About Us

DriveWealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are 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.

There’s never been a better time to build a category-defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start-up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!

About the Role

Our Product Managers help bring our mission to life through the design, build, implementation, and iteration of tools that power financial independence. As a senior product owner, you will lead important initiatives in money movement and tax, owning key delivery milestones and goals centered on product improvement and expansion.

What You’ll Do

Take full ownership and accountability for the retirement account and tax product portfolio
Develop and implement seamless products and controls for money movement with an initial focus on retirement accounts and tax
Collaborate with the treasury, finance and operations teams to ensure that our solutions meet the funding and tax needs for partners worldwide
Drive the end-to-end definition, delivery and go-to-market deliverables for the initiatives including regulatory and risk compliance
Streamline and automate processes to improve time to market for regulatory and business change initiatives
Apply your prior platform and process design expertise to adopt requirements across functions (trading, middle office, operations, data)
Manage third-party relationships in support of our product capabilities and partner needs
Navigate big data across the platform and with our partners and deliver capabilities that focus on data normalization, accessibility, and record-keeping requirements
Identify, track, and analyze key performance metrics that illustrate the performance and effectiveness of your products
Partner with our project managers, engineering team, and other product owners to deliver best-in-class solutions

What You’ll Need

Product leadership skills with knowledge of money movement and tax obligations of a registered US Broker Dealer
Experience to develop and implement automated processes and supervisory controls to eliminate manual intervention and meet our partner commitments in timely delivery for funding and settlements
An ability to roll up your sleeves, lead from the front and act as a ‘player/coach’ to drive change across the organization and influence key stakeholders
A comfort to navigate customer and trade lifecycle systems and workflows
An ability to oversee and communicate across a cross-functional team in a matrixed environment
A sense to filter through ambiguity and complexity and keep the core team focused on defined priorities and workstreams
A track record of successful engagement with external counterparts in the brokerage industry, including partners (broker-dealer, retail or institutional), regulators, exchanges, clearing firms
An embodiment of DriveWealth’s Operating Principles includes accountability, teamwork, transparency, urgency, and integrity
FINRA Securities Industry Essentials (SIE) completion or a commitment to acquire within the first year of employment at DriveWealth (with support from your Manager)
Must be in the NY office several days per week

Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor 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.

New York, NY (Hybrid) Pay Range

$175,000—$225,000 USD

Working at DriveWealth

We do our best work when we’re in the same room. To maintain the speed our partners expect, our New York and Chicago teams work in-office 4 days a week. We’ve found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you’re here, you’re working directly with the people making the decisions. To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer full insurance coverage, a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous PTO, observed holidays, and extended leave.

How We Think About AI

We leverage AI to work smarter and move faster. We seek AI curious talent who are proactive about using emerging tools to increase signal quality, reduce friction and improve outcomes to deliver product faster, provide better service to our partners, and to streamline processes. Your ability to leverage our internal tools and technology to drive results is as important to us as your core domain expertise.

Compensation

Pay is generally based upon the level, complexity, responsibility, location and job duties / requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks.

Equal Employment Opportunity

To build technology and products that are used and loved by people and solve real-world problems, we need to build a team with many different perspectives and experiences. We are an equal opportunity employer. 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 encourage candidates from all backgrounds to apply. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us at [email protected].

Agency Disclaimer

DriveWealth does not accept agency resumes. Do not forward resumes to our jobs alias, employees, or any other organization location. DriveWealth is not responsible for any fees related to unsolicited resumes.

Senior Product Owner, Retirement and Tax

AI overview