Product Owner & Lead Analyst · Conversational AI Chat Product
- Own the full product lifecycle of a production conversational AI assistant — from opportunity and roadmap through launch and continuous optimization — built on LLMs, retrieval-augmented generation (RAG), and semantic search over enterprise documents and structured data; successfully built and deployed the initial 0-to-1 release to production ahead of schedule, in under three months.
- Own a flagship AI product with executive-level visibility — referenced by the firm's CEO in a CNBC interview on Raymond James' AI strategy.
- Own the look and feel and end-to-end user experience of the chat product, partnering closely with UX/UI designers in Figma to turn complex backend AI into a clean, intuitive, on-brand interface advisors trust and adopt.
- Drive the product roadmap and own the backlog — proactively identifying the next best capability rather than executing a fixed plan — translating AI possibilities into prioritized requirements, user stories, and sprint commitments tied to business value.
- Define measurable success metrics for AI quality and run production feedback loops — answer-quality evaluation, user thumbs-up rates, adoption and weekly-active usage, and human-handoff deflection — to continuously improve model and product outcomes.
- Build for reuse rather than one-off delivery, defining shared UI patterns, components, and product requirements other teams can extend across the firm's platforms.
- Champion the firm's cloud-AI direction on AWS and Amazon Bedrock, aligning the roadmap with how foundational models are securely deployed, scaled, and governed.
- Ship AI responsibly in a regulated financial-services environment — authoring the user-facing legal acknowledgement Legal reviewed and signed off, setting guardrails against unsafe or off-brand responses, and partnering with Legal, Compliance, and Risk throughout.
- Serve as the primary point of contact for the AI domain, articulating product vision for audiences from engineers to executive leadership and standardizing delivery through hundreds of SOPs in a centralized wiki.