Principal Product Manager, Technical (IC)— Halo AI - in office

Datalign Advisory is a Cambridge-based fintech building the comprehensive AI-native platform for how Americans find, evaluate, and work with financial advisors. They are seeking a Principal Product Manager, IC (Technical) to own their flagship product: Halo, an AI wealth management companion that provides personalized financial guidance and connects consumers with fiduciary advisors.

Responsibilities:

• Defining the product roadmap for Halo based on what you learn from consumers, advisors, and the data — not from a roadmap inherited from a committee. At our stage, the PM is the strategy
• Shaping the consumer experience from first interaction through advisor connection. You’ll decide how Halo builds trust, how it guides financial exploration, and where the human handoff to an advisor happens
• Working directly with engineering and data science to ship. Halo’s architecture involves multi-agent orchestration, compliance-grade infrastructure, and real-time financial data pipelines. You need to understand how these systems work well enough to make sound product tradeoffs
• Figuring out how to measure success in a two-sided product where the consumer experience and the advisor experience are deeply coupled. What’s good for the consumer using Halo needs to also make the advisor’s first conversation better
• Navigating compliance constraints as a feature, not a blocker. We’re SEC-registered. Every AI interaction in Halo carries source traceability and reasoning chains. You’ll need to think in those terms natively
• Thinking in platform context. Halo doesn’t exist in isolation — it sits within a broader ecosystem of Datalign products. Your decisions need to account for how Halo reinforces and is reinforced by the rest of the platform
• Making hard prioritization calls with limited resources. This is a seed-stage company, not a business unit inside a large org. You’ll feel the cost of every wrong bet