[Remote] Product Manager, B2B

Note: The job is a remote job and is open to candidates in USA. Allio Capital is a seed-stage fintech Registered Investment Advisor (RIA) focused on building AI-powered wealth management infrastructure. They are seeking a B2B Product Manager to own the product strategy, roadmap, and go-to-market execution for their B2B offering, collaborating with founders and early enterprise clients to create a product that meets market demands.

Responsibilities

• Own the roadmap: Define, prioritize, and communicate the B2B product roadmap from initial discovery through general availability, with clear alignment to revenue and retention goals
• Drive GTM execution: Partner with founders and go-to-market leadership to design and execute the B2B launch strategy — including ICP definition, pricing, packaging, and channel selection
• Design partner program: Recruit, manage, and extract maximum signal from a small cohort of design partners. Turn early relationships into case studies, referrals, and reference logos
• Land and expand: Build the playbook for acquiring initial B2B accounts and expanding them — from pilot to contract to upsell
• Deep discovery: Conduct structured discovery with RIAs, asset managers, and institutional prospects to surface unmet needs, workflow pain points, and willingness-to-pay signals
• Synthesis: Translate qualitative customer insight and quantitative usage data into actionable product decisions, communicated clearly to engineering and leadership
• Market intelligence: Monitor the competitive landscape (Magnifi, Orion, Envestnet, etc.) and maintain a sharp point of view on where Allio can win
• Spec and ship: Write clear, concise PRDs and user stories. Work closely with engineering to ensure on-time, high-quality delivery of B2B features
• Feedback loops: Build tight feedback loops between customers, customer success, and engineering to ensure the product improves with every release cycle
• Platform thinking: Design B2B features with scalability in mind — API-first architecture, multi-tenant support, white-label considerations, and integration flexibility
• Sales enablement: Develop pitch decks, demo environments, battlecards, and other materials that equip the sales team to close B2B deals
• Compliance alignment: Work with operations and compliance to ensure all B2B product features meet SEC, FINRA, and fiduciary standards before launch
• Investor narrative: Contribute to the investor-facing product story — including metrics, traction milestones, and roadmap vision for fundraising materials

Skills

• 0-to-1 experience: You have launched a B2B product from scratch — zero customers to a repeatable sales motion. This is non-negotiable
• Fintech or wealth management domain: 3+ years of product management experience in fintech, SaaS, or enterprise software. RIA, wealth management, or capital markets exposure is a strong differentiator
• GTM fluency: You understand B2B go-to-market mechanics — ICP definition, pricing strategy, sales cycle dynamics, and how to build pipeline through product-led and sales-led motions
• Technical depth: Comfortable with API-first product design, data integrations, and working with engineering on complex technical requirements. You don't need to write code, but you need to think like someone who does
• Exceptional communicator: Able to run a compelling customer discovery call, write a tight PRD, and present a product narrative to investors — all in the same week
• Startup operating style: High ownership, low ego, bias toward action. You are energized by ambiguity and thrive without a large team or established playbook behind you
• Education: Bachelor's degree in a relevant field preferred. Track record matters more than pedigree
• Experience selling into or building for independent RIAs, broker-dealers, or family offices
• Familiarity with custodian platforms (Schwab Advisor Center, Fidelity WealthCentral) and wealth tech stacks (Orion, eMoney, Redtail, Salentica)
• Prior experience at a high-growth fintech (Series Seed–C) or as a founder
• MEDDPICC or similar enterprise sales methodology fluency
• Experience with AI/ML product development or AI-native applications

Benefits

• Join at the ground floor with meaningful equity participation.
• Competitive compensation and a remote-friendly, high-trust environment.

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