Hybrid Product Manager – Cash & Liquidity Management

Posted 2 weeks ago

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About the role

  • Define and own the product vision, strategy, and roadmap for Cash Management capabilities.
  • Lead product discovery and solutioning in partnership with advisors, service teams, operations, and technology.
  • Translate business needs into clear product requirements and user stories.
  • Prioritize features and enhancements based on advisor impact, business value, and technical feasibility.
  • Collaborate with Agile delivery teams to ensure timely and high-quality execution.
  • Partner with Service and Operations to ensure readiness and support for new capabilities.
  • Monitor product performance and user feedback to inform continuous improvement.
  • Communicate product strategy, progress, and outcomes to stakeholders across the organization.
  • Ensure alignment with compliance, risk, and regulatory requirements.

Requirements

  • Bachelor’s degree in Business, Finance, Technology, or related field; MBA or advanced degree preferred.
  • 9+ years of product management experience in financial services or FinTech.
  • Strong understanding of cash movement, payments, and transaction processing.
  • Strong SDLC & technical background (SQL, CI/CD, UX design, AWS & Cloud)
  • Strong background in payments, banking, risk, compliance
  • Strong Agile background influencing cross functional teams to use best practices
  • Excellent communication, stakeholder management, and problem-solving skills.
  • Familiarity with advisor workflows, service operations, and compliance frameworks.
  • Ability to translate complex business needs into scalable product solutions.
  • Strong analytical skills and comfort with data-driven decision-making.
  • Experience with CRM platforms, account onboarding solutions, advisor portals, and financial integrations.
  • Experience with Broker Dealer or Large Retail bank systems.

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Job title

Product Manager – Cash & Liquidity Management

Job type

Experience level

SeniorLead

Salary

$132,000 - $220,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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