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Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure serving hundreds of financial institutions across 40 countries. The company provides institutional-grade APIs for stocks, ETFs, options, crypto, fixed income, and 24/5 trading, supporting over 10 million brokerage accounts. Backed by $400 million in funding from top-tier investors including Spark Capital, Tribe Capital, and Y Combinator, Alpaca operates a globally distributed team of 400+ members.
As Product Manager for Brokerage Accounts, you will own the strategy, roadmap, and execution of Alpaca's core account management and identity verification systems. You will be the voice of the company's B2B partners, creating flexible and compliant global account infrastructure that enables financial institutions to seamlessly and securely onboard and manage end-users.
Key responsibilities include:
- Define and own the product vision, strategy, and roadmap for account opening and identity verification services
- Manage the lifecycle of various account structures (fully disclosed, omnibus, omnibus with sub-accounting) to meet diverse global B2B client needs
- Develop features for entity account opening, sub-accounts for distinct trading strategies, and multiple account types (self-directed, robo, retirement)
- Lead KYC and identity verification strategy, supporting partner-led KYC and integrated third-party solutions
- Collaborate with legal, compliance, and regional business teams to navigate jurisdictional complexities and ensure compliance with local licensing and financial requirements
- Author detailed PRDs and user stories for cross-team alignment
- Work with go-to-market teams to enable adoption of new account features and onboarding flows
- Define and analyze key metrics (onboarding success rates, account funding times, KYC pass-through rates) to measure success and identify improvements
Requirements:
- Minimum 5 years of product management experience, with focus on B2B, fintech, or complex platform products
- Experience with user onboarding, identity verification (KYC/AML), or account management systems
- Strong understanding of operational and regulatory complexities in financial services, particularly client onboarding and account lifecycle management
- Proven ability to understand complex technical and business requirements and work effectively with engineering, legal, and compliance teams
- Excellent communication and interpersonal skills with track record of leading cross-functional teams and influencing stakeholders
- Data-driven mindset with experience using analytics tools to track product performance and make informed decisions
- Genuine passion for financial markets and desire to democratize access to financial services
- Experience working in agile development environments
Nice-to-haves:
- Engineering background
- Direct fintech or brokerage industry experience
- Experience in globally distributed, remote-first companies
- Familiarity with brokerage account structures (omnibus, fully disclosed)
- Experience with global identity verification providers and RegTech solutions
