Senior Product Manager, Client Services, CartaX

The Team You’ll Work With

You will be a Product Manager on a world class Product team that drives business impact and helps us realize our mission of democratizing equity and ownership so we can help close the wealth inequality gap. You will work with one of the most exciting startup businesses in the world: CartaX. The CartaX team is responsible for building a brokerage platform and private stock market from the ground up that allows employees and early investors to trade their shares of pre-IPO companies. CartaX is the world’s first vertically integrated financial marketplace for private assets and we’ve just started. The CartaX team is composed of experts in building and operating marketplaces and brokerages, as well as a diverse set of team members with backgrounds in capital markets and SaaS platforms.

The Problems You’ll Solve

As a broker dealer, Carta Capital Markets engages with a variety of clients ranging from companies and employees to investors and law firms. While this breadth of clients typically experience a highly efficient and developed process navigating the public markets, the private markets are inherently less defined and efficient. They can often be difficult for various market participants to understand, access, or transact with ease. 

As a product manager, you will be responsible for shaping the broker dealer’s client experience for this diverse range of stakeholders. Responsibilities include, but are not limited to, shaping the overall client experience on the CartaX platform, partnering across the organization to define and implement that experience, and building value add services for clients aligned with the overall product roadmap.

As other attributes to the role, you will:

• Simplify our clients’ engagement with the CartaX platform throughout their lifecycle from onboarding to transaction execution and settlement
• Scale our client services offering across various stakeholder categories and transaction types
• Partner across the Product Management team to align vision and ensure the roadmap optimizes for an exceptional and constantly improving client experience
• Liaise with our Legal and Compliance teams to effectively balance regulatory requirements and client expectations
• Collaborate with engineering and design to establish and review product requirements 
• Collect and measure feedback from customers to inform product development
• Monitor and participate in testing of our product

The Impact You’ll Have

Providing an expansive yet simple client experience for an array of customers that vary across numerous dimensions from understanding to access is a large responsibility. Providing them a seamless client experience will give CartaX a unique advantage.

In addition, having a solid yet evolving framework for client services and scaling solutions to address customer feedback will be crucial to ensure CartaX achieves its goal of unlocking liquidity in the private markets as a sophisticated broker dealer.

About You

We are looking for a product manager who is skilled at visualizing the client experience for private markets’ variety of participants. We need someone who can drive discovery, ideation, prioritization, problem solving, and product delivery. 

If you are passionate about building intuitive solutions to complex problems that drive direct value to users, we would love to talk with you. 

In addition, we’re prioritizing:

• 6+ years experience in a product management role with a focus on client experience and client service
• A curious mindset with the ability to think through problems from the ground up and drive execution  
• Exceptional interpersonal, communication, organizational, and relationship management skills
• Demonstrate passion for developing client centric products and processes including onboarding, portfolio management, transaction diligence, document management, and configurations
• Experience collaborating across organizations defining, evolving, and implementing client service solutions. solving problems and optimizing the client experience
• An entrepreneurial mindset with the ability to succeed in a fast paced environment
• Experience with private markets is a plus
• Most importantly you're excited to work on a product that will fundamentally change the way private companies view liquidity, going public and how employees exercise their options.