Salary
💰 $132,000 - $220,000 per year
Tech Stack
AWSCloudSDLCSQL
About the role
- Define and own the product vision, strategy, and roadmap for Cash Management capabilities.
- Lead product discovery and solutioning in partnership with advisors, service teams, operations, and technology.
- Translate business needs into clear product requirements and user stories.
- Prioritize features and enhancements based on advisor impact, business value, and technical feasibility.
- Collaborate with Agile delivery teams to ensure timely and high-quality execution.
- Partner with Service and Operations to ensure readiness and support for new capabilities.
- Monitor product performance and user feedback to inform continuous improvement.
- Communicate product strategy, progress, and outcomes to stakeholders across the organization.
- Ensure alignment with compliance, risk, and regulatory requirements.
Requirements
- Bachelor’s degree in Business, Finance, Technology, or related field; MBA or advanced degree preferred.
- 9+ years of product management experience in financial services or FinTech.
- Strong understanding of cash movement, payments, and transaction processing.
- Strong SDLC & technical background (SQL, CI/CD, UX design, AWS & Cloud)
- Strong background in payments, banking, risk, compliance
- Strong Agile background influencing cross functional teams to use best practices
- Excellent communication, stakeholder management, and problem-solving skills.
- Familiarity with advisor workflows, service operations, and compliance frameworks.
- Ability to translate complex business needs into scalable product solutions.
- Strong analytical skills and comfort with data-driven decision-making.
- Experience with CRM platforms, account onboarding solutions, advisor portals, and financial integrations.
- Experience with Broker Dealer or Large Retail bank systems.
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
product managementcash movementpaymentstransaction processingSQLCI/CDUX designAWSClouddata-driven decision-making
Soft skills
communicationstakeholder managementproblem-solvinganalytical skillscollaborationinfluencingprioritizationcontinuous improvementadaptabilitystrategic thinking
Certifications
Bachelor’s degreeMBAadvanced degree