part delivery owner, part operator who fills whatever gap keeps the work moving. You'll sit with senior executives, credit officers, portfolio managers, controllers and compliance teams, figure out where AI can change how their work gets done, and ship it into production.
What makes this role different is your focused area of expertise. You'll spot the patterns across banks, asset managers and finance teams, turn them into reusable playbooks and solution patterns, and shape how Ode sells, scopes and delivers in the space. As the vertical grows, you'll help hire the FDPMs who come after you, and this role has a clear path to building the Financial Services product team.
Lead FS engagements end to end
Own the client relationship. Be the primary Ode partner to FS clients, from business-line leaders to risk, compliance and IT. Build trust by being direct about tradeoffs, timelines and what AI can and can't do yet.
Shape what we build. Turn ambiguous goals into clear problem statements, user workflows and success metrics. Think underwriting memos, KYC/AML, investment research, portfolio reporting, month-end close, reconciliations and FP&A.
Turn messy needs into shipped products. Write crisp specs and plans for engineers, design workflows and evaluation criteria for AI systems, and decide where agents act on their own and where a human reviews.
Ship in a regulated environment. Navigate model risk management, data governance, security reviews, audit trails and vendor risk processes so good work actually gets to production instead of stalling in review.
Drive adoption and lasting outcomes. Partner with client teams on rollout, training and change management, and measure impact in the terms leaders care about most.
Build the Financial Services vertical
Turn engagements into repeatable patterns. Spot what's common or not across clients. Turn repeatable patterns into playbooks, solution patterns, evals and reference architectures that make every next project faster and better.
Generate demand, not just respond to it. Partner with leadership and go-to-market on discovery conversations, scoping and proposals. Bring a point of view on where AI creates the most value in banking, lending, asset and wealth management, and the CFO office.

Forward Deployed Product Manager, Financial Services (SF/NY)

Responsibilities

Qualification

Preferred

Benefits

Company

Odewithanthropic

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