Senior Product Manager For Roeto - position no. 1553

About the Company

Roeto is growing – and this is your moment to join.

What began as a CRM system is now evolving into an intelligent platform that's redefining how financial advisors work, think, and deliver value.

The system is already in daily use, but we're rebuilding its core from the ground up – with one clear goal: to lead the next generation of technology solutions for the financial advisory world.

About the Role

• Senior product role reporting directly to the CEO
• Sole Product Manager in practice, with full ownership of the product lifecycle
• Responsible for translating company vision into market-ready product capabilities

Responsibilities:

• Own and execute the product vision and roadmap end-to-end
• Lead definition, development, and launch of major product capabilities
• Translate business goals into clear execution plans and priorities
• Aligning with Support and Program Management on operational readiness
• Ensure full product readiness, including functionality, usability, integration, reporting, documentation, and operations
• Leverage AI tools as part of day-to-day product work to improve speed and quality

Qualifications:

• 5+ years of experience as a Product Manager
• Proven end-to-end product ownership
• Customer-facing experience with B2B SaaS /Data/ AI products (SMB to Mid-Market)
• Experience with heavy data, workflow driven systems
• Proven, hands-on experience designing and owning reporting, analytics, and dashboard capabilities as core, primary product components
• Experience in regulated environments (financial products – an advantage)
• Strong decision-making, prioritization, and trade-off skills under uncertainty
• Hands-on use of AI tools in daily product work

Nice to have:

• Experience building AI-powered product features
• Experience launching a brand-new product
• Experience redesigning and scaling an existing product
• Experience working with beta programs, pilot customers, or design partners