Responsibilities

Own the product vision, roadmap, and success metrics for the entire accounts area including account models, onboarding/lifecycle, KYC/KYB, sub-accounts/multi-accounts, and IRA cross-work
Personally execute across multiple in-flight lanes in parallel, shipping work on the most strategically important initiatives
Rationalize how account APIs and internal systems are exposed, including KYC/KYB surfaces that flex for different account types, jurisdictions, and partner operating models
Drive build-vs-buy, partner-vs-direct, and onshore-vs-offshore tradeoffs across the area; re-sequence the roadmap under real constraints
Partner deeply with engineering, broker-dealer operations, compliance, legal, partnerships, success, and sales to prioritize initiatives balancing regulatory risk, operational load, revenue impact, and time-to-market
Lead discovery with partners and prospects, understand blocking requirements, translate needs into sequenced roadmaps, and communicate honest timelines and scope
Shape pricing and packaging inputs where account products imply different operational handling
Support global expansion of account capabilities including regional account constructs, tax-advantaged products, and jurisdiction-specific rules
Define and monitor adoption across accounts including onboarding funnel health, API adoption, time-to-first-funded-account, verification pass rates, partner-reported blockers, and operational throughput
Mentor peer PMs, set quality bar, and raise the standard of work shipped across the accounts area

Requirements

10+ years of experience in Product Management, Engineering, Consulting, or starting a startup, with senior IC ownership in a regulated identity, accounts, or brokerage domain
Demonstrated end-to-end ownership of an accounts-shaped surface at production scale, including at least two of: KYC/identity verification, new account types (entity/joint/custodial/trust), sub-accounts/multi-accounts, IRA/tax-advantaged account structures
Direct experience navigating US accounts/identity regulatory frameworks including FINRA KYC/AML, FATCA, IRS entity rules, beneficial-ownership/CDD, OFAC screening
Track record of setting and executing an area-level roadmap across multiple in-flight workstreams in parallel
Proven ability to operate as a senior product owner who mentors peers, sets quality bar, and represents the area in cross-functional and leadership forums
Exceptional written and verbal communication; ability to run partner-facing conversations, regulator-adjacent forums, and internal leadership updates
Experience analyzing data using SQL and a relevant BI tool
Bachelor’s degree in computer science, engineering, finance, or equivalent

Nice-to-Haves

Direct broker-dealer or institutional brokerage experience (Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents)
Experience standing up KYC/identity programs from scratch
Familiarity with the B2B2C correspondent/broker-as-a-service model
Direct experience with entity/corporate onboarding, beneficial ownership, or KYB at scale
Familiarity with US retirement accounts (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 using tools like Cursor, Claude, ChatGPT