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
Senior IC business owner / product strategy director
Builds
Default cash management offering (sweep capabilities, liquidity, money movement) for direct-to-consumer brokerage accounts
Domain
Asset Management / Consumer Financial Services / Cash Management
Deliverable
product features
Required skills
Offer strategy & business ownership, P&L management, pricing strategy, partner/vendor management, regulatory compliance, financial forecasting, client retention strategy
Preferred skills
Cash sweep program management, digital-first retail bank experience, brokerage operations knowledge, new product launch experience
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 and vendor relationships; Ensure regulatory compliance and risk controls; Report performance to executive leadership
Seniority
Director, strategic ownership & execution
