Define and own the product roadmap for the investor experience, including onboarding, compliance/KYC processes, LP portals, and investor account management
Transform complex investor workflows into simple, elegant product experiences
Conduct interviews and research with LPs, investor relations teams, and fund operations to deeply understand user needs
Translate customer insights into clear product requirements, user stories, and acceptance criteria
Collaborate with engineering and design to ship high-quality, secure, and compliant products on schedule
Partner closely with compliance teams to ensure products meet regulatory and jurisdictional requirements
Drive adoption and satisfaction through continuous iteration and feedback gathering
Define success metrics and measure product performance, using data to guide decisions
Ensure alignment across teams and clear communication throughout the product lifecycle
Stay informed on trends in investor relations technology, compliance, and private market operations to identify new opportunities
Requirements
7+ years of product management experience, preferably in fintech, investor relations, compliance technology, or private markets
Experience owning customer-facing, compliance-heavy product areas
Proven ability to work within highly regulated and security-sensitive environments
Demonstrated success in startup or high-growth environments
Excellent strategic thinking and ability to turn vision into executable roadmaps
Strong communication and stakeholder management skills
Data-driven approach with experience defining and tracking success metrics
Self-starter mentality, comfortable with ambiguity and rapid iteration
Strong understanding of investor onboarding, KYC/AML processes, and document/data management workflows (plus)
Domain knowledge of fund structures, LP–GP relationships, or private market operations (big plus)