Senior Product Manager Tax Aware Portfolio Optimization

## About the role What You Will work on - Define Product tax-aware portfolio optimization product strategy and roadmap - Build product requirements for tax impact review, tax-aware rebalancing, tax- loss harvesting candidate detection, wash sale risk alerts, and holding period awareness - Define how tax-related insights appear in Portfolio Optimization, Risk Review, and Decision Center workflows - Translate U.S. investment tax concepts into clear product logic, data requirements, and user-facing explanations - Work with engineering and data teams to define requirements for cost basis, tax lots, acquisition date, realized / unrealized gain-loss, transaction history, holding period, and account type data ## Qualifications Required - Mandarin Prefer - 5+ years of product, tax product, brokerage product, investment operations, or financial product experience - Strong understanding of U.S. investment tax concepts such as capital gains / losses, cost basis, tax lots, holding periods, realized / unrealized gains, and wash sale rules - Experience working with taxable brokerage accounts, investment account data, brokerage reporting, portfolio management tools, or wealth management products - Ability to translate tax and investment concepts into product requirements, user workflows, decision logic, and data requirements