Building advanced trading products for active traders

• Defined product strategy and roadmap to build and scale financial wellness product, contributing over $XXXM AUM in 2 years.• Launched wellness assessment product to access users' financial health score and provide them personalized insights and next best action based on rules-based recommendation engine.• Led an agile cross-functional team including engineering, design, user research, and data to ship customer-centric features based on user discovery and feedback.• Optimized end-to-end onboarding and resolved identity management issues, contributing $XXXM AUM in a year. • Partnered with business, sales, marketing, legal, and support to create GTM strategy, acquiring new strategic clients.• Worked with engineers and infra teams to migrate financial wellness services and data on cloud.• Facilitated effective weekly communication with business head, CPO, CMO, and sales, legal, risk stakeholders.• Leveraged data-driven insights, customer-focused strategies, and A/B tests, spiking user engagement by XX%.

• Defined product strategy and roadmap to transform and streamline money movement platform.• Spearheaded cross-functional team of engineers and designers and launched MVP, resulting in XX% improvement in user productivity.• Led design strategy for E2E customer journey mapping, rapid prototyping, usability testing, and customer feedback by partnering with the design and user research team.• Conducted focused interviews with customers to understand user journeys and pain points to inform the product roadmap.

• Partnered with UX and research teams to experiment, A/B test and revamp the user interface of the portfolio dashboard application, resulting in the increase of customer satisfaction by xx%.• Analyzed customer insights, feedback, and user metrics to make data-driven decisions to prioritize features, resulting in a xx% increase in user retention.• Managed API migration initiative from legacy monolithic infrastructure to REST APIs, resulting in a xx% improvement in website performance and a xx% reduction in customer support inquiries.• Conducted extensive market research and analyzed industry trends, leading to the successful launch of a new product line, self-directed advisory product, resulting in over $BB AUM in 2 years.• Integrated 3rd party product (Invest Cloud) with new onboarding platform to offer self-directed advisory accounts through APIs.• Implemented client identity and KYC/Compliance checks and controls via external and internal API integrations.• Partnered with engineering, operations, data, legal to simplify E2E account opening and onboarding process, reducing account creation time.• Implemented margin trading to display margin buying power, house calls, exchange calls, etc. for the end-user and created a margin dashboard for the margin ops team

• Led massive data consolidation initiative working with data science to create rules and automation across 1M+ client records to improve data consistency across many data sources that led to $MM business initiatives.• Defined functional specifications for CRM module of a large transformation program by coordinating with engineering, operations and cross-functional teams; secured approvals from senior legal and compliance.