Senior Product Manager - Investments
BTB - Be The Bank,
Job Overview
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Job Description
About The Role
We’re looking for a Senior Product Manager - Investments to lead the strategy, roadmap, and execution of investment products that help customers build wealth through a high-trust, compliant, and intuitive experience. You will own key parts of the investing journey - from onboarding and suitability to portfolio construction, performance reporting, and customer retention.
You’ll work closely with engineering, design, data, compliance/legal, and operations to deliver products that are both customer-first and economically viable.
Why Join BTB
- Own a core revenue-driving product domain with direct business impact
- Work on complex real-world problems involving risk, performance, and investor trust
- Build products that move capital efficiently and responsibly
- High autonomy, fast iteration cycles, and measurable outcomes
What You’ll Be Doing
- Setting the product direction for BTB’s investor domain and ensuring alignment with business and risk objectives
- Designing and evolving allocation and portfolio logic - caps, limits, diversification, and automation
- Improving investor transparency - performance reporting, risk indicators, and portfolio explainability
- Driving measurable improvements in investor activation, capital utilization, and retention
- Building investing automation and self-serve controls that scale without increasing operational risk
- Partnering closely with risk, credit, and compliance to ensure disciplined, regulation-ready product design
- Using data, experimentation, and performance analysis to continuously refine investor outcomes
Requirements
What You’ll Need
- Proven experience owning complex investment product domains
- Strong intuition for portfolio behavior, risk-return tradeoffs, and capital efficiency
- A structured, analytical mindset with a track record of data-driven decision-making
- Comfort operating in regulated environments with real financial consequences
- Ability to translate financial and operational constraints into clear product logic
- Strong communication skills and the ability to align stakeholders
- High ownership, sound judgment, and a bias toward long-term product quality over short-term wins
- Ability to say no to growth, features, or complexity when they introduce hidden risk, reduce explainability, or fail to scale operationally.
Key skills/competency
- Product Strategy
- Investment Products
- Portfolio Management
- Regulatory Compliance
- Risk Management
- Data-driven Decisions
- Stakeholder Alignment
- Fintech
- Wealth Management
- Customer Retention
How to Get Hired at BTB - Be The Bank,
- Research BTB's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume: Customize your resume to highlight experience in investment product management, regulatory environments, and data-driven decision-making.
- Showcase investment acumen: Prepare to discuss portfolio behavior, risk-return tradeoffs, and capital efficiency with specific examples.
- Emphasize compliance and trust: Highlight your ability to build compliant, high-trust financial products within a regulated environment.
- Demonstrate product leadership: Be ready to present examples of setting product direction, driving measurable outcomes, and aligning diverse stakeholders.
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