About This Role
Planning and bringing new product ideas to life in the financial services sector is the core of this hands-on product role, which focuses on identifying customer and business problems, conducting user research, and developing product strategy. The role suits a candidate who is comfortable with ambiguous problems and can build a strong case for investment in new products.
Responsibilities
- Identify customer pain points, unmet needs, business opportunities, and areas for product experience improvement
- Proactively generate and develop new product ideas rather than simply executing requirements provided by stakeholders
- Translate broad business objectives and customer problems into clear product opportunities and hypotheses
- Plan and conduct user interviews, customer conversations, surveys, usability testing, and other forms of product research
- Validate product ideas, assumptions, and hypotheses before committing significant resources to development
- Define the problem being solved, why it matters, who it is being solved for, and what success should look like
- Develop product proposals, business cases, and recommendations for new initiatives
- Develop clear and persuasive product narratives and pitch new ideas to senior stakeholders
- Partner closely with design and engineering to translate validated ideas into high-quality product experiences
- Monitor product performance after launch and use customer feedback and data to identify further improvements
Requirements
- Bachelor's degree in Business, Finance, Economics, Technology, Engineering, Design, or a related discipline
- 4–7+ years of product management experience, preferably within fintech, wealth management, investments, banking, brokerage, capital markets, or other financial services
- Strong understanding of financial services and investment products, with the ability to quickly understand product structures, customer needs, and relevant business considerations
- Strong product discovery, critical thinking, and problem-solving capabilities
- Demonstrated experience conducting user interviews and translating customer insights into product decisions
- Ability to independently identify opportunities, develop product ideas, validate assumptions, and turn them into compelling product proposals
- Strong commercial thinking and the ability to connect product initiatives to measurable customer and business outcomes
- Excellent presentation, storytelling, communication, and stakeholder management skills
- Comfortable working with both quantitative and qualitative data to support product decisions
- Strong collaboration skills across design, engineering, data, marketing, operations, compliance, and business teams
