Role Description
At Agent IQ we believe that the future of banking isnt just digitalits personal. We are building the worlds leading AI-powered relationship banking platform helping banks and credit unions transform cold digital interactions into lasting human connections. Our solution is Built for Growth Scaled by AI and Driven by Relationships.
As our Director of Product & Market Strategy you will be the primary voice defining our market-winning narrative. You will sit at the intersection of product innovation and market demand using deep research to steer our trajectory. Your mission is to articulate how our unique blend of Intelligent Engagement Institutional Intelligence and Agentic AI Automation provides the essential infrastructure for financial institutions to thrive in a digital-centric world.
Responsibilities
Market Synthesis & Research: Conduct rigorous primary and secondary research to stay ahead of the Relationship Banking curve. Identify how macro-trends in Agentic AI and digital transformation impact our Tier-1 Tier-2 and Tier-3 bank and credit union clients.
Strategic Positioning & Messaging: Own the Relationship-First narrative. You will define the frameworks that differentiate Agent IQ from generic chatbots focusing on our ability to augmentnot replacethe personal banker.
Competitive Intelligence (CI): Build and maintain the definitive playbook on the Fintech landscape. You will identify competitor gaps in Institutional Intelligence and ensure our sales team is equipped to win high-stakes enterprise deals.
GTM Orchestration: Lead the strategic launch of new features. You will define the market-back requirements for MVPs and translate technical capabilities into outcome-oriented value propositions for C-suite buyers (CDOs CMOs and Heads of Retail).
Voice of the Customer (VoC): Systematize feedback from the field. You will lead strategic discovery sessions with key financial stakeholders to validate our roadmap and uncover new growth levers.
Economic Value Modeling: Create the ROI frameworks that prove how AI-powered engagement drives measurable growth retention and capital efficiency for our customers.
Requirements
Fintech Expertise: 812 years in Product Strategy Market Research or Product Marketing specifically within the Banking Tech or Credit Union sectors.
The Agentic AI Pragmatic Visionary: A deep understanding of AIs evolution from simple automation to intelligent augmentation. You can articulate the value of AI in a way that builds trust in highly regulated environments today.
Strategic Communication: A master storyteller who can take complex infrastructurelike secure authenticated communicationand turn it into a compelling human-centered narrative.
Research Mastery: Expert-level skills in qualitative and quantitative research. You are comfortable navigating the nuances of financial regulations (SOC 2 KYC AML) and using them as a competitive moat.
Analytical Rigor: Proven ability to build holistic business cases and ROI models for high-growth venture-backed SaaS companies.
Industry Fluency: Familiarity with the unique challenges of the U.S. banking and credit union landscape is highly preferred.
Education: Bachelors degree in Finance Marketing or a related field; MBA or CFA is a significant plus.
Why Agent IQ
Scale with Purpose: Help financial institutions transition from transactional to relational using state-of-the-art AI.
High-Visibility Impact: Work directly with leadership in a well-funded SaaS company that is defining the Relationship Banking category.
Innovation-First: Be at the forefront of the Agentic AI revolution in one of the most stable and significant sectors of the global economy.
Required Experience:
Director
Role DescriptionAt Agent IQ we believe that the future of banking isnt just digitalits personal. We are building the worlds leading AI-powered relationship banking platform helping banks and credit unions transform cold digital interactions into lasting human connections. Our solution is Built for G...
Role Description
At Agent IQ we believe that the future of banking isnt just digitalits personal. We are building the worlds leading AI-powered relationship banking platform helping banks and credit unions transform cold digital interactions into lasting human connections. Our solution is Built for Growth Scaled by AI and Driven by Relationships.
As our Director of Product & Market Strategy you will be the primary voice defining our market-winning narrative. You will sit at the intersection of product innovation and market demand using deep research to steer our trajectory. Your mission is to articulate how our unique blend of Intelligent Engagement Institutional Intelligence and Agentic AI Automation provides the essential infrastructure for financial institutions to thrive in a digital-centric world.
Responsibilities
Market Synthesis & Research: Conduct rigorous primary and secondary research to stay ahead of the Relationship Banking curve. Identify how macro-trends in Agentic AI and digital transformation impact our Tier-1 Tier-2 and Tier-3 bank and credit union clients.
Strategic Positioning & Messaging: Own the Relationship-First narrative. You will define the frameworks that differentiate Agent IQ from generic chatbots focusing on our ability to augmentnot replacethe personal banker.
Competitive Intelligence (CI): Build and maintain the definitive playbook on the Fintech landscape. You will identify competitor gaps in Institutional Intelligence and ensure our sales team is equipped to win high-stakes enterprise deals.
GTM Orchestration: Lead the strategic launch of new features. You will define the market-back requirements for MVPs and translate technical capabilities into outcome-oriented value propositions for C-suite buyers (CDOs CMOs and Heads of Retail).
Voice of the Customer (VoC): Systematize feedback from the field. You will lead strategic discovery sessions with key financial stakeholders to validate our roadmap and uncover new growth levers.
Economic Value Modeling: Create the ROI frameworks that prove how AI-powered engagement drives measurable growth retention and capital efficiency for our customers.
Requirements
Fintech Expertise: 812 years in Product Strategy Market Research or Product Marketing specifically within the Banking Tech or Credit Union sectors.
The Agentic AI Pragmatic Visionary: A deep understanding of AIs evolution from simple automation to intelligent augmentation. You can articulate the value of AI in a way that builds trust in highly regulated environments today.
Strategic Communication: A master storyteller who can take complex infrastructurelike secure authenticated communicationand turn it into a compelling human-centered narrative.
Research Mastery: Expert-level skills in qualitative and quantitative research. You are comfortable navigating the nuances of financial regulations (SOC 2 KYC AML) and using them as a competitive moat.
Analytical Rigor: Proven ability to build holistic business cases and ROI models for high-growth venture-backed SaaS companies.
Industry Fluency: Familiarity with the unique challenges of the U.S. banking and credit union landscape is highly preferred.
Education: Bachelors degree in Finance Marketing or a related field; MBA or CFA is a significant plus.
Why Agent IQ
Scale with Purpose: Help financial institutions transition from transactional to relational using state-of-the-art AI.
High-Visibility Impact: Work directly with leadership in a well-funded SaaS company that is defining the Relationship Banking category.
Innovation-First: Be at the forefront of the Agentic AI revolution in one of the most stable and significant sectors of the global economy.
Required Experience:
Director
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