Head of Product Management

Finalis is building the largest investment banking platform in the world. 

🚀 What does Finalis do?

Finalis is the leading investment banking platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers an end-to-end deal-making solution that supports a wide range of private market dealmaking. Deal types include M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.

Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.

Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Join us in disrupting the securities industry, for good. 

🌍 How does Finalis work?

1. We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .

2. This position is open to remote candidates with a preference for those between the GMT-5 (Eastern EST) and GMT-8 (Pacific PST) time zones.

3. Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible. 

🤝 What about your team?

As the Head of Product at Finalis, you will report to the CTO and work closely with other Finalis stakeholders, taking ownership of theproduct management processes. You will be hands-on, identifying and managing product strategies, market needs, product requirements and roadmap priorities. You will understand the commercial and user impact of product decisions and be a key player in the development of Finalis’ product and the growth of Finalis’ business. You will work with multiple internal and external stakeholders at Finalis to explore problem spaces and help define concrete projects for the product engineering team to tackle to unlock Finalis’ growth as a business. 

We value cross-functional teams and encourage collaboration across organizational boundaries. You should feel comfortable communicating business imperatives and product development processes to a non-technical audience and with the leadership team. You notice when there are foundational challenges with the product, and you actively invest in these projects for the benefit of the team and company long term.

✨ What will you be doing?

1. Managing a diverse, cross-cultural team of product managers and product developers.

2. Translating the competitive market and customer needs into a well defined product roadmap.

3. Defining, assessing, updating and communicating a clear and compelling product strategy that advances Finalis’ strategic vision and objectives.

4. Manage Finalis’ product roadmap and product development process and effectively align the entire company around the product strategy.

5. Understand internal and external user needs, including needs from customers, sales, and internal teams, identify product requirements and translate needs and requirements into product solutions that deliver value to users.

6. Conduct competitor analysis, product and market research and user analysis, identify market opportunities and refine a coherent vision and strategy within the product suite.

7. Identify ways to improve processes to increase value to Finalis’ internal and external users.

8. Understand the costs and commercial impact of competing product priorities.

9. Work with stakeholders to translate the product roadmap into a development schedule, optimizing Finalis’ ways of product development.

10. Manage the scopeand designs for features, products, and use-cases in coordination with other departments.

11. Engage closely with the Engineering team to determine the right technical path and timing to take to achieve our long term product roadmap, make the right effort/return product trade-offs, and manage the execution of projects to a reasonable implementation schedule.

12. Identify and implement metrics to assess the product’s performance throughout the product life cycle, advance data-driven decisions, and assess areas for improvement.

13. Manage internal stakeholders to optimize the impact of product launches on business needs.

14. Understand trends in the fintech and IB-fintech verticals that impact our product.

The Head of Product reports to the CTO of Finalis.

💬 Who are we looking for 

1. You have exceptional written and spoken English.

2. You have between 5-8 years of relevant work experience within Product Management in Software Products in a technology business (e.g., a Head of Product or Senior Product Manager), ideally in B2B enterprise SaaS.

3. You know how to prioritize a product roadmap that balances the market demands with the development capacities.

4. You are comfortable with a “design-first” approach to product management.

5. You possess a solid understanding of both the technical and commercial impact of product development requirements and are able to incorporate these into product development decisions.

6. You have deep knowledge of how an high-output software development organization should function and clear expectations of different players and partners within an engineering organization.

7. You are experienced in coordinating product development and roadmapping with engineering teams to define requirements, prioritize development and work through conflicting priorities.

8. You have experience gathering requirements from internal and external users, go-to-market teams, and the market and are able to translate these into insights and requirements.

9. You have a ‘Systems Thinking’ - having the ability to see how various products and features should fit together to serve the operations team, with the analytical skills to justify the approach being taken. Demonstrated ability to identify foundational issues with product strategy and then actively invest in these projects for the benefit of the team and company long term.

10. You have an ‘Execution’ and ‘Hands-on’ profile - You are a self-starter, independently motivated. Bias towards action and experimentation. With capacity to juggle multiple simultaneous projects while maintaining incredible attention to detail.

11. You have excellent communication and collaboration skills - Demonstrated ability to work closely with and effectively manage stakeholders within design, operations, engineering, user research, and other business functions. Ability to create and communicate intuitive frameworks for thinking about products.

12. You have strong presentation and English communication skills (oral and written) for technical and non-technical colleagues up to and including the executive-level.

13. You have Google Workspace experience.

14. You can handle confidential information.

15. You have the ability to work swiftly with a sense of urgency. 

16. You are a problem solver, with a flexible, can-do attitude, happy to put your hand to anything.

17. You have the ability to follow up; know what's going on at all times and respond quickly.

18. You are flexible, patient, persistent and have a team spirit attitude.

19. Mentor and coach product managers to hone their requirement gathering and user story writing skills.

20. Conduct user research through interviews, surveys, and usability testing to gain deep insights into user needs and pain points.

21. Collaborate with designers and engineers to translate user requirements into technical specifications.

22. Advocate for the user voice throughout the product development lifecycle.

23. Strong analytical and problem-solving skills.

24. Experience with requirement management tools (e.g., Jira).

25. Experience working in a startup environment.

26. Establish and maintain a rigorous requirement management process that ensures accuracy, traceability, and alignment with the overall product vision.

Bonus Track! 

• Previous investment banking or finance experience: Experience with financial services.

• Long-term product strategy: Experience creating strategic product roadmaps that span years.

• Relevant domain spaces: Prior experience with fintech, marketplaces, insurance, workflow optimization, and other products at the intersection of user experience & operations management.

• Background in Computer Science, Math and Statistics, Operations Research or a related technical discipline.

• Experience leading product managers and/or other adjacent functions (e.g. designers, analysts).

🌟 What do we offer?

1. 100% Remote work (Work from wherever you want!)

2. Competitive USD$ salary 

3. Stock Options Plan

4. High-Speed Internet expenses allowance

5. Generous Paid time-off (Vacation Time!)

6. Additional 17 Flex Days (to use in national holidays or personal matters)

7. Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀

8. People Team Partner (to target your roadblocks and customize an action plan for your career path)

9. Buddy Program

• Virtual After-Office Activities 

• Diverse Culture & Inclusive environment

• Benefits Package

• Paid Family Leave

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ core values:

• Embodying the trust we deliver

• Exercising extreme proactivity

• Redefining, uniting and evolving

• Showing passionate engagement

• Practicing Stewardship

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.