Principal / Senior Product Manager, Institution Onboarding Experience (KYB)
TLDR
Lead the development of institutional onboarding experience, enhancing user experience while ensuring compliance and operational scalability for enterprise clients in a fast-paced environment.
Who We Are
About the Opportunity
What You’ll Be Doing:
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Own end-to-end product strategy and roadmap for institutional clients, including document collection, entity verification and ultimately account activation.
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Identify friction points across the customer journey that stem from regulatory or risk controls, and reimagine those experiences to be more user-friendly while preserving integrity.
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Collaborate with Compliance, operations and business teams to understand policy and compliance requirements and translate them into scalable product solutions.
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Use data, research, and experimentation to make informed product decisions and prioritize improvements.
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Simplify complex processes through thoughtful product design and automation
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Drive alignment across multiple stakeholders, balancing user experience, business needs, and regulatory obligations.
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Design and deliver product solutions that are audit-ready, transparent, and adaptable to evolving regulatory standards.
What We Look For In You:
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5+ years of product management experience,ideally with exposure to B2B, fintech, or enterprise platforms.
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Experience building onboarding, identity verification, or enterprise account experiences.
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Strong product intuition with a user-first mindset; you’ve designed seamless experiences in complex ecosystems.
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Strong analytical skills and data-driven mindset, with the ability to identify user friction points
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Experience working with or around regulatory/risk requirements, even if not directly responsible for compliance.
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Strong systems thinker who can navigate and simplify complex workflows, particularly where multiple stakeholders or roles are involved.
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Proven ability to work across technical, compliance, business and operational teams to deliver compliant, scalable product solutions.
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Excellent communication and collaboration skills, especially in translating regulatory or operational needs into product requirements.
Nice to Haves:
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Familiarity with institutional KYC/KYB processes, AML requirements, or enterprise identity management.
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Experience with workflow automation, case management systems, or back-office tooling.
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Background in financial services, SaaS platforms, or B2B marketplaces.
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Fluent in English and Mandarin.
Perks & Benefits:
- Competitive total compensation
- Comprehensive insurance coverage for employees and their dependants
- More that we love to tell you along the process!
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Benefits
Health Insurance
Comprehensive insurance coverage for employees and their dependants
OKX operates as a prominent cryptocurrency exchange, enabling users to buy, sell, and trade a wide range of digital assets, including Bitcoin and Ethereum. In addition to facilitating crypto trading, they've developed OKX Wallet, a widely-used platform for accessing decentralized applications and exploring the Web3 landscape.
- Founded
- Founded 2017
- Employees
- 500+ employees
- Industry
- Diversified Financial Services