AI
About the job
Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We've been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors and commercially supported by major financial institutions, we're scaling quickly as adoption of AI in financial services accelerates.
Our Wealth platform helps financial advice firms transform how advisers and paraplanners work, using AI to automate documentation, improve compliance and streamline client servicing. From meeting summaries and document generation to compliance file checking and workflow automation, we're helping firms deliver a better experience for both advisers and their clients.
We're looking for a Product Manager – Wealth to lead the evolution of Aveni Assist, our flagship AI-powered platform for financial advice firms.
The role
This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including meeting summaries, document generation, Letters of Authority, fact finds and compliance file checking.
Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adop