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Requirements and responsibilities
About the roleKoyfin has achieved strong product market fit and profitable growth. The next phase is about deepening our product for financial advisors and wealth management professionals. As a Senior Product Manager focused on advisor and portfolio workflows, you will own some of the most mission-critical parts of the Koyfin product, including portfolio analytics, performance calculations, options analysis, and bond analysis. These workflows will become central to how advisors use Koyfin day to day, with a high bar for correctness and usability. This role is for a product manager who thrives on ownership and execution in complex, data driven domains. You will take ambiguous problems, talk directly to users, make judgment calls, and work closely with engineering and design to turn real advisor needs into shipped product.What you’ll be doing?Own advisor workflows end to end, including portfolio analytics, credit, and optionsLead discovery through structured user interviews, usage data, and direct customer feedbackTranslate complex portfolio and performance concepts into intuitive, trustworthy workflowsOwn projects from problem definition through delivery, including PRDs, task breakdown, execution, and launchPartner closely with engineering to deliver accurate, performant, and scalable analyticsCommunicate timelines, tradeoffs, and changes clearly across the companyMake thoughtful tradeoffs between correctness, usability, and speedBe accountable for outcomes, not just outputWhat we’re looking forYou are a product manager who enjoys owning complex problems and shipping solutions in domains where correctness matters.5+ years of product management experience building and shipping data driven or workflow heavy productsExperience building products for investors, financial advisors, or institutional investorsStrong understanding of quantitative concepts such as portfolio optimization and options analysisProven ability to own features end to end with minimal oversightComfortable working with messy real world data and making judgment callsStrong discovery instincts and a bias toward talking directly with usersClear, concise written communicatorWilling to push back thoughtfully when something does not make senseAlignment with our values: Customer First, Humility and Respect, Teamwork, Continuous Improvement, and GSDWhat we offerA culture of ownership and high standardsA fully remote, results driven team that ships real product and learns directly from usersCompetitive compensation, including stock optionsFull benefits package including medical, dental, and 401k contributionsThe opportunity to own meaningful product surface area used daily by professional investorsA product led company that values craftsmanship, accountability, and getting things doneAt Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.
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