We are a fast-growing institutional technology platform revolutionizing the financial services landscape. Our cutting-edge solutions empower providers in retirement services, investment management, and banking to streamline operations, enhance revenue, and expand market share. By leveraging proprietary technology, we aim to deliver exceptional client and partner experiences, reduce administrative costs, and drive innovation across the industry.
In this role, you will collaborate with engineering, design, marketing, sales, and operations teams to ensure the delivery of seamless and intuitive trading and retirement solutions.
Role Overview:
As the Director of Product Management, reporting to the Chief Technology Officer, you will act as the "voice of the customer" for client- and partner-facing experiences. You will drive product vision and strategy, leveraging a deep understanding of the market, customer needs, and the competitive landscape. You will own the product lifecycle, including roadmap creation, strategic planning, and cross-functional execution, ensuring alignment with business objectives. Your expertise and decisions will directly influence platform growth and user satisfaction.
Key Responsibilities:
- Product Strategy & Roadmap: Define and execute product strategies and roadmaps that align with organizational goals, market trends, and emerging fintech innovations.
- Leadership & Management: Lead cross-functional teams-including product managers, engineers, designers, and analysts-to deliver exceptional products on schedule and within budget. Foster a collaborative and innovative team culture.
- Market Research & Insights: Conduct thorough market analysis to identify user needs, industry trends, and competitor offerings. Translate findings into impactful features that enhance user experiences.
- Stakeholder Collaboration: Partner with external stakeholders, including retirement-focused advisors, recordkeepers, and financial institutions, to uncover opportunities for platform enhancements.
- Product Development: Guide the end-to-end product lifecycle, including requirements gathering, feature prioritization, and product launch. Collaborate closely with engineering and design teams to ensure timely delivery.
- Data-Driven Decision Making: Utilize analytics to evaluate product performance, identify improvement areas, and drive informed decisions.
- Compliance & Risk Management: Ensure all products adhere to regulatory requirements and industry standards, collaborating with legal and compliance teams to mitigate risks.
- Innovation: Monitor advancements in financial technology, AI, and automation to maintain the platform's competitiveness and relevance.
Qualifications:
- Bachelor's degree in Business, Finance, Computer Science, or a related field (MBA or advanced degree preferred).
- 8+ years of experience in product management or leadership roles, with at least 5 years in fintech or related industries.
- Proven success in managing complex product initiatives in financial services or trading environments.
- Comprehensive knowledge of retirement savings and tax-advantaged investment sectors.
- Strong leadership and communication skills, with a track record of fostering collaboration across diverse teams.
