Senior Product Manager, Treasury - Private Markets Platform
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About Juniper Square
Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow.
Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices in San Francisco, New York City, Mumbai, and Bangalore.
About your role
We are looking for a highly experienced and autonomous Senior Product Manager to own the Treasury domain within our private markets platform. This is a high-leverage role where you will help define the vision and strategy for a complex product area, operate as a lead product voice for Treasury, and drive high-impact solutions that move real money for fund managers and their investors.
Treasury at Juniper Square touches some of the most consequential workflows in private markets: capital calls, distributions, wire and ACH orchestration, bank connectivity, and the reconciliation that ties money movement back to the general ledger. You will own how we make these workflows faster, more accurate, and more trustworthy for GPs and LPs.
AI fluency is a baseline expectation. PMs at this level should be comfortable using the full range of modern tools (e.g. LLMs, Cursor, Claude) to move faster and make sharper decisions. That might mean prototyping a workflow in Cursor before writing a spec, orchestrating AI agents to synthesize customer feedback into working theories, or drafting API contracts with a model loaded with our architecture context. The expectation is sound judgment about what will get to the best outcome for the customer and the team.
What you’ll do
Shape the Treasury roadmap: Help define the vision and multi-quarter strategy for Treasury at Juniper Square. Sequence the roadmap across reliability investments, workflow improvements, and new capability bets.
Ship end-to-end: Take problems from discovery through delivery. Plan projects, document requirements, and motivate those building solutions with an understanding of the “why” and the “what” to inspire their ownership of the “how”. Work with our go-to-market and investor services teams to roll out new capabilities and drive adoption.
Talk to customers: Spend meaningful time with our fund administration and investor services teams, and the GPs whose money movement we support. Use customer insights to sharpen or challenge strategic direction.
Lead cross-functionally: Partner with engineering, design, fund administration, investor services, compliance, and executive stakeholders to align on strategy and ensure execution serves both the business and the customer.
Build AI-native workflows: Treasury is where document processing, exception handling, and automated reconciliation create enormous leverage. Own the product direction for AI-powered capabilities across the domain - agentic document ingestion, automated matching, proactive exception flagging, generative summaries for GPs.
Simplify complexity: Treasury operations are genuinely hard - regulatory scrutiny, money-movement stakes, integrations with legacy bank systems, reconciliation across fund structures. Take on the hardest problems in the domain and deliver solutions that feel simple.
Qualifications
Must-have
5+ years of product management experience in B2B or Enterprise SaaS, with a significant portfolio of shipped work across the full development lifecycle.
Proven experience owning a complex product area end to end, from strategy and roadmap through execution and iteration, ideally in a data-heavy or workflow-heavy domain.
Fluency with modern AI tooling. Comfort with LLMs, Cursor, and Claude Code is expected - you should be able to run your own prototypes and use AI to get to answers faster than a traditional PM workflow allows.
Track record shipping AI-driven features with strong attention to trust, explainability, accuracy, and error states, especially in high-stakes domains.
Demonstrated autonomy: able to set vision, build roadmaps, define KPIs, and execute with minimal guidance while coordinating engineers, designers, and domain experts.
Strong communication skills, written and verbal, with the ability to articulate product decisions clearly to engineers, designers, executives, and customers alike.
Nice to have
Background in treasury, payments, banking, or fund administration (Fintech experience strongly preferred).
Familiarity with bank connectivity, ACH / wire orchestration, reconciliation workflows, or general-ledger / ERP integrations.
Experience building agentic workflows or production LLM features with real evaluation and monitoring discipline.
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Juniper Square
View Company ProfileJuniper Square is a leading FinTech and enterprise software company that provides a comprehensive investment management and fund administration platform specifically built for private capital markets. Founded in 2014 in San Francisco, the company has revolutionized how General Partners (GPs) and Limited Partners (LPs) connect and collaborate across the entire investment lifecycle. Under the hood, Juniper Square replaces fragmented, manual spreadsheets with a unified system of record—offering an integrated suite of tools for automated fundraising, secure document sharing, complex waterfall calculations, and modern fund accounting. Their proprietary LP portal gives investors a fully transparent, 24/7 view of their capital activity, tax documents (like K-1s), and performance metrics. Their primary target audience includes commercial real estate investment firms, venture capital funds, and private equity managers who need to scale their operations and deliver an institutional-grade experience to their investors. What sets Juniper Square apart in the alternative investment tech space is its ability to seamlessly blend powerful SaaS infrastructure with expert, tech-enabled fund administration services, drastically reducing operational risk and accelerating capital raising for over 2,000 GPs worldwide.
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