Responsibilities

Fieldguide's platform is what every product is built on: documents, sheets, permissions, integrations and the agent infrastructure that runs through all of them. Our agents already support work across risk advisory frameworks and financial audit, and the platform is how we scale that to the whole engagement, to every firm's own methodology, and to the largest accounts' governance and security needs.
As Principal/Staff Product Manager for Platform, you'll be the senior product leader for the platform that agents and enterprise customers run on. Working closely with product leadership, you'll help shape platform strategy and own how it becomes a roadmap and shipped product. That includes giving firms the tools to build and publish their own agents, giving methodology owners and admins the right level of control, and connecting Fieldguide to the AI tools and systems firms already use. You'll partner with the Advisory and Financial Audit product teams, and with the cross-functional agent foundation teams, so every team builds on shared building blocks instead of rebuilding them.
Shape the strategy for our agent platform, owning the roadmap and execution
Own the enterprise foundations our largest customers depend on: configurable roles and permissions, delegated template management, and governance and connectivity
Expand how customers and their AI tools work with Fieldguide through our API and MCP, so firms can run core engagement work from the tools they choose
Partner with the Advisory and Financial Audit PMs and with our agent foundation and AI quality teams to build shared components once and define the contract between the platform and the products built on it
Work with engineering and design on architecture trade-offs: what becomes a platform capability and what stays product-specific
Work directly with firm administrators, methodology owners and technical teams at our largest customers, including onsite, and bring what you learn back into the roadmap
Set the standard for platform thinking across the product organization

Principal/Staff Product Manager, Platform at Fieldguide · LumiJobs

Principal/Staff Product Manager, Platform

Responsibilities

Qualification

Required

Benefits

Company

Fieldguide

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