Senior Product Owner, Cash and Liquidity

DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.

Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!

About the Role

Our Product Managers help bring our mission to life through the design, build, implementation, and iteration of tools that power financial independence. As a senior product owner, you will lead important initiatives in money movement and tax, owning key delivery milestones and goals centered on product improvement and expansion.

What You’ll Do

• Take full ownership and accountability for the retirement account and tax product portfolio
• Develop and implement seamless products and controls for money movement with an initial focus on retirement accounts and tax
• Collaborate with the treasury, finance and operations teams to ensure that our solutions meet the funding and tax needs for partners worldwide
• Drive the end-to-end definition, delivery and go-to-market deliverables for the initiatives including regulatory and risk compliance
• Streamline and automate processes to improve time to market for regulatory and business change initiatives
• Apply your prior platform and process design expertise to adopt requirements across functions (trading, middle office, operations, data)
• Manage third-party relationships in support of our product capabilities and partner needs
• Navigate big data across the platform and with our partners and deliver capabilities that focus on data normalization, accessibility, and record-keeping requirements
• Identify, track, and analyze key performance metrics that illustrate the performance and effectiveness of your products
• Partner with our project managers, engineering team, and other product owners to deliver best-in-class solutions

What You’ll Need

• Product leadership skills with knowledge of money movement and tax obligations of a registered US Broker Dealer
• Experience to develop and implement automated processes and supervisory controls to eliminate manual intervention and meet our partner commitments in timely delivery for funding and settlements
• An ability to roll up your sleeves, lead from the front and act as a ‘player/coach’ to drive change across the organization and influence key stakeholders
• A comfort to navigate customer and trade lifecycle systems and workflows
• An ability to oversee and communicate across a cross-functional team in a matrixed environment
• A sense to filter through ambiguity and complexity and keep the core team focused on defined priorities and workstreams
• A track record of successful engagement with external counterparts in the brokerage industry, including partners (broker-dealer, retail or institutional), regulators, exchanges, clearing firms
• An embodiment of DriveWealth’s Operating Principles includes accountability, teamwork, transparency, urgency, and integrity
• FINRA Securities Industry Essentials (SIE) completion or a commitment to acquire within the first year of employment at DriveWealth (with support from your Manager)
• Must be in the NY office several days per week
  
  Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor an employment Visa at this time.

Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.

Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.

New York, NY (Hybrid) Pay Range$175,0