Own the end-to-end investor experience at the presentation layer — lead strategy, design, and execution of how insights, proposals, and recommendations are delivered to investors
Define and execute strategy to drive growth, adoption, engagement, and retention across our user base
Map and optimize the funnel; surface key drop-offs and run experiments to improve conversion at each stage
Champion the customer and market using qualitative insights and quantitative data to inform product decisions
Conduct research and run growth experiments with design, engineering, and GTM teams; measure impact and iterate quickly
Collaborate cross-functionally with Marketing, CX, and Sales to craft go-to-market strategies, enablement, and post-launch iteration
Define clear success metrics, track performance, and report progress to leadership, linking product work to business impact
Own the brand-new, mission critical flagship product where advisors bring digital investment proposals and financial stories to life for their clients
Requirements
Proven track record owning adoption, engagement, and/or retention in a B2B2C environment or for a SaaS product (growth product experience is a plus)
Adept at surfacing customer insights and translating them into high-impact product decisions (customer-obsessed and research-driven)
Comfortable running experiments, defining funnel KPIs, and making data-informed trade-offs (metrics-minded operator)
Skilled at aligning stakeholders across product, design, engineering, marketing, and sales; influencing without direct authority (cross-functional leader)
Able to zoom out on product strategy while also driving clear, actionable requirements for delivery teams (strategic and execution-focused)
Experience building investor-facing education tools and/or financial literacy and guidance applications (bonus)
Familiarity with product analytics tools like Amplitude, Mixpanel, or similar (bonus)
Strong attitude, hunger to learn, and a drive to deliver high-quality work; encouraged to apply even if not meeting every requirement