Product Manager, Accounts

Things You Get To Do

• Own one core accounts sub-surface end-to-end (KYC / identity verification, account types, sub-accounts / multi-accounts, or IRA cross-work) - drive prioritization, API design, and rollout inside your surface.
• Run discovery with partners and prospects against real integration constraints, translate findings into a sequenced backlog for your surface, and push back on requests that don’t fit the platform without over-promising.
• Ship to production at the cadence of a high-growth platform - write clear PRDs, align with engineering on API contracts, and produce documentation partners can implement against.
• Partner with compliance and legal on product decisions that touch licensing, KYC / AML, identity verification, and account-model design - comfortable shipping in parallel with them in a regulated environment.
• Improve operational efficiency in your surface - exception handling, partner-facing tooling, automation of repetitive ops - and own the metrics.
• Track adoption beyond GA - onboarding funnel health, API adoption, time-to-first-funded-account, verification pass rates, partner-reported blockers - and iterate on docs, SDK ergonomics, and rollout sequencing until your surface is actually being adopted.
• Report timely and accurately on product status and results to internal and external stakeholders, including partners.

Who You Are (Must-Haves)

• 5+ years of experience in Product Management, Engineering, Consulting, or starting a startup - preferably in brokerage, fintech, payments, or identity / accounts infrastructure.
• Demonstrated depth on at least one accounts surface - KYC / identity verification, account types, sub-accounts / multi-accounts, or IRA - shipped to production scale.
• Experience shipping B2B / developer-facing products: SDKs, APIs, partner integrations where developers and partners are the primary customer, not just end users.
• Comfort shipping in parallel with compliance and legal in a regulated environment.
• Experience analyzing data using SQL and a relevant BI tool.
• Bachelor’s degree in computer science, engineering, finance, or equivalent.
• Business acumen to weigh stakeholder, tech feasibility, time, and budget tradeoffs.

Who You Might Be (Nice-to-Haves)

• Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents.
• Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream.
• Experience with US accounts / identity regulatory frameworks - FINRA KYC / AML, FATCA, IRS entity rules, OFAC screening.
• Experience with US retirement accounts (e.g., IRA ecosystem, rollovers) and/or non-US registered / tax-advantaged account types.
• Experience unifying fragmented account or identity stacks behind consistent APIs and data models.
• Background in broker-dealer operations (exceptions queues, document review, account maintenance) and automation opportunities.
• AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping.

Compensation & Benefits

• Competitive Salary & Stock Options
• Health Benefits
• New Hire Home-Office Setup: One-time USD $500
• Monthly Stipend: USD $150 per month via a Brex Card