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Metro location and general product title increase competition; seniority and payments specialization moderately reduce it.
High: role demands deep financial services, payments, advisor workflows, and regulatory experience limiting transferability.
High: explicit 10+ years requirement plus mandatory fintech/payments, compliance, and technical skills.
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Own and execute the product roadmap for Cash Management capabilities including payments and banking solutions.
Lead product discovery and collaborate across advisors, service teams, operations, and technology to deliver scalable solutions.
Ensure compliance, operational readiness, and effective stakeholder communication throughout the product lifecycle.
Bachelor’s degree in Business, Finance, Technology, or related field; MBA or advanced degree preferred.
Minimum 10 years of product management experience in financial services or FinTech with focus on Retirement and Payments.
Strong technical background including SDLC, SQL, CI/CD, UX Design, AWS & Cloud technologies.
Experience with payments, banking, risk, compliance, and Agile methodologies required.
Experienced in managing end-to-end product delivery in financial services, particularly within payments and retirement domains.
Proven ability to influence cross-functional teams and drive adoption among financial advisors and operational teams.
Strong analytical and communication skills enabling effective translation of complex business needs into product solutions, with a focus on compliance and operational efficiency.