Director of Product, Broker-Dealer

Added
13 days ago
Type
Full time
Salary
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Related skills

broker-dealer portfolio management regulatory compliance tax lot tracking fee accrual

πŸ“‹ Description

  • Lead PMs for Broker-Dealer platform across retail, advisors, and 401(k).
  • Own asset management systems behind $70B in assets.
  • Ensure PMs and engineers understand business context and priorities.
  • Dive into high-impact projects requiring cross-functional alignment.
  • Apply AI-driven workflows to speed product development.
  • Balance needs of retail, advisors, and 401(k) clients.

🎯 Requirements

  • 8-12 years PM in complex tech domains; trading/investment exp a plus.
  • Technical fluency with system design, data flows, and tradeoffs.
  • Experience leading and developing a PM team.
  • Strong storytelling to distill concepts for partners/clients.
  • Comfortable setting multi-year platform strategy and unblocking edge cases.
  • Creative problem solving within regulatory and technical constraints.

🎁 Benefits

  • Medical, dental, vision coverage.
  • Equity for all employees.
  • Flexible PTO, parental leave.
  • Four-week sabbatical in year six.
  • Company-paid professional coaching.
  • Day-one 401(k) match; student loan matching.
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