Innovation Product Strategist

Our mission is to reinvent how financial services firms build, govern, and run data integrations and transformations. Today, that work is fragmented across teams, tools, and handoffs—slow to deliver, expensive to maintain, and painful to change. We’re collapsing it into a single AI-native platform that empowers business users to self-serve (without writing a ticket) while giving engineering teams the governance, security, and auditability they require. We’re growing our founding team now—high ownership, high velocity, and real customer impact.

About the Role

We are seeking a Product Strategist to accelerate the delivery, quality, and adoption of a GenAI-native platform for the financial services industry. This is a hands-on, high-ownership opportunity where you’ll help bring a 0-to-1 product vision to life—turning new capabilities into real workflows that teams can trust and adopt. You’ll work day-to-day with product management, engineering, data, and customer teams to turn prioritized use cases into clear requirements, shippable increments, and production-ready capabilities—balancing speed, trust, and operational rigor.

On our team, you will be responsible for:

Product & Feature Execution

• Own and govern a prioritized feature portfolio—making tradeoffs explicit and keeping delivery focused

• Translate problem statements into crisp requirements (user stories, acceptance criteria, edge cases) for design and engineering

• Partner with product leadership to continuously refine prioritization based on customer feedback, delivery learnings, and risk

• Maintain and communicate the roadmap, ensuring dependencies, milestones, and release readiness are visible

Agile Delivery & Sprint Support

• Drive sprint planning, backlog refinement, and release readiness to keep teams shipping predictably

• Be the day-to-day point of clarity for engineers and designers—answering questions, resolving edge cases, and documenting decisions

• Coordinate UAT and rollout validation, ensuring what we ship meets user expectations and operational constraints

Enablement & Adoption

• Support user and client onboarding, ensuring teams reach value quickly and consistently

• Contribute to training materials, release notes, and documentation that scale product understanding

• Build and maintain a living knowledge base (workflows, FAQs, decisions) that reduces friction for users and internal teams

Data & Knowledge Assets

• Support data creation and preparation activities that improve model performance and product reliability

• Create and curate structured knowledge assets that power GenAI experiences (taxonomy, reference data, examples)

Requirements:

• 5+ years in product operations, business analysis, or delivery support within financial services operations and/or data operations (e.g., ETL, reconciliations, data quality, file-based processing)

• Hands-on experience in agile delivery (sprint planning, backlog refinement, demos, retrospectives)

• Excellent written communication and documentation skills (requirements, workflows, test artifacts)

• Comfort collaborating with both technical and non-technical stakeholders; able to translate between business outcomes and implementation details

• Analytical mindset and strong attention to detail; able to spot gaps, risks, and inconsistencies before they become defects

• Strong stakeholder management—you can say “no” (or “not yet”) diplomatically while maintaining trust and momentum

• Comfort with ambiguity—requirements evolve; you create clarity rather than wait for it

• Customer empathy—genuine curiosity about user needs and workflows, not just managing a backlog

Nice to Have

• Exposure to AI, analytics, or data-driven products (GenAI use cases, ML features, dashboards, experimentation)

• Understanding of financial messaging and data exchange patterns (e.g., SWIFT, file transfers via FTP/SFTP)

• Familiarity with capital markets data domains and platforms (e.g., ABOR/IBOR)

• Exposure to testing/QA pr