New

Senior Product Manager - Financial Solutions

San Francisco / Palo Alto (In-Office)

Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. 

We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. 

Ultimately, our mission is to drive financial well-being for millions of consumers.

With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.

About the Role:

Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat.

Key Responsibilities

  • Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement 
  • Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches
  • Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market
  • Be the customer-facing domain expert: spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product 
  • Define outcome-based value narratives for enterprise buyers: prove ROI in terms that CFOs and operations leaders care about 
  • Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around 
  • Partner with platform teams to leverage shared AI infrastructure and capabilities 

Required Qualifications

  • 5+ years in product management
  • Experience in financial services operations you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps) 
  • Built products where the user is an operations, risk, or compliance professional you understand back-office workflows at a granular level 
  • Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists
  • Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance 
  • Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate
  • AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building
Preferred Skills
  • Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience
  • Financial institution experience
  • Built AI-powered automation for back-office or operations workflows
  • Experience with outcome-based or performance-based pricing models Experience identifying and validating new product opportunities through customer discovery 

Who you are? 

You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it.

Our Values
Act Like You're the Founder: Own the outcome from start to finish
No Fear. Speak Your Mind: Candor moves us forward
Pursuit of Excellence: Raise the bar, every time
AI-First Mindset: Think automation, intelligence, and scale-first in every solution
Don't Assume. Seek to Understand: Start with questions, not conclusions

How We Work?

Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building.

 Compensation

  • Base Salary is expected to be between $165,000 - $203,000, plus 10%bonus and stock options. Exact compensation may vary based on skills and location.


Benefits

  • 💡 100% paid health, dental & vision care
  • 💰 401(k) match & financial wellness perks
  • 🌴 Discretionary PTO + paid parental leave🏡
  • 🧠 Mental health, wellness & family benefits
  • 🚀 A mission-driven team shaping the future of banking

 

At interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not  discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

Create a Job Alert

Interested in building your career at Interface AI? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Interface AI’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.