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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading product strategy and customer insights within financial services, leveraging analytical skills to drive business performance and innovation. Proven ability to influence executive decision-making and manage complex stakeholder relationships across diverse teams.
Highest-signal resume keywords
Product StrategyCustomer InsightsDigital Product ManagementStrategic PlanningExecutive Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Market IntelligenceCompetitive AnalysisQuantitative ResearchQualitative ResearchBusiness Performance EvaluationAI-Enabled CapabilitiesDigital Product DevelopmentFinancial AnalysisBusiness Case DevelopmentPortfolio Management
Soft Skills
Strategic ThinkingAnalytical Problem-SolvingInterpersonal SkillsOrganizational SkillsInfluencing Without Authority
Certifications & Qualifications
Bachelor's DegreeMaster's Degree
Industry Keywords
Financial ServicesTechnologyFintechConsumer-Facing Businesses
About the role
Key responsibilities & impact- Lead the Product Strategy, Research & Partner Engagement function with an approximate team size of 15–20
- Integrate customer research, market intelligence, competitive analysis, business performance metrics, and digital product insights into strategic narratives
- Define product strategy frameworks identifying customer needs, market opportunities, technology trends, competitive threats, and innovation opportunities
- Evaluate emerging technologies, including AI-enabled capabilities, for impact on customer experience, product innovation, operational effectiveness, and business performance
- Serve as the primary strategic interface between DCX and business partners across Cards, Marketing, Risk, Operations, Wealth, and Retail Bank
- Lead executive engagement routines and governance forums to support decision-making and resolve competing priorities
- Lead customer research and insight programs using quantitative and qualitative methodologies
- Oversee competitive intelligence and market monitoring capabilities
- Support executive communications, business reviews, board-level materials, and strategic presentations
Requirements
What you’ll need- 15+ years of experience in product strategy, digital product management, customer insights, business strategy, consulting, portfolio management, or related functions within financial services, technology, fintech, or consumer-facing businesses
- Demonstrated success leading strategic planning efforts and influencing investment decisions through customer insights, market intelligence, financial analysis, and business performance evaluation
- Proven experience managing senior executive relationships and driving alignment across large, complex, matrixed organizations
- Strong strategic thinking and ability to translate customer needs, market trends, competitive intelligence, and data-driven insights into product priorities and measurable business outcomes
- Superior analytical and problem-solving skills, including developing business cases, prioritizing investments, and influencing executive decision-making
- Experience leading customer research programs using qualitative and quantitative methodologies
- Strong understanding of digital products, customer journeys, modern product development practices, and emerging technology trends, including AI-enabled capabilities
- Exceptional communication and storytelling abilities for executive audiences
- Excellent interpersonal and organizational skills, including managing competing priorities and influencing stakeholders without direct authority
- Ability to collaborate with and influence cross-functional partners across Product, Technology, Marketing, Analytics, Risk, Operations, and Line of Business teams
- Strong people leadership skills, including attracting, developing, coaching, and retaining high-performing talent
- Comfort operating in ambiguity and building structure, clarity, and alignment in rapidly evolving environments
- Bachelor's degree (BA/BS) required
- Master's degree (MBA/MS) preferred
Benefits
Comp & perks- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid vacation
- Paid sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards for eligible employees