Original listing text, shown exactly as published by the company.
Who You Are (Must-Haves)
- 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 - 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 - 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 - not just shipping a single product.
- Proven ability to operate as a senior product owner who raises the standard around them - mentors peers, sets quality bar, represents the area in cross-functional and leadership forums without holding a manager title.
- 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.
You’ll Thrive In This Role If You Bring
- Excitement about growing your impact through scope and influence across the accounts area, rather than through team size.
- A track record of owning and shipping multiple workstreams in parallel over the last 2-3 years - not just setting vision and facilitating tradeoffs.
- Hands-on regulated-product experience at the shipping and mechanical-chain layer, not just the policy and framework layer.
- The senior posture to sequence in-flight accounts work (sub-accounts / multi-accounts, KYC, entity accounts) from day one, without a six-month ramp.
Who You Might Be (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, not just iterating on an inherited one.
- Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream.
- Direct experience with entity / corporate onboarding, beneficial ownership, or KYB at scale.
- Familiarity 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.
How We Take Care of You
Competitive Salary & Stock Options
