DriveWealth · 2 hours ago
Senior Product Owner, Cash and Liquidity
DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence. As a Senior Product Owner, you will lead initiatives related to money movement and tax, ensuring product improvement and expansion while collaborating with various teams to meet funding and tax needs for partners worldwide.
Artificial Intelligence (AI)Cloud InfrastructureCryptocurrencyDeveloper APIsFinancial ServicesFinTechPersonal FinanceSoftwareTrading PlatformWealth Management
Responsibilities
Take full ownership and accountability for the retirement account and tax product portfolio
Develop and implement seamless products and controls for money movement with an initial focus on retirement accounts and tax
Collaborate with the treasury, finance and operations teams to ensure that our solutions meet the funding and tax needs for partners worldwide
Drive the end-to-end definition, delivery and go-to-market deliverables for the initiatives including regulatory and risk compliance
Streamline and automate processes to improve time to market for regulatory and business change initiatives
Apply your prior platform and process design expertise to adopt requirements across functions (trading, middle office, operations, data)
Manage third-party relationships in support of our product capabilities and partner needs
Navigate big data across the platform and with our partners and deliver capabilities that focus on data normalization, accessibility, and record-keeping requirements
Identify, track, and analyze key performance metrics that illustrate the performance and effectiveness of your products
Partner with our project managers, engineering team, and other product owners to deliver best-in-class solutions
Qualification
Required
Product leadership skills with knowledge of money movement and tax obligations of a registered US Broker Dealer
Experience to develop and implement automated processes and supervisory controls to eliminate manual intervention and meet our partner commitments in timely delivery for funding and settlements
An ability to roll up your sleeves, lead from the front and act as a ‘player/coach' to drive change across the organization and influence key stakeholders
A comfort to navigate customer and trade lifecycle systems and workflows
An ability to oversee and communicate across a cross-functional team in a matrixed environment
A sense to filter through ambiguity and complexity and keep the core team focused on defined priorities and workstreams
A track record of successful engagement with external counterparts in the brokerage industry, including partners (broker-dealer, retail or institutional), regulators, exchanges, clearing firms
An embodiment of DriveWealth's Operating Principles includes accountability, teamwork, transparency, urgency, and integrity
FINRA Securities Industry Essentials (SIE) completion or a commitment to acquire within the first year of employment at DriveWealth (with support from your Manager)
Must be in the NY office several days per week
Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor an employment Visa at this time
Benefits
Competitive medical, dental, and vision insurance options
Mental health resources
Generous paid time off with observed holidays (varies per country)
Paid parental leave for biological and adoptive parents
Up to $2,500 or local equivalent each year to invest in continued education and personal development
Up to $900 each year or local equivalent for fitness and wellness reimbursement
Company-provided phone (varies by country)
For HQ in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District
Pre-tax commuter benefits (US only)
Employer 401K match (US only)
Company
DriveWealth
DriveWealth is a visionary technology company that empowers more than 100 partners around the world.
Funding
Current Stage
Late StageTotal Funding
$550.8MKey Investors
Point72 VenturesRoute 66 Ventures
2021-08-20Series D· $450M
2020-10-27Series C· $56.7M
2017-11-03Series B· $21.1M
Recent News
2026-01-14
2025-11-04
2025-10-31
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