Sr Financial Product Strategy Manager – HELOC & Mortgage
Core
Own end-to-end performance of HELOC and embedded mortgage offerings, managing key external partnerships and improving the member journey from engagement to funding.
Role type
Senior Financial Product Strategy Manager (Home Lending)
Builds
Embedded home equity and mortgage solutions via digital and partner-led channels
Domain
Consumer Finance / Home Lending / Embedded Finance
Deliverable
product features
Required skills
Strategic program management, partnership management, data-driven performance analysis, regulatory compliance knowledge, cross-functional leadership, business case development, operating model design
Preferred skills
Experience with broker/correspondent lender models, NMLS licensing familiarity, digital banking journey design
Technologies
CRM workflows, operating dashboards, lead routing systems
Responsibilities
Own HELOC and mortgage performance metrics (traffic, conversion, funding), manage partner SLAs and roadmaps, design embedded experience experiments, build operating dashboards for leadership, define compliant distribution models, develop business cases for expansion
Seniority
Senior, hands-on IC with strategic ownership