FVP, Product Management - Investments

Key Details:

• Direct Hire/Perm
• Location: 100% Onsite in San Diego
• Pay: $145-180k + 30% bonus

Summary:

This individual will be responsible for owning the end-to-end Investments experience roadmap (Self Directed Brokerage, Crypto, and Robo) within our digital ecosystem. In this senior role, this individual will be expected to define and execute upon a product vision that delivers products and services that our customers love while serving our business. This individual will be responsible for achieving product-market fit and will be accountable for all OKR in their product area. This role will report to the SVP, Head of Consumer Product and will be regularly presenting strategy, status, and KPI to executive leadership.

Responsibilities:

• Product Strategy: Product Vision, Approach, and Roadmap definition to differentiate us from the Market and drive business results
• Industry Expertise: Competitive Analysis/benchmarking and Industry Trends documentation to proactively identify new product opportunities and innovation to meet customer needs
• Presentation Capabilities: Engagement with senior execs (SVP, EVP, CEO) align product roadmaps with business needs and strategy
• Execution: Lead large-scale platform initiatives that drive measurable customer impact by collaborating with stakeholders from the Business Units, UI/UX, Technology, and Operations to identify optimal solutions to complex problems
• Delivery: Drive GTM execution through cross-functional dependency alignment (Marketing, Sales, Operations, etc.)
• Coordination: Regular communication with other product team members and business stakeholders to ensure product alignment across functional areas and business lines
• Experimentation: A/B testing of solution alternatives to continuously learn and optimize KPI
• Ownership: Review and manage product reporting (adoption, usage, funnel conversion, etc.) to consistently evaluate and refine product area functionality
• Vendor Management: Vendor / Partnership relationship, Build vs. Buy Analysis, ROI modeling
• Team Management: Oversee multiple VPs and ensure functional alignment. Responsible for talent development, succession planning, and performance management
• Efficiency: Leverage AI in all processes to efficiently deliver work

Requirements:

• 5-10+ years of product management, consulting, or related experience
• 3-5+ years of product leadership or related management experience
• Experience in brokerage, investments, robo advisory, and/or other related securities industry experience
• Experience working with geographically diverse teams
• Experience integrating AI capabilities into a D2C product experience
• Product based experience demonstrating key feature ownership and KPI accountability
• Demonstrated ability to lead a diverse team by example, establishing processes, guiding best practices, and developing team member skills
• Analytics and reporting experience using tools like Tableau, Pendo, etc.

Skills:

• Ability to generate a product vision and define a path to success
• Deep understanding of the Software Development Lifecycle
• Emotional intelligence to effectively manage cross functional project teams
• Individual with a genuine passion for solving customer problems and building digital experiences
• Strong organizational skills with the ability to manage multiple initiatives simultaneously
• Ability to adapt quickly and reprioritize to match shifting priorities
• Exceptional work ethic; proactively and energetically drives desired outcomes
• Proven ability to "manage up" and promote accountability
• Excellent verbal and written communication skills, both technical and non-technical
• Demonstrable track record of achieving t

  All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.