Sr Financial Product Strategy Manager – HELOC & Mortgage
Core
Own end-to-end performance of HELOC and embedded mortgage offerings, manage key external partnerships, and improve the member journey from engagement through funding.
Role type
Senior Financial Product Strategy Manager (Home Lending)
Builds
Embedded home equity and mortgage solutions via digital and partner-led channels
Domain
Financial Services / Home Lending / Embedded Finance
Deliverable
product features
Required skills
Home lending strategy, partnership management, member journey optimization, regulatory compliance, data-driven business planning, cross-functional leadership
Preferred skills
Embedded finance experience, NMLS license familiarity, broker/lender background, digital banking journey design
Technologies
CRM workflows, operating dashboards, lead routing systems
Responsibilities
Own HELOC and mortgage performance metrics (conversion, funding, unit economics); Manage SLAs and roadmaps with external mortgage partners; Design experiments for offer placement and messaging; Build operating models for compliant distribution; Translate member feedback into product improvements.
Seniority
Senior, hands-on IC with strategic ownership