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.

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.