Koyfin is a fast growing fintech company building a powerful, intuitive analytics platform used by financial advisors and individual investors to research ideas, manage portfolios, and grow their businesses. We believe every investor deserves world-class research tools without the complexity or price tag of legacy platforms.

Our impact so far:
🚀 One of the fastest-growing platforms for financial advisors, driven by product-led growth
🥇 Recognized by users as a top-rated investment solution on G2
🏆 Rated as the top research platform for user satisfaction in the Kitces survey, the largest survey in the advisor industry

About the role

Koyfin has achieved strong product market fit and profitable growth. The next phase is about deepening our product for financial advisors and wealth management professionals. As a Senior Product Manager focused on advisor and portfolio workflows, you will own some of the most mission-critical parts of the Koyfin product, including portfolio analytics, performance calculations, options analysis, and bond analysis. These workflows will become central to how advisors use Koyfin day to day, with a high bar for correctness and usability. This role is for a product manager who thrives on ownership and execution in complex, data driven domains. You will take ambiguous problems, talk directly to users, make judgment calls, and work closely with engineering and design to turn real advisor needs into shipped product.

What you’ll be doing?

• Own advisor workflows end to end, including portfolio analytics, credit, and options

• Lead discovery through structured user interviews, usage data, and direct customer feedback

• Translate complex portfolio and performance concepts into intuitive, trustworthy workflows

• Own projects from problem definition through delivery, including PRDs, task breakdown, execution, and launch

• Partner closely with engineering to deliver accurate, performant, and scalable analytics

• Communicate timelines, tradeoffs, and changes clearly across the company

• Make thoughtful tradeoffs between correctness, usability, and speed

• Be accountable for outcomes, not just output

What we’re looking for

You are a product manager who enjoys owning complex problems and shipping solutions in domains where correctness matters.

• 5+ years of product management experience building and shipping data driven or workflow heavy products

• Experience building products for investors, financial advisors, or institutional investors

• Strong understanding of quantitative concepts such as portfolio optimization and options analysis

• Proven ability to own features end to end with minimal oversight

• Comfortable working with messy real world data and making judgment calls

• Strong discovery instincts and a bias toward talking directly with users

• Clear, concise written communicator

• Willing to push back thoughtfully when something does not make sense

• Alignment with our values: Customer First, Humility and Respect, Teamwork, Continuous Improvement, and GSD

What we offer

• A culture of ownership and high standards

• A fully remote, results driven team that ships real product and learns directly from users

• Competitive compensation, including stock options

• Full benefits package including medical, dental, and 401k contributions

• The opportunity to own meaningful product surface area used daily by professional investors

• A product led company that values craftsmanship, accountability, and getting things done
  

At Koyfin, impact comes with responsibility. We expect independent thinking, sound judgment, and ownership of outcomes. We value clear communication, intellectual honesty, and continuous improvement. You’ll be trusted to make decisions, contribute thoughtfully, and raise the standard of the work around you.

Our hiring process is thoughtful and efficient, typically including an HR conversation, role-specific interviews, and a final discussion with leadership.

Koyfin is an equal opportunity employer committed to building a diverse and inclusive team.