Director of Product, Broker-Dealer

Responsibilities

• Oversee the Product teams responsible for portfolio management, trade execution, recordkeeping, high-yield cash and market data platforms.
• Deeply understand target clients, championing functionality that enriches their asset management experience and drives business value.
• Ensure that PMs and engineers in the Broker-Dealer domain understand the business and strategic context behind their work.
• Dive into the technical weeds of high-impact project efforts that require additional support and cross-functional alignment.
• Use AI-driven workflows and prototyping to accelerate the product development lifecycle and enable better team velocity and collaboration.
• Balance and find throughlines between the needs of investors across all three lines of business: retail clients, advised clients, and 401(k) participants.
• Define and track the metrics that matter for platform health, from trade execution quality to reconciliation accuracy, and hold a high bar for operational excellence.
• Communicate with conviction the Broker-Dealer’s roadmap priorities and tradeoffs to executives and stakeholders alike, translating deep technical work into business impact.
• Partner with Operations leadership to ensure staff have the proper tools to manage rapidly expanding cash and brokerage systems.
• Hire, manage, and develop a team of high-performing PMs.

Requirements

• 8-12 years of product management experience leading products in complex technical domains.
• Prior experience in trading or investment platforms is a significant plus.
• Technical fluency to engage credibly with engineers on system design, data flows, and platform tradeoffs.
• Experience managing, leading, and developing a team of product managers.
• Strong storytelling skills to distill complex technical concepts into accessible information for partner organizations and clients.
• Comfort operating at multiple altitudes: setting multi-year platform strategy one day, unblocking a mutual fund edge case the next.
• Creative problem-solving skills to deliver innovative functionality within regulatory and technical constraints.
• A self-starter with proven success in launching products in collaboration with a broad set of stakeholders.
• Strong analytical abilities and enthusiasm for data-driven decision-making.

Nice-to-Haves

• Prior experience in trading or investment platforms.

Compensation and Benefits

Base Salary (New York City): $220,000 - $250,000. This job may also be eligible for variable compensation in the form of a company incentive bonus.

Benefits:

• Medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; Employee Assistance Program (EAP); transit benefits and FSA and HSA options.
• Equity for all employees, including new hire and refresher grants.
• Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
• Company-paid professional coaching for all employees.
• Day-one 401(k) match plus matching on qualified student loan payments.