Senior Product Owner, Client Portal
DriveWealth
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:
The Senior Product Owner on the Client Portals team owns the product requirements and roadmap for DriveWealth’s key partner and end-user portals. These portals enable efficient brokerage operations, tax management, and reporting for partners, internal teams, and clients. This role involves close collaboration with cross-functional teams to gather and prioritize needs, define MVPs, and deliver impactful solutions. It requires experience managing products that rely heavily on API integrations and working closely with engineering to ensure smooth execution.
What You’ll Do:
- Own the roadmap for the Client Portals, delivering features that empower partners, internal operations teams, and end users to manage brokerage operations, tax documentation, and reporting efficiently.
- Collaborate with product domain owners to gather, refine, and prioritize cross-functional requirements, ensuring portals surface the right data and workflows.
- Understand operational workflows and translate feedback from stakeholders into end to end front end experiences for internal and external users
- Keep Client Portals initiatives in sync with company-wide priorities by working closely with stakeholders to balance team goals with broader business needs, making thoughtful tradeoffs to deliver the best overall outcomes.
- Define and deliver MVPs and product releases, working closely with engineering to translate requirements into seamless API-to-UI experiences and timely delivery.
- Monitor and analyze the competitive landscape and industry trends to inform product strategy and identify opportunities for differentiation.
- Define and execute the product strategy for self-service reporting, enabling internal teams and partners to independently access and analyze operational data.
- Use analytics and stakeholder feedback to guide prioritization, validate assumptions, and identify opportunities for continuous improvement, including addressing tech debt and advancing platform enhancements.
What You’ll Need:
- Proven experience managing complex B2B or B2C products, preferably in fintech or brokerage industries, with familiarity in API-driven platforms and reporting solutions.
- Strong skills in gathering, prioritizing, and balancing requirements from diverse stakeholders while aligning with business goals.
- Experience driving end-to-end product delivery in Agile environments, including defining MVPs and managing backlogs.
- Analytical mindset to leverage data, user feedback, and market insights for continuous product improvement.
- Strong understanding of Agile practices and ceremonies, believe in product increments and iterate on the feedback quickly.
- Excellent collaboration and communication skills, able to work effectively with cross-functional teams and influence stakeholders.
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of 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.
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)
- Hybrid work experience that allows for flexibility
- 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.
We are an equal opportunity employer and value diversity at our company. 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 will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.