Brokerage Services Product Manager

TradeStation is an online brokerage firm and trading ecosystem focused on delivering trading experiences for active traders and institutions. The Brokerage Services Product Manager will lead product strategy and platform modernization across core brokerage systems, including middle office operations, order management, compliance, and post-trade workflows. The role will manage vendor integrations, define structured requirements, track KPIs, and collaborate with Technology, Operations, Compliance, customers, and external vendors to deliver scalable trading solutions.

Responsibilities:

• Serve as Product Manager across all areas of the brokerage product portfolio, moving fluidly between product areas to set direction, unblock delivery, and ensure initiatives ship with quality
• Play the product role on our middle office and OMS replacement project – partnering with Technology, Operations, Compliance, and external vendors to define requirements, sequence delivery, and drive the platform modernization effort to successful implementation
• Own and advance brokerage compliance and regulatory initiatives – translating regulatory and audit requirements into clear product requirements, and ensuring changes to brokerage systems and workflows meet US brokerage regulatory obligations
• Author and maintain structured specs — PRDs, epic decompositions, and acceptance criteria — within TradeStation’s Spec-Driven Development (SDD) process, ensuring full requirements traceability from business intake through engineering handoff
• Use AI tools to accelerate spec authoring, epic/story decomposition, gap analysis, and requirements coverage tracking
• Define and track KPIs for core brokerage product areas, including operational efficiency, customer experience, and platform stability
• Maintain and communicate product roadmaps with clear visibility across stakeholders
• Leverage AI and LLM tools to streamline workflows, improve data quality, and reduce operational complexity
• Engage with customers and internal teams to identify friction points and deliver solutions that improve the core trading experience
• Conduct competitive and industry research to stay ahead of technological trends and evolving customer expectations
• Develop detailed business requirements and partner with Engineering to ensure high-quality execution
• Continuously evaluate and improve business processes to drive scale, efficiency, and better customer outcomes
• Define and deliver measurable outcomes aligned to strategic objectives. Set KPIs for your product areas and drive performance using data and experimentation
• Own quarterly KPI reviews across product areas under management; ensure cross-functional teams are aligned to deliver against targets, and proactively course-correct where needed

Requirements:

• Genuine enthusiasm for AI-forward ways of working — not just tool literacy, but a mindset of using AI to move faster and with more rigor
• Comfortable operating in a Spec-Driven Development (SDD) process — writing and iterating on structured specs, epics, and acceptance criteria with full requirements traceability
• Hands-on proficiency with AI-assisted product tools for spec authoring, decomposition, and gap analysis
• Strong execution of product management responsibilities in an agile environment
• Experience with middle office systems, post-trade workflows, and brokerage operations
• Ability to define and track measurable outcomes aligned with business goals
• Analytical mindset with a focus on data-driven product strategy
• Excellent communication and collaboration skills across technical and business teams
• Highly organized with the ability to manage multiple priorities and deliver on time
• Passion for innovation and continuous learning in the Fintech space
• Experience working with back office vendors and Order Management Systems important
• Familiarity with US brokerage regulations and operational requirements
• Background in brokerage products, operations, and risk management
• Experience with industry vendors such as FIS (phase 3 and GMI), Exchanges, etc
• Bachelor's degree
• 3-5+ years' experience as a product manager or product owner in the securities industry with a focus on retail trading products
• Experience working within a formal Spec-Driven Development process or similarly structured, AI-assisted requirements framework a plus
• Master's/MBA a plus
• FINRA Certifications Series 7 and Series 3 a plus