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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management with a focus on strategic direction, market analysis, and measurable business outcomes. Proven ability to lead cross-functional teams and drive product adoption and commercialization in the financial services sector.
Highest-signal resume keywords
Product Strategy DevelopmentMarket Analysis and Competitive IntelligenceRevenue Growth and Customer SatisfactionPeople Leadership and Team DevelopmentFinancial Services Industry Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Roadmap OwnershipPricing Models DevelopmentMonetization StrategiesGo-To-Market InitiativesData Analysis and Decision-Making
Soft Skills
Executive CommunicationStrategic ThinkingInfluencing StakeholdersCoaching and MentoringCross-Functional Collaboration
Tools & Technologies
Digital Banking SolutionsBanking APIsFinancial Services SaaSMarket Research ToolsCustomer Relationship Management (CRM)
Industry Keywords
Credit UnionsFinancial InstitutionsFintechCore BankingPayment Technologies
About the role
Key responsibilities & impact- Define and own the strategic direction, vision, and multi-year roadmap for assigned product portfolios
- Identify market opportunities, competitive threats, customer needs, and emerging industry trends
- Align product strategy with company objectives, financial targets, and growth initiatives
- Establish portfolio priorities and make investment tradeoff decisions
- Own product business outcomes including revenue growth, adoption, retention, customer satisfaction, profitability, and market share
- Develop pricing, packaging, monetization, and commercialization strategies
- Partner with Finance and Executive Leadership on business cases, product investments, and return-on-investment analysis
- Define success metrics and review portfolio performance for growth and optimization opportunities
- Drive product lifecycle decisions including launches, modernization, expansion, and retirement
- Oversee go-to-market strategy and launch readiness
- Partner with Marketing, Sales, Customer Success, and Operations on product adoption and commercialization
- Lead market research, competitive intelligence, and customer discovery efforts
- Monitor market trends, competitor activity, regulatory changes, and customer needs
- Lead, coach, develop, and evaluate a team of Product Managers and a Product Designer
- Create a high-performance culture focused on accountability, customer outcomes, continuous improvement, and professional growth
- Mentor Product Managers and elevate product thinking, execution quality, and business acumen
- Remain involved in product discovery, prioritization, roadmap decisions, and strategic initiatives
- Guide teams in developing features, epics, business cases, and requirements
- Support complex initiatives requiring executive alignment, cross-functional coordination, or organizational change
- Remove organizational barriers and escalate issues affecting execution or business outcomes
- Ensure backlog discipline, strategic alignment, and execution excellence
- Influence stakeholders across Engineering, Architecture, Finance, Compliance, Operations, Marketing, Legal, Sales, and Customer Success
- Communicate strategy, priorities, tradeoffs, risks, and performance updates to executive and cross-functional audiences
- Represent Product Management in executive planning, strategic reviews, and company-wide initiatives
Requirements
What you’ll need- Bachelor's Degree in Business, Computer Science, Engineering, Marketing, or a related field
- Minimum ten (10) years of Product Management experience, including ownership of product strategy, roadmaps, and measurable business outcomes
- Minimum five (5) years of people leadership experience managing Product Managers or equivalent product organizations
- Demonstrated success leading product portfolios with measurable revenue, adoption, customer satisfaction, and commercial outcomes
- Experience developing product strategies, pricing models, monetization approaches, commercialization plans, and go-to-market initiatives
- Experience conducting market analysis, competitive intelligence, customer research, and market validation activities
- Proven ability to influence executive stakeholders and drive alignment across multiple business functions
- Strong analytical, financial, strategic thinking, prioritization, and decision-making skills
- Excellent written, verbal, presentation, and executive communication skills
- Minimum five (5) years of experience serving Credit Unions, Financial Institutions, Banks, Fintechs, or related financial services organizations
- Demonstrated understanding of the Credit Union and Financial Institution landscape, including customer needs, buying motions, competitive pressures, and industry trends
- Experience working directly with Credit Union or Financial Institution customers, partners, or executive stakeholders
- Experience delivering or managing products in digital banking, Core Banking, loan payments and debt repayment, ACH, card processing, money movement, banking APIs and SDKs, white-label user experiences, or financial services SaaS solutions
- Broad working knowledge of payment technologies, digital banking ecosystems, and financial services product offerings
- Ability to travel locally and/or nationally
- Substance-Free Workplace requirement with pre-employment drug testing
- SWIVEL does not hire tobacco users as allowed by law
Benefits
Comp & perks- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
