Product Manager - Client Onboarding
Core
Define product strategy and vision for client onboarding and servicing solutions, leading discovery, roadmap management, and end-to-end delivery while ensuring alignment with risk, controls, and regulatory requirements.
Role type
Senior Product Manager (Client Onboarding & Servicing)
Builds
Client onboarding and servicing product features and operational workflows
Domain
Financial Services / Banking
Deliverable
product features
Required skills
Product lifecycle management, data analytics, strategic planning, operational management, change management, structured problem-solving, executive communication, stakeholder management, risk and compliance oversight
Preferred skills
Experience in highly matrixed organizations, automation and AI-enabled capabilities (workflow automation, intelligent document processing), responsible AI governance in financial institutions
Technologies
AI Support, workflow automation, intelligent document processing
Responsibilities
Develop product strategy and vision; lead discovery and market research; own and expand the product backlog; track key success metrics (cost, reliability, risk posture); direct end-to-end delivery from intake to operationalization; lead change management and regulatory alignment; manage timelines, dependencies, and resource coordination
Seniority
Senior, hands-on IC
