Key Responsibilities
- Own and evolve core investor product surfaces across onboarding, investing, portfolio management, and reporting experiences
- Define product strategy and roadmap for key areas of the wealth platform, working from first principles in a 0→1 environment
- Translate customer insights, data, and regulatory constraints into clear, actionable product decisions and intuitive user experiences
- Collaborate closely with engineering, design, legal, compliance, and operations to scope, prioritize, and deliver high-quality product releases
- Identify opportunities to apply AI-enabled capabilities to improve investor engagement, decision-making, and platform - intelligence
- Partner with leadership to shape overall product direction and influence long-term platform strategy
Core Requirements
- 5+ years of product management experience with full ownership across discovery, delivery, and iteration cycles
- Experience building fintech products, investment platforms, or regulated consumer-facing applications
- Strong product sense with the ability to define high-quality user experiences and make clear trade-offs
- Experience operating in 0→1 environments with ambiguity, evolving requirements, and limited resources
- Familiarity with working alongside legal, compliance, and cross-functional operational teams in regulated environments
- Strong analytical thinking and ability to turn data and insights into product direction
- Excellent written and verbal communication skills in English
- Ability to work independently in a remote, fast-paced environment
Nice-to-Have
- Background in private markets, wealth management, or investment platforms
Additional
- US Timezone Overlap