The opportunity
- Own the platform strategy and execution of client reporting experiences globally, covering diverse asset classes like crypto, equities and derivatives.
- Re-imagine account statements, transaction history, tax reports and portfolio summaries to provide best in class client experience.
- Collaborate with data, finance, and compliance to anticipate regulatory changes and incorporate them into the reporting frameworks.
- Provide reporting solutions that meet diverse regulatory and geographical requirements, balancing compliance with exceptional user experience.
- Partner with the design team to champion the client UX for the documentation centers across web and mobile applications.
- Lead vendor strategy: assess, integrate and optimize third-party tools for data aggregation, report generation and export functionality.
Skills you should HODL
- 5+ years of product management experience, including building reporting products for clients, such as account statements, tax forms (e.g. 1099-B, 1099-MISC, 1099-K forms), transaction exports and user audit trails.
- Demonstrate a proven track record of owning strategy and delivering high-impact reporting tools in complex, regulated environments.
- Excellent stakeholder management and communications skills, including writing PRDs, strategy docs and product vision narratives.
- Experience leading vendor evaluations, integrations and performance management for data and reporting services.
- A deep passion for the crypto industry, including staying at the forefront of new trends, technologies, and developments. A learning attitude and willingness to innovate are crucial.
- Able to align diverse stakeholders, clearly articulate product decisions, and inspire cross-functional teams.
- Thrives in a fast-paced, ambiguous startup environment and brings a hands-on, can-do attitude to problem solving.
