Michael Laks Email & Phone Number

San Francisco, CA, US

San Francisco, California, US

• As Head of Product at this early-stage SaaS fintech startup, I led a cross-functional team in the design, development and delivery of an innovative portfolio management product for financial advisors. Working closely.
• Built and shipped 40+ core features for MVP, propelling the product out of beta.
• Implemented Agile processes to meet the needs of our fast-paced environment.
• Designed and launched a flexible and scalable core experience engine to provide advisors with the customizability of bespoke software, while ensuring our team could onboard a new client within 48 hours.
• Ideated AI-driven solutions for the product and built a prototype leveraging the GPT-4 API to write personalized quarterly statement summaries for advisors.
• Improved page load times by 90% by collaborating with developers to tackle performance bottlenecks.

Westlake, Texas, US

• I managed and led an accomplished team of four Senior Product Managers, building reusable and scalable platform components to support Schwab Intelligent Portfolios robo-advisor applications with $60B in assets under.
• Implemented a traceability project, ensuring >99.99% accuracy and reliability in our audit trail system.
• Managed the transition to microservices and the introduction of asynchronous architecture.
• Developed a Platform roadmap aligned with KPIs that shaped product priorities and investment decisions.
• Led the post-acquisition analysis of TD Ameritrade’s robo-advisor by the Schwab Digital Advice team, presenting strategic recommendations to senior executives.Internal title: Sr. Team Manager

Westlake, Texas, US

• I led teams responsible for multiple key projects across Schwab Intelligent Portfolios robo-advisor products, building solutions for our client-facing, advisor-facing, and internal applications. I was selected to lead.
• Led our team of 8 PMs, 2 designers, and 60+ developers to deliver the company's #1 digital priority.
• Collaborated with cross-functional teams, including Product, Engineering, UX/UI, Marketing, Legal, and Executive Stakeholders, building consensus that enabled a successful launch of the product.
• Increased conversion rate 5X via post-launch data analysis and A/B testing to prioritize enhancements.
• Developed a scalable portfolio management tool, enhancing flexibility for B2B clients and enabling the rapid launch of diverse model portfolios for B2C offers via internal tools.

Westlake, Texas, US

• As the Product Manager for Institutional Intelligent Portfolios, I led the development of Schwab's B2B robo-advisor product developed for financial advisors. Functioning as the Product Owner in an Agile development.
• Achieved 10X growth in assets under management by designing, developing, and launching six key features for the B2B robo-advisor product.
• Fostered client relationships, actively gathering product feedback and conducting usability studies to ensure product alignment with user needs.

Auburn, California, US

• As the Product Marketing Manager at Nitrogen, a dynamic fintech SaaS startup, I devised and executed strategic marketing plans that effectively promoted our product suite. My role involved a significant amount of.
• Drove 3X growth in ARR by developing lead generation and nurturing efforts across a diverse marketing mix, including digital advertising, SEO, and targeted email campaigns.
• Collaborated with CEO and Product team to produce go-to-market strategies for new product launches.
• Presented at industry conferences, broadening our reach and brand recognition in the fintech space.Nitrogen (formerly Riskalyze) is a growth platform for financial advisors, building SaaS products to support client.

Long Beach, California, US

• I drove strategic marketing initiatives for the company's Enterprise Content Management software in the financial services sector. Through strategic marketing efforts and fostering strong partnerships, I significantly.
• Oversaw 49% YoY revenue growth in my target market by leading strategic marketing initiatives.
• Managed marketing efforts across a variety of channels, including advertisements, webinars, white papers, and speaking at industry conferences.
• Built relationships with corporate partners to develop integrations with the company’s software.Internal title: Financial Program StrategistLaserfiche is a SaaS provider of document management and business process.