Director of Product – Retail Investing Platform

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September 11

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Zeta

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Fintech • Finance • Banking

Zeta is an innovative technology company focused on revolutionizing the banking and financial services industry. It provides a comprehensive platform that enables financial institutions to offer next-generation banking services, including card management, transaction processing, loan management, and more. Zeta's solutions incorporate advanced features such as real-time APIs, conversational AI, and digital customer engagement suites, all designed to enhance the user experience and operational efficiency. The company is dedicated to democratizing banking by equipping issuers with cutting-edge tools to improve customer experience and regulatory compliance.

1001 - 5000 employees

Founded 2015

💳 Fintech

💸 Finance

🏦 Banking

📋 Description

• Define the product vision and strategy for retail investing (stocks, ETFs, mutual funds). • Lead cross-functional teams to design, build, and launch best-in-class investing experiences. • Prioritize features and trade-offs to maximize impact, speed, and compliance. • Ensure successful end-to-end delivery from MVP through scale. • Optimize team efficiency and output. • Own relationships with external partners including custodians, clearing firms, data providers, and technology vendors. • Negotiate and structure product partnerships that expand capabilities and accelerate execution. • Ensure smooth integration and ongoing management of third-party services critical to the investing platform. • Collaborate with legal, compliance, and risk teams to ensure all product initiatives meet FINRA/SEC and other applicable regulations. • Anticipate potential regulatory or operational risks and build proactive safeguards. • Measure Output metrics (Acquisition, Activation, Retention, Engagement) and Input metrics (Conversion Funnels, Engagement) that matter • Leverage Product Analytics Platforms (Mixpanel, Amplitude etc), Data Analytics Platforms (Metabase, Superset) • Drive the creation of delightful, intuitive and engaging user interfaces in collaboration with UX designers to drive user adoption and NPS

🎯 Requirements

• 10+ years in Product Management, at least 4 of which are spent in building and scaling consumer investing, or brokerage products • Strong understanding of capital markets, trading infrastructure, clearing/settlement, and brokerage operations. • Familiarity with relevant regulatory frameworks and their product implications. • Excellent strategic insight on conceptualizing and prioritizing ideas. • In depth understanding and knowledge of Statistics, Analytics, Business Intelligence, SQL, Product Analytics platforms • Ability to interpret complex data sets and derive actionable insights. • Meticulous in program management processes.