Defines and communicates a clear product vision, strategy, and roadmap aligned to business goals and customer needs.
Leverages industry insight and emerging technology trends to drive differentiation and long‑term competitiveness.
Demonstrates full ownership and accountability for product outcomes, transparency, and continuous improvement.
Serves as the voice of internal and external customers using research, journey mapping, and data to identify true problems.
Translates needs into clear requirements, EPICs, user stories, and measurable acceptance criteria.
Develops KPIs and uses data to guide prioritization, product decisions, and success measurement.
Builds business cases demonstrating benefits, costs, ROI, risks, and alignment to strategy.
Makes informed trade-offs across cost, quality, and speed to maximize value delivery.
Owns the end‑to‑end product lifecycle, from strategy to in‑market performance.
Manages and prioritizes the product backlog to achieve desired outcomes.
Ensures comprehensive go‑to‑market readiness, including launch planning, enablement, and adoption tracking.
Communicates clearly using strong business storytelling to align stakeholders.
Applies organizational knowledge to navigate and influence effectively.
Engages Risk, Compliance, and other stakeholders early and consistently.
Ensures alignment on scope, timing, and expected outcomes throughout the lifecycle.
Monitors product performance and adjusts strategy based on insights and market feedback.

Bachelor’s degree required
Series 7 License (must be obtained within 120 days of starting the role)
Strong working Clearing and Custody business knowledge
Customer Centricity
Deeply understands customer needs, behaviors, and challenges, and prioritizes efforts to maximize customer satisfaction.
Collaborating
Works together to achieve a common goal sharing ideas and thinking.
Productive and efficient engagement with team members.
Fosters mutual respect for one another's knowledge, experiences, strengths, and contributions.
Product Ownership and Accountability
Takes full responsibility for every aspect of the product’s lifecycle and success, from strategy to execution, ensuring that product decisions and outcomes align with both customer needs and business goals, while being transparent about progress and challenges.
Organizational Knowledge
Understands the organization’s mission, operating environment, business goals, and working with other functions to serve customers.

Product Manager, Clearing and Custody Account Onboarding

Key skills