Director of Financial Planning & Analysis at Globe Life responsible for strategic planning and financial forecasts. Leading an FP&A team and collaborating with executive leadership to drive accountability.
About the role
- Head of Investment Product leading supply-side growth of investment platform at fintech startup. Focusing on building products that drive capital and enhance investor experience.
Responsibilities
- Own the end-to-end vision for the Investment Portal (Web & Mobile).
- Define the product roadmap to support capital inflows, faster deployment, higher retention, and increased platform revenue.
- Build scalable digital investment offerings (SPVs, Sukuk-like structures, fractional portfolios).
- Lead the design of the Allocation Engine matching investor capital with mortgage demand.
- Ensure yield, IRR, and distribution calculations are fully accurate and competitive.
- Optimize allocation rules balancing returns, risk appetite, and funding efficiency.
- Own the full investor journey with premium transparency.
- Design dashboards covering deployed vs unallocated capital, realized/unrealized returns, and portfolio risk.
- Automate investor communications, statements, and Zakat/tax reporting where applicable.
- Act as the product bridge between Investment Committee, Treasury, Risk, Compliance, and Engineering.
- Translate workflows into PRDs, epics, user stories, and acceptance criteria.
- Ensure execution quality, speed, and financial precision.
- Ensure alignment with CMA and SAMA requirements.
- Integrate KYC/AML processes (Wathq, Absher, UBO validation).
- Build investor-ready governance and disclosure standards.
- Familiarity with Warehouse and leverage facilities, Sukuk and securitized issuance, Mortgage investment funds, Syndicated and revolving credit lines, Co-investment structures with PE/institutional funds, Vision 2030 / REDF-supported programs.
Requirements
- 10+ years in Product Management, including 3+ years in FinTech/WealthTech/Investment Platforms
- Strong understanding of private credit, lending portfolios, and institutional investment flows
- Comfort with APIs, data models, and financial calculations
- Experience with Saudi/GCC regulatory environments preferred
Job title
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