Job Description
Title: Lead, Platform Product – Accounts & Adapters
Location: United States
Millions in the U.S. continue to be underserved or ignored by traditional financial institutions. At Stash, an investing app for more than 2 million active subscribers, we are addressing that reality by giving everyday Americans the confidence to take charge of their money and financial future. Our plans starting at just $3 a month provide easy and affordable access to a suite of products including investing, banking, education, and advice. Stashers are 18% more financially literate than the average American, and customers rely on Stash’s unique tools, guardrails, and content to learn about money and build wealth for the long-term.
Let’s solve complex problems and tackle wealth inequality.
Role Overview
Stash is seeking an experienced Lead, Platform Product Management to join our team. In this role, you will be responsible for establishing and driving the overarching product platform strategy for the Accounts & Adapters Platform domain. Specifically, focusing within our Brokerage team but also having exposure and influence over the full suite of Accounts & Adapters we maintain, including our Bank and future products.
You will be responsible for helping set the direction for integration and connections to our core brokerage partners and facilitating all ledgering and reconciliation of customer accounts that support our operational processes, power our customer facing products, and power our user experience. We strive to provide straightforward and transparent mechanisms to make it easy for other internal teams to create simple products and ensure reliability for our customers.
The Accounts and Adapters Platform teams at Stash is at the heart of everything we do for our customers and for the business:
- Maintain full account lifecycle processing including accurate and up-to-date ledgers for all customer accounts in the Banking and Brokerage product lines.
- Support timely processing of all account-related monetary activities such as statement generation and settlement of funds.
- Evaluate partner platforms and determine the integration methodology for mission-critical partners that support the processing of Banking and Brokerage accounts.
- Implement robust controls for posting of transactions,, account updates and reconciliation across internal and partner platforms.
- Define domain boundaries and interactions, enabling dynamic customer experiences and support tools that deliver on our mission to empower everyday Americans.
- Continuously improve and optimize our accounts and adapters systems to enable a fast onboarding of new account types for our customers.
What You’ll Do
Our team works primarily with Engineering, and stakeholders to deliver the tooling these teams need to perform critical functions that have significant customer and business impact. Specifically in this role, you will:
- Define and communicate the vision, strategy, and goals that supports the Stash overall platform vision and the Accounts & Adapters domain to achieve its next level of maturity
- Champion the platform mindset and best practices, contribute to, and influence highly technical decisions working with senior engineering partners
- Inform key decisions that effectively scale our platform from current state into a more mature seamless application suite and capability set
- Manage relationships and inform strategic decisions with key external partners across our brokerage team
- Work directly with the Brokerage scrum team, managing the roadmap, sprint execution, and successful launch of best-in class platform solutions
- Ensure we build and maintain high quality change management, user acceptance testing, and release management processes
- Partner with your customer (teams within Stash) that are building financial products and interactions to help enable great customer experiences
- Identify opportunities to consolidate our capabilities and drive adoption within our products to make sure all of our teams go faster and further
What We’re Looking For
- 5+ years of experience in Product Management at technology companies preferably, and familiarity with FinTech and/or products and concepts
- Experience working closely with brokerage solutions providing clearing & custody (Broadridge, APEX, Drivewealth, etc.)
- Knowledge of Equities trading & clearance. ACATS, settlement, and/or margin experience a plus
- Experience working in Platform Product Management, building solutions that can be leveraged by a variety of clients
- History of leading and executing in fast-paced, high-growth, ambiguous environments with multiple stakeholders and dependent teams to deliver exceptional business impact
- Strong technical background including working on technical API definitions
- Have extensive experience in working with engineering teams and to build best in class solutions
Gold Stars
- You love getting into the details and are excited about the thought of reliability and great API design
- You have partnered closely with engineers to build products, especially APIs, and complex systems at scale
- You get excited about thinking about how to go through transformation and the journey of going from speed to scale
- Results oriented with a strong work ethic and low ego
- Mission-driven and passionate about the problems Stash is solving
- High attention to detail including precise an effective communications, including with external customers/partners
Helping You Invest in Yourself
- Comprehensive total rewards package, comprising compensation (base salary, equity, and depending on level, an annual bonus) and health care benefits
- Complimentary subscription to Stash+ account
- Remote-first work policy Live and work where you feel the most productive, whether that is in your home, in an office (including our NYC and London offices), or a combination of both. Anywhere in the US or UK.
- Equity & Stash Accounts [Invest, Retire, Custodial, Bank]
- Flexible PTO
- Annual education reimbursement benefit Learning & Development Fund
- Work from home equipment stipends
- Paid Parental Leave ([offerings for birth giving and non-birth giving parents) Primary & Secondary]
- Enhanced wellness benefits through Gympass, Headspace, Ginger, and Maven Health
- Stash Gives donation and volunteerism program through Millie, with an annual company match
Salary Range: $159k – $236k