Technical Product Manager (Trading and Reconciliation)
Technical Product Manager (Trading and Reconciliation)
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Job Description
OneVest is a fast-growing technology company on a mission to Power the Worlds Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity collaboration and the pursuit of excellence. Weve been listed as one of Forbess best start-up employers and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures Allianz Life Ventures TIAA Ventures OMERS Ventures Fin Capital Deloitte Ventures and more. If youre passionate about finance technology and making a real impact this is the perfect opportunity to be part of something big.
We are seeking a Technical Product Manager with hands-on experience in trading workflows and reconciliation. You will own the strategy development and execution of OneVests trading infrastructure ensuring seamless order execution settlement and transaction reconciliation across multiple custodians. Your work will drive automation accuracy and compliance in a high-scale financial platform.
If youve built an equity engine designed trading workflows or led financial reconciliation products we want to hear from you.
What Youll Be Doing:
Trading & Reconciliation Strategy
- Own the end-to-end trading and reconciliation product lifecycledefining the vision strategy and execution roadmap.
- Design and optimize order execution settlement and transaction reconciliation across custodians.
- Improve data integrity and automation reducing manual intervention in reconciliation and exception handling.
Trading Engine & Execution
- Drive the development of scalable trading infrastructure ensuring efficient and accurate trade execution.
- Work closely with engineering and custodians to build integrations for order routing trade confirmation and settlement processing.
- Optimize the platform for multi-asset class trading ensuring smooth workflows for equities ETFs fixed income and other securities.
Financial Data & Custodian Integrations
- Work with custodian APIs financial data pipelines and market data providers to ensure real-time high-fidelity transaction data.
- Automate position reconciliation corporate actions processing and account-level trade matching.
- Build scalable data pipelines that enhance transparency and accuracy in reporting.
Compliance & Regulatory Alignment
- Ensure trading workflows adhere to regulatory standards and industry best practices in order management and reconciliation.
- Stay ahead of compliance and risk requirements in wealth management working with operations and compliance teams to implement robust solutions.
User Experience & Automation
- Improve trading dashboard experiences for advisors and internal operations teams.
- Lead the design of exception handling and alerting systems ensuring fast issue resolution and operational efficiency.
- Use data-driven insights to drive optimizations in trading reconciliation and settlement processes.
Must Haves:
- Bachelors degree in business engineering or a related field.
- 5 years of experience in product management within financial technology wealth management or trading platforms.
- Strong knowledge of equity trading reconciliation workflows and order execution processes.
- Experience working with trading engines order management systems (OMS) and financial data reconciliation.
- Familiarity with custodian integrations settlement processes and regulatory requirements.
- Proven track record of building scalable automation-driven financial technology products.
- Ability to work cross-functionally with engineering compliance and operations teams to deliver high-quality solutions.
- Exceptional problem-solving skills with a data-driven and automation-first mindset.
- Exceptional communication and leadership skills with a demonstrated ability to collaborate across teams.
- Experience managing product development in an agile fast-paced startup environment.
What Its Like To Work With Us:
- Culture: Its fun rewarding fast-paced - and we build cool stuff too!
- Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- Flexibility: A flexible & hybrid working environment
- Health & Wellness: Comprehensive Group Health Dental and Vision Benefit Plan right from the start
- Equity: Employee Stock Option Purchase Plan
Sound like a good fit Apply today!
Dont meet every single requirement We encourage you to apply anyways. If youre excited about this role but your past experience doesnt align perfectly with every qualification in the job description we would still like to review your resume. You may be just the right candidate for this or other roles.
OneVest is dedicated to fostering a diverse equitable and inclusive workplace. We encourage applications from individuals of all backgrounds including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process please reach out to and well be happy to support you.
Required Experience:
IC
Employment Type
Full Time
