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SVP, Head of Product Management (San Diego)
SVP, Head of Product Management (San Diego)Ledgent Technology • San Diego, CA, United States
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SVP, Head of Product Management (San Diego)

SVP, Head of Product Management (San Diego)

Ledgent Technology • San Diego, CA, United States
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Key Details :

  • Direct Hire / Perm
  • 100% Onsite in San Diego, CA (candidate must be local or willing to relocate)
  • Salary : $250-350k base + bonus

Summary :

The SVP, Head of Product Management is a senior executive responsible for defining and executing the company's digital vision, product strategy, and customer experience across its consumer financial services platform and securities professional workstation for RIAs and Broker-Dealers. This role oversees all consumer and securities digital initiatives, including stock trading, lending, deposit products, robo-advising, and professional workstation products. The Head of Product drives innovation, harnesses technology and data, and leads cross-functional teams to deliver world-class digital products that serve both retail investors and financial professionals.

Responsibilities :

Digital Strategy & Leadership

  • Define and lead the enterprise-wide digital product strategy for both consumer and securities platform, ensuring all initiatives are customer-centric and deliver measurable value.
  • Anticipate competitive and market trends in fintech, wealth management, deposit products, robo-advising, and securities trading.
  • Champion a customer-first, digital-first, product-driven culture.
  • Ensure that customer insights, feedback, and behavioral data inform strategic decisions and product roadmaps.

    • Product Strategy & Roadmap

  • Own the product vision and roadmap for our consumer trading, lending, deposit products, robo-advising offerings, and RIA / broker-dealer professional workstation.
  • Align product development with customer, advisor, and institutional needs.
  • Prioritize features based on insights, analytics, competitive analysis, and market demand.

    • Customer & Advisor Experience

  • Deliver secure, intuitive, and differentiated digital experiences across consumer, advisor, and broker-dealer platforms.
  • Integrate advanced tools for RIAs and broker-dealers, including portfolio management, trading execution, compliance monitoring, and client reporting.
  • Enhance consumer financial literacy, transparency, and trust through retail-facing product features.
  • Ensure a customer-centric approach across all products, placing user needs, feedback, and experience at the core of design and decision-making.

    • Digital Personalization & Marketing Collaboration

  • Drive personalized digital experiences across consumer and professional platforms using data insights, behavioral analytics, and AI-driven recommendations.
  • Work closely with digital marketing teams to align product features with acquisition, engagement, and retention strategies.
  • Collaborate on targeted campaigns, customer segmentation and data, and personalization initiatives to increase adoption and satisfaction.
  • Use analytics to continuously refine personalization strategies, ensuring relevance and value for both retail users and financial professionals.
  • Ensure product and marketing efforts are fully integrated, delivering a cohesive and seamless customer journey.

    • Go-to-Market Strategy & Cross-Functional Collaboration

  • Collaborate closely with marketing, sales, and business unit leaders at to define go-to-market (GTM) strategies for all digital products, including trading, lending, deposit, robo-advising, and advisor workstation platforms.
  • Align product launches, feature rollouts, and enhancements with marketing campaigns, sales enablement, and customer engagement initiatives.
  • Ensure that GTM plans integrate customer insights, regulatory requirements, and business objectives.
  • Monitor and measure the success of product launches and marketing initiatives, adjusting strategies based on performance metrics and feedback.
  • Foster ongoing communication and alignment between product, marketing, and business teams to maximize adoption, revenue, and customer satisfaction.

    • Performance Metrics & Analytics

  • Define, implement, and continuously monitor key performance indicators (KPIs) for both consumer and professional platforms, including adoption, engagement, retention, trading activity, lending and deposit performance, robo-advising outcomes, and advisor productivity.
  • Establish data-driven dashboards and reporting tools to provide actionable insights for executive leadership and product teams.
  • Use analytics to guide product decisions, prioritize feature development, and optimize user experience.
  • Set measurable goals for digital product initiatives and track progress against them to ensure alignment with business objectives.
  • Foster a culture of data-driven decision-making across product, engineering, and marketing teams.

    • Growth & Market Differentiation

  • Drive adoption, engagement, and retention across both retail and institutional channels.
  • Develop strategic partnerships where appropriate with fintechs, custodians, and other technology providers.
  • Position ourselves competitively against fintechs, trading platforms, robo-advisors, deposit platforms, and advisor workstation providers.

    • Leadership & Organizational Development

  • Directly manage user experience designers
  • Build and lead high-performing product teams serving both B2C and B2B consumer market and securities professionals.
  • Mentor teams to embrace experimentation, rapid iteration, and innovation.
  • Report platform strategy, progress, risks, and growth opportunities to the board and executive leadership.
  • Work collaboratively with software development and project management to refine delivery model from a project to a product centric focus

    • Qualifications :

  • Bachelor's degree in Business, Engineering, or a related field. MBA preferred.
  • 10+ years of experience in product management, with at least 5 years in a leadership role.
  • Strong leadership, strategic thinking, and communication skills. Ability to work cross-functionally and manage multiple stakeholders.
  • Understanding of product development processes and methodologies.
  • Market Insight : Deep understanding of market trends and customer needs.

    • Personal Attributes :

  • Innovative : Ability to think creatively and drive innovation.
  • Analytical : Strong analytical skills and data-driven decision-making.
  • Collaborative : Excellent team player with strong interpersonal skills.

    • All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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