Offer Management Director, Cash Management
Core
Business owner for the default cash position within the firm's direct-to-consumer brokerage offering, accountable for the full life cycle from design to revenue optimization.
Role type
Director, Product Strategy & Business Ownership
Builds
Default cash management offering (FDIC-insured sweeps, liquidity, money movement) for direct-to-consumer brokerage accounts
Domain
Financial Services / Asset Management / Cash Management
Deliverable
product features
Required skills
Offer strategy, P&L management, pricing strategy, partner/vendor management, regulatory compliance, executive reporting, financial forecasting
Preferred skills
Brokerage cash sweep management, digital-first retail bank experience, clearing relationships, product launch scaling
Technologies
None stated
Responsibilities
Own end-to-end strategy and business performance of the default cash position; Develop vision, value proposition, and launch roadmap; Manage P&L and pricing strategies; Oversee external partners (clearing firms, banks); Ensure regulatory compliance; Report performance to executive leadership
Seniority
Director, strategic business ownership
