Senior Product Owner, Cash and Liquidity at DriveWealth

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Apr, 26

Salary

225000.0

Posted On

19 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Leadership, Money Movement, Tax Obligations, Automated Processes, Supervisory Controls, Stakeholder Influence, Cross-Functional Communication, Data Normalization, Performance Metrics, Project Management, Regulatory Compliance, Brokerage Industry Engagement, Teamwork, Integrity, Accountability, Transparency

Industry

Financial Services

Description

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 $175,000—$225,000 USD Benefits Competitive medical, dental, and vision insurance options Mental health resources Generous paid time off with observed holidays (varies per country) Paid parental leave for biological and adoptive parents Up to $2,500 or local equivalent each year to invest in continued education and personal development Up to $900 each year or local equivalent for fitness and wellness reimbursement Company-provided phone (varies by country) For HQ in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District Pre-tax commuter benefits (US only) Employer 401K match (US only) Benefit offerings vary based on country and are subject to change. Equal Employment Opportunity To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at recruiting@drivewealth.com. Agency Disclaimer DriveWealth does not accept agency resumes. Please do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.

Responsibilities

The Senior Product Owner will take full ownership of the retirement account and tax product portfolio, focusing on the development and implementation of seamless products for money movement. They will collaborate with various teams to ensure solutions meet funding and tax needs while driving product improvement and expansion.