Staff Product Manager, Consolidation

Job summary

Define the product vision and strategy for high-net-worth clients while owning the end-to-end roadmap for the consolidation funnel. Lead cross-functional teams to evolve the Tiers program and build personalized experiences that encourage clients to consolidate their financial lives.

Job details

Define the product vision and strategy for high-net-worth clients while owning the end-to-end roadmap for the consolidation funnel. Lead cross-functional teams to evolve the Tiers program and build personalized experiences that encourage clients to consolidate their financial lives. Requires extensive experience in shipping customer-facing products and leading complex, cross-functional projects. Candidates must possess strong technical fluency, a bias for action, and the ability to distill complex problems into elegant solutions.

What you’ll do

Define the product vision and strategy for high-net-worth clients while owning the end-to-end roadmap for the consolidation funnel. Lead cross-functional teams to evolve the Tiers program and build personalized experiences that encourage clients to consolidate their financial lives.

Requirements

Requires extensive experience in shipping customer-facing products and leading complex, cross-functional projects. Candidates must possess strong technical fluency, a bias for action, and the ability to distill complex problems into elegant solutions.

Benefits

• Top-tier health benefits
• Life insurance
• Long-term group savings with employer match
• 20 vacation days
• 4 wellness days
• Unlimited sick and mental health days
• 90 days away work program

Listed skills

• Product management · Preferred
• Data analysis · Preferred
• Communication · Preferred
• Stakeholder Management · Preferred
• Onboarding · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Product management
• Product strategy
• Roadmap development
• Cross-functional leadership
• Financial services
• High-net-worth client management
• Data analysis
• Technical fluency
• Systems thinking
• Stakeholder management
• Onboarding
• Financial inclusion
• Product iteration
• Strategic planning
• Communication

Job areas

• Technology
• Management & Leadership
• Finance & Accounting
• Software
• Data & Analytics

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