Business Services & Consulting • all cities, OK 37
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.
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.
Required Education, Experience, Certification/Licensure Bachelor's degree in Business, Finance, Engineering, Computer Science, or related field. Minimum 8 years of progressive experience in product management, preferably within fintech, brokerage, or digital trading platforms. Demonstrated experience leading cross-functional product development teams. Strong understanding of retail trading platforms, brokerage mechanics, and mobile-first product development.
Preferred Education, Experience, Certification/Licensure MBA or advanced degree in related field.Experience launching or scaling consumer trading platforms (e.g., brokerage or fintech environments).Experience integrating AI-enabled functionality into production platforms.Knowledge, Skills and Abilities (KSAs) Strong understanding of product lifecycle management and agile development methodologies.Advanced analytical skills with ability to translate data into actionable product decisions.Knowledge of brokerage operations, clearing and custody workflows, and regulatory considerations.Ability to manage global, cross-functional engineering teams across multiple time zones.Strong written and verbal communication skills with executive presence.
High level of accountability, organization, and execution discipline.Knowledge of agentic AI in investment research
Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Willingness to Travel up to 25% required.
Equal Opportunity Employer William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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.
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.
Required Education, Experience, Certification/Licensure Bachelor's degree in Business, Finance, Engineering, Computer Science, or related field. Minimum 8 years of progressive experience in product management, preferably within fintech, brokerage, or digital trading platforms. Demonstrated experience leading cross-functional product development teams. Strong understanding of retail trading platforms, brokerage mechanics, and mobile-first product development.
Preferred Education, Experience, Certification/Licensure MBA or advanced degree in related field.Experience launching or scaling consumer trading platforms (e.g., brokerage or fintech environments).Experience integrating AI-enabled functionality into production platforms.Knowledge, Skills and Abilities (KSAs) Strong understanding of product lifecycle management and agile development methodologies.Advanced analytical skills with ability to translate data into actionable product decisions.Knowledge of brokerage operations, clearing and custody workflows, and regulatory considerations.Ability to manage global, cross-functional engineering teams across multiple time zones.Strong written and verbal communication skills with executive presence.
High level of accountability, organization, and execution discipline.Knowledge of agentic AI in investment research
Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Willingness to Travel up to 25% required.
Equal Opportunity Employer William O'Neil + Co. Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
