MANE

Product Manager

• Translate high-level direction into clear, buildable scopes without waiting for perfect inputs
• Partner with product leadership on priorities, then own the execution end-to-end
• Write crisp, detailed requirements and user stories that anticipate edge cases, failure states, and dependencies
• Work closely with engineering to break work down, remove blockers, and keep momentum high
• Define success metrics and build lightweight dashboards or queries to monitor them
• Lead discovery yourself—interviews, workflow mapping, quick validation loops
• Collaborate with design to rapidly prototype, test, and refine interaction patterns
• Identify opportunities for simplification across VAI workflows and contribute to architectural cleanup
• Champion AI internally by using it in your workflow and helping teammates adopt AI-first processes
• Drive alignment across engineering, design, and GTM so shipped work stays coherent and connected
• Ship quickly, measure, learn, and iterate

Senior Product Manager

Customer Success Manager

• Manage a shared portfolio of customers, focusing on engagement, adoption, and retention through standardized playbooks.
• Execute automated and trigger-based success plays — including onboarding workflows, adoption nudges, and renewal reminders.
• Monitor account health scores and usage data to identify at-risk customers and drive proactive outreach.
• Support the renewal motion by managing assigned renewal pods or time-based cohorts, ensuring timely communication and coordination with Sales.
• Collaborate cross-functionally with Support, Product, and Marketing to improve the customer experience and surface product insights.
• Contribute to the development and improvement of CS processes, templates, and automation tools for scalable success delivery.
• Document customer interactions and health indicators in CRM systems to maintain full visibility and accountability within the team.
• Track and report portfolio metrics (health, retention, engagement) to drive continuous improvement.
• Act as the voice of the customer, advocating for needs and sharing patterns with leadership to inform strategy.

Technical Program Manager

• Own strategic planning process for monthly, quarterly, and annual plans
• Own end-to-end release management process across engineering teams
• Establish and maintain operational metrics, SLAs, and service health dashboards
• Coordinate cross-functional delivery of major features and infrastructure initiatives
• Manage technical debt prioritization and platform stability roadmap
• Own change management processes and deployment risk assessment
• Coordinate dependencies across AI/ML, backend, and infrastructure teams
• Lead SOC 2 Type II audit preparation and controls, evidence collection, and remediation
• Maintain compliance documentation, control matrices, and policy frameworks
• Coordinate with Security, Engineering, and Legal on control implementation
• Manage vendor security assessments and third-party risk management
• Track and close audit findings and continuous monitoring requirements
• Build automation for audit evidence collection and reporting
• Prepare for additional frameworks as needed (ISO 27001, GDPR, state privacy laws)
• Collaborate with our Legal team on information security policies and employee training programs
• Lead customer security questionnaire and RFP response process
• Coordinate customer security reviews and penetration test reports
• Build and manage Trust Center and public-facing security documentation
• Support enterprise sales with technical security discussions
• Build customer-facing compliance artifacts (security whitepapers, certifications)
• Act as liaison between customers, sales, and engineering on security requirements
• Translate business requirements into technical programs with clear milestones
• Run executive-level program reviews and status reporting
• Identify risks, dependencies, and blockers across initiatives
• Build relationships with external auditors, consultants, and compliance partners
• Drive process improvements and operational maturity

Senior Technical Program Manager

Security Engineer

• Design and implement security architecture for cloud environments (AWS/GCP/Azure)
• Manage identity and access management (IAM) policies, service accounts, and privilege escalation controls
• Implement network security controls (VPCs, security groups, WAF, DDoS protection)
• Secure CI/CD pipelines and container orchestration (Kubernetes/ECS security)
• Monitor and respond to cloud security events using SIEM/SOAR tools
• Conduct threat modeling and security reviews for infrastructure changes
• Manage secrets management, key rotation, and encryption at rest/in transit
• Secure AI model training pipelines and inference endpoints
• Implement controls against prompt injection, jailbreaking, and model manipulation
• Establish data governance for sensitive training data (PII/PHI in estate/financial documents)
• Design secure embedding and vector database architectures
• Monitor for model abuse, data exfiltration, and adversarial attacks
• Implement guardrails and content filtering for AI outputs
• Assess third-party AI vendor security (OpenAI, Anthropic, etc.)
• Support SOC 2, ISO 27001, or relevant compliance frameworks
• Document security controls, runbooks, and incident response procedures
• Conduct vendor security assessments
• Participate in customer security questionnaires and audits
• Act as a security point of contact to address customer needs (e.g., answering questionnaires or describing controls

Senior Security Engineer

Content Marketing Manager

• Write clear, authoritative copy for blogs, email campaigns, webpages, and digital ads tailored to financial advisors and wealth management leaders.
• Partner with Sr. Brand Marketing Manager to develop content supporting thought leadership initiatives (e.g. white papers, client stories, speaker abstracts).
• Repurpose long-form content (e.g., webinars, white papers) into shorter assets for use across multiple channels.
• Collaborate with internal stakeholders and SEO agencies to research keywords, optimize existing content, and identify new content opportunities.
• Ensure all content adheres to SEO best practices and supports inbound traffic and conversion goals.
• Align with Sr. Brand Marketing Manager to maintain a content calendar, ensuring consistent execution across campaigns and initiatives.
• Coordinate content production across internal teams and agency partners to ensure on-time delivery.
• Upload and format web and blog content in WordPress, ensuring brand and SEO consistency.
• Track and report on content performance, engagement, and conversion metrics to inform ongoing strategy.
• Develop and publish posts across LinkedIn, X (Twitter), and industry communities to build brand awareness and authority.
• Collaborate with design to produce visually engaging, on-brand content.
• Engage directly with influencers, clients, and prospects to amplify reach and foster relationships within the advisor and fintech ecosystem.
• Manage webinar content, logistics, timelines, and cross-team deliverables.
• Coordinate pre- and post-event marketing, including promotions, follow-ups, and on-demand content.
• Partner with go-to-market teams to align webinar topics with pipeline and retention goals.