Ledgy - Staff Product Manager, Equity Foundations
Requirements
• Background in financial services, fintech, or wealth management • Prior experience with equity management, trading, brokerage, or capital markets platforms • Technical background, e.g. Masters in Engineering etc • Previously worked as a PM in a horizontal / platform-adjacent type of team
Responsibilities
• Define the vision and strategy for the heart of our product (transactions & effects, equity types, trading), in collaboration with product and engineering leadership • Define, plan, and execute a roadmap to bring our equity and cap table management to the next level so that finance and legal teams can trust their equity data is accurate and compliant • Run discovery to develop deep expertise in equity structures across Ledgy's core markets • Collaborate with product leadership on strategy, balancing enterprise delivery milestones with longer-term platform investments • Partner with Design, Engineering, and SMEs to write clear specifications and manage delivery in an agile setting • Contribute to Ledgy's PM best practices, and model high AI fluency, using AI tools to move faster and work smarter across research, documentation, and delivery • Define and track success metrics for your team's initiatives, balancing enterprise delivery milestones with broader product KPIs • Be paired with an onboarding buddy who will introduce you to the world of equity management as well as the whole Ledgy team • Get to know the Equity Foundations team engineers, design and domain experts • Understand the complexity, breadth and depth of Ledgy as a platform • Watch call recordings, shadow customer & prospect calls and get in front of your first real customer • Start contributing to roadmap discussions with guidance from team members • Develop a deep understanding of the regulatory and business requirements our customers face, including those around trading and brokerage integrations • Fully master Ledgy's value proposition, understand our product capabilities and competitive landscape • Understand the data models and key architectural patterns that power Ledgy and their dependencies • Take ownership of key features and product initiatives • Lead sprint planning and collaborate on technical specifications • Help shape the technical and product direction of our core product • Create a vision to power the evolution of our platform to support enterprise-scale customers with a global footprint that balances simplicity and flexibility while ensuring data accuracy • Engaged with our integration partners and run RFPs to find new ones that helps expand our coverage across markets (e.g. new brokers or payment processors) • Contribute to PM best practices • Have a minimum of 8+ years of product management experience, ideally in B2B SaaS with significant time spent in enterprise-facing roles • 8+ years • Understand financial systems and compliance frameworks • Have scaled complex products across jurisdictions in regulated or compliance heavy spaces (e.g. banking, payroll, etc). You don’t shy away from detailed legal documentation and specs • Are a fast learner and have a strong technical understanding and passion to solve deep problems • Think horizontally, can easily spot dependencies and seek opportunities to improve the platform holistically • Experience owning third-party integrations (APIs, partner platforms, broker connectivity) • Are genuinely excited about startups: you move fast, adapt quickly, and bring energy and ownership to your work even when things are ambiguous • Are well-versed in AI tools and apply them actively to increase your speed and the quality of your output. You're forward-thinking about how AI changes the way PMs work • Have a strong sense of accountability, ownership and outstanding solution focus • Have excellent communication skills, both written & verbal, and in the room with senior enterprise stakeholders; fluent in English
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