Principal Product Manager owning scalable capital platform infrastructure for Upstart’s AI lending marketplace. Shaping lender and investor integrations, workflows, reporting, and enterprise - grade systems.
About the role
- Product Manager leading evaluation and execution of innovative banking solutions for Equitable Bank. Collaborates across teams to enhance customer experience and drive efficiency.
Responsibilities
- Lead in the evaluation and execution of transformation initiatives, including new products and product iterations/extensions.
- Work with credit, underwriting, technology, compliance, legal, marketing, and distribution teams to identify and execute on transformation initiatives.
- Identify and execute opportunities to enhance the client/advisor/broker experience and improve processes related to credit, fulfillment and servicing.
- Drive efficiency and impact the overall customer experience to create loyalty and advocacy for EQB.
- Work closely with technology teams responsible for developing key systems including Genesis, MyEquitable, EQConnect, PPLUS, etc.
- Responsible for leading all initiatives related to discovery including research to requirement definition.
- Work with cross-functional teams to ensure that the priorities for the lending business lines are achieved.
- Achieve key outcomes including portfolio value improvements, sales force effectiveness, broker/advisor/customer experience, growth and loyalty cycle times, cost reduction per loan, and continuous improvement to Growth Businesses products and related digital assets used within the business.
Requirements
- Undergraduate degree in business or related field
- 9+ + years’ Product Management experience in the financial services industry with 2-3+ year of Lending experience preferred
- Demonstrated experience applying product management principles in a real-world environment
- Continuous learning mindset with exposure to modern product, delivery, and discovery practices
- Strong leadership and coaching skills
- Established and meticulous organizational skills
- Sound multi-tasking skills and excellent attention to detail
- Autonomous ability to make decisions under pressure
- Provide ongoing coaching and mentorship to direct reports, supporting skill development, career progression, and high performance.
- Set clear goals and expectations, deliver regular feedback, and conduct performance reviews to drive continuous improvement.
- Foster a culture of learning, accountability, and collaboration within the team.
- Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner
- Excellent time management, analytical and problem solving skills
- Experience with financial products in the decumulation space
- Committed to providing superb customer service
- Demonstrated ability to use MS Office (MS Word and Excel)
- Sound knowledge of mortgage lending
- Completion of a post-secondary degree preferably in a financial field
- Proven ability to thrive and perform well in a constantly changing, high volume and high intensity environment
- Sound knowledge of AML & ATF practices
- Elevated knowledge of fraud risk in the mortgage industry
- Fluency in French considered an asset
Benefits
- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
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