Who we are looking for 

Wealth Custody and Clearing is seeking an Officer to join our Strategy & Product Management team to support the global product buildout for our introducing broker-dealer and wealth custody platform. This Officer will drive strategic analysis, create buy/build/partner frameworks, establish product development lifecycle cycle cadences, and finetune board, committee and executive level materials. This Officer will also support the end-to-end product ownership—including design, development, third-party integrations, and ongoing enhancement of key platform capabilities. The ideal candidate will have exposure across: account onboarding, cash management, transfers, trading, rebalancing, performance reporting, fee-billing, clearing, and third-party integrations, with aspirations of launching and scaling innovative wealth and custody solutions. This role reports to Wealth Custody and Clearing, Managing Director (or Vice President) of Product Management & Strategy and will be based in Boston, MA, Dallas, TX, Austin, TX, Irvine, CA or another strategic global location. 

Why this role is important to us 

As Wealth Custody and Clearing expands its global footprint, the Officer of Strategy & Product Management will be exposed to multiple components of our overall product roadmap. This Officer will ensure our platform delivers differentiated value to clients, supports seamless integration with third-party providers, and remains at the forefront of digital and AI-driven transformation. The role is critical to our ability to compete globally, deliver exceptional client experiences, and maintain operational and regulatory excellence. 

What you will be responsible for 

• Support the buildout of new product capabilities including multiple components of the wealth custody and clearing platform, from ideation and design through launch, enhancement, and sunset. 

• Negotiate fintech partnerships to expand platform capabilities and accelerate time-to-market. 

• Champion the adoption of AI and advanced analytics to enhance product features, automate workflows, and optimize client and advisor experiences. 

• Manage third-party product roadmaps, collaborating with external partners to ensure deliverables are aligned, delivered on time, and within budget. 

• Collaborate with technology, operations, compliance, and business development teams to deliver scalable, secure, and compliant solutions. 

• Monitor industry trends, competitive landscape, and regulatory developments to ensure our platform remains innovative and differentiated. 

• Prepare presentations for executive leadership, boards, and external stakeholders on product vision, strategy, and performance. 

• Foster a culture of innovation, agility, and accountability within the product organization. 

What we value 

• Exposure to product lifecycle and agile development methodologies. 

• Experience in product management for wealth custody, clearing, trading, and digital wealth platforms. 

• Strategic thinker with strong execution, analytical, and presentation development skills. 

• Excellent communication and stakeholder management skills. 

• Digital-forward mindset with a passion for leveraging modern tools to transform an industry. 

Education & Preferred Qualifications 

• Undergraduate degree required; graduate degree preferred. 

• 2–5+ years of related experience, including experience in product management, investment banking, management consulting, corporate development, business analysis, or strategy roles. 

• Desire to learn, build, grow, and support a highly complex, 0-1 launch of a global wealth and custody product.