Senior Product Manager

About this role

## About Us

William O’Neil + Co. Incorporated (WON) is an independent advisory firm providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Co.’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Co. developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Co.’s historic database and PANARAY® research platform. William O’Neil + Co. is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.

## Summary

The Senior Product Manager – MarketSmith US is responsible for leading the end-to-end product execution of the AI-native relaunch of the MarketSmith retail trading and research platform. This role drives roadmap delivery, brokerage integration coordination, AI-enabled feature development, and monetization execution within the broader DAI program management structure. The position operates as a senior individual contributor or team lead and is accountable for product performance outcomes aligned with commercial objectives.

## Duties and Responsibilities

• Develop and execute the product roadmap for the MarketSmith US mobile-first trading and research platform
• Translate strategic objectives into detailed product requirements, user stories, and prioritized backlogs.
• Lead cross-functional coordination across engineering (U.S., India, China), brokerage operations, data science, marketing, and compliance.
• Drive integration with William O’Neil Securities, ensuring seamless onboarding, trade execution, and regulatory compliance workflows.
• Support development of AI-native product capabilities leveraging proprietary datasets, ...