About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services & Accounting.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

You will join the Digital Onboarding team to shape the digital, online, and mobile customer experience for account opening and onboarding across a broad product set (self-directed brokerage, retirement, banking, stock plan, syndicate, and more). This role focuses on defining clear product requirements, collaborating with UX and engineering, and delivering measurable improvements to customer experience.

• Drive product requirements and user stories for digital onboarding flows (web and mobile)
• Partner with UI/UX designers to translate user research and wireframes into implementable features
• Work closely with engineering teams in an Agile/Scrum environment—participate in sprint planning, standups, and demos
• Define success metrics, track performance, and iterate on features using data and user feedback
• Coordinate cross-functional stakeholders (risk, compliance, ops, analytics) to unblock delivery
• Prioritize backlog items and manage trade-offs between scope, schedule, and quality
• Support continuous discovery: conduct stakeholder interviews, analyze usage data, and synthesize findings into actionable roadmaps

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What You’ll Need

• Bachelor’s degree (required)
• 3–5 years’ experience as a software or digital product manager, business analyst, or equivalent role
• Experience working within an Agile/Scrum development process
• Strong analytical skills — ability to gather, analyze, and synthesize complex information into clear product requirements
• Self-starter mindset with demonstrated ability to identify problems and deliver solutions
• Experience collaborating effectively with UI/UX designers and developers to deliver client-friendly products
• Excellent written and verbal communication skills; comfortable presenting to technical and non-technical stakeholders

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Nice to Have

• Previous experience in financial services or account-opening/onboarding products
• Familiarity with web and mobile analytics (e.g., Google Analytics, Mixpanel) and A/B testing
• Knowledge of compliance and risk considerations for financial onboarding flows
• Experience working with product roadmap tooling (Jira, Confluence, Aha!, etc.)

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Compensation & Employment Type

• Employment type: CONTRACTOR (W2)
• Base pay range (hourly): $30.00 – $37.00 per hour
• Pay Rate noted in source: $37.00/hr on W2
• Location: New York, NY — this role will be performed in accordance with local and state employment laws

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.