Demonstrates expertise in defining and executing product strategy and roadmaps for financial services, with a strong focus on regulatory compliance and customer insights. Proven ability to lead cross-functional teams in an Agile environment while driving platform modernization and operational excellence.

Highest-signal resume keywords

Product ManagementAgile MethodologyRegulatory ComplianceData AnalyticsCross-Functional Leadership

About the role

Key responsibilities & impact

Define and execute the strategic vision, multi-year roadmap, and investment priorities for Account Opening and Payments products
Lead large-scale platform modernization initiatives supporting account onboarding, maintenance, funding, transfers, money movement, identity verification, and servicing capabilities
Manage strategic initiatives spanning digital, advisor-assisted, operations-assisted, and straight-through processing experiences
Drive product decisions through customer insights, operational metrics, data analytics, market trends, and regulatory requirements
Establish and monitor product goals, KPIs, OKRs, adoption metrics, and business outcomes
Partner with technology leaders to prioritize epics, features, and technical investments while balancing risk reduction, platform resiliency, and customer experience improvements
Collaborate with Operations, Digital, Risk, Compliance, Legal, and Control partners to meet regulatory and governance requirements
Lead product planning, prioritization, dependency management, and quarterly delivery commitments across multiple agile teams
Drive retirement of legacy applications and migration to strategic platforms while minimizing operational risk and customer disruption
Present product strategy, roadmap updates, investment recommendations, and business outcomes to executive leadership
Build and develop high-performing product teams and foster a customer-focused, data-driven, outcome-oriented culture
Ensure stakeholder alignment across business lines and enterprise partners to remove impediments and accelerate delivery

Requirements

What you’ll need

7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through work experience, training, military experience, or education
5+ years of experience leading complex financial services, banking, brokerage, payments, or digital servicing products
Experience defining and executing product strategy, roadmaps, and investment plans for large-scale product portfolios
Experience leading cross-functional teams in an Agile environment using tools such as Jira and Confluence
Demonstrated ability to lead large programs involving multiple stakeholders, dependencies, and delivery teams
Strong understanding of regulatory, compliance, risk, and control frameworks within financial services
Experience utilizing customer insights, analytics, and operational metrics to influence product decisions
Proven ability to communicate effectively with senior executives and influence outcomes across a matrixed organization
Experience managing product backlogs, prioritization frameworks, and strategic trade-off decisions
Strong problem-solving, critical thinking, and decision-making skills
Knowledge of brokerage, advisory, retirement, deposit, or wealth management products and operations
Experience with digital transformation, platform modernization, and legacy retirement initiatives
Familiarity with operational workflow platforms, straight-through processing, activity management, and automation capabilities
Experience supporting account opening, onboarding, KYC, CIP, customer due diligence, payments, transfers, money movement, or servicing platforms
Experience leading products with significant regulatory, operational, and technology dependencies
Ability to work in office at posted location under hybrid schedule
Willingness to work additional hours as needed
Must not require VISA sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Community investment recognition
Growth and career development opportunities
Hybrid work schedule

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product StrategyRoadmap DevelopmentInvestment PlanningProduct Backlog ManagementOperational MetricsCustomer InsightsKYCPayments ProcessingDigital TransformationLegacy Application Retirement

Soft Skills

Problem-SolvingCritical ThinkingDecision-MakingEffective CommunicationStakeholder Alignment

Tools & Technologies

JiraConfluenceAgile ToolsOperational Workflow PlatformsAutomation Capabilities

Industry Keywords

Financial ServicesBankingBrokeragePaymentsDigital ServicingWealth ManagementRisk ManagementCompliance FrameworksCustomer Due DiligenceIdentity Verification