VP, PRODUCT & STRATEGY

📍 Job Overview

Job Title: VP, PRODUCT & STRATEGY

Company: Lakeview Loan Servicing

Location: New York, New York, United States

Job Type: FULL_TIME

Category: Strategy & Operations / Product Management

Date Posted: April 07, 2026

Experience Level: 7-12+ Years (Senior/Executive)

Remote Status: Hybrid/Remote Eligible

🚀 Role Summary

• This senior leadership role is pivotal in shaping the strategic direction and product vision for Lakeview Loan Servicing's consumer-facing financial products, emphasizing a blend of strategic thinking and operational execution.

• The position demands the ability to define and drive high-impact strategic initiatives from concept through to measurable outcomes, requiring strong cross-functional leadership and stakeholder management.

• A core component involves developing and managing robust financial models and analytical frameworks to support data-driven decision-making for new business ventures and product investments.

• The role requires seamless collaboration with internal teams (Engineering, Marketing, Legal, Compliance, Finance, Analytics) and external partners (vendors, fintechs) to deliver on the product roadmap and enhance customer-facing capabilities.

📝 Enhancement Note: The title "VP, PRODUCT & STRATEGY" combined with responsibilities like "lead high-impact strategic initiatives," "drive the development and execution of product strategy," and "support financial analysis and modeling" strongly indicates a role that bridges corporate strategy, new business development, and product management. The emphasis on "end-to-end ownership" and "building and scaling customer-facing products" points towards a Product Operations or GTM Strategy function at a senior level, rather than pure Product Management. The mention of "operational businesses" and "operational efficiency" further solidifies the operations-centric nature of this strategy role.

📈 Primary Responsibilities

• Business Strategy & Strategic Initiatives:

  • Own the end-to-end development and execution of strategic initiatives, from initial problem identification through implementation and the measurement of tangible outcomes.
  • Collaborate closely with senior leadership to define overarching business strategy, translate strategic priorities into actionable initiatives, and ensure alignment across diverse business units.
  • Develop innovative solutions to address key business challenges, including growth strategy, enhancing operational efficiency, optimizing organizational design, refining processes, and enabling new technologies.
  • Create clear, structured communications and compelling presentation materials to facilitate decision-making and secure alignment from both internal and external stakeholders.
  • Lead complex, cross-functional initiatives by effectively managing stakeholders, driving change management, and ensuring successful execution and widespread adoption of new strategies and processes.
  • Cultivate and maintain strong relationships with industry partners, fintechs, and other external stakeholders to support business development efforts and identify strategic opportunities.

• Product Strategy & Product Initiatives:

  • Define and strategically drive the product vision, overarching strategy, and detailed roadmap for consumer-facing financial products, including loans and personal insurance products, encompassing digital experiences, operational workflows, and supporting capabilities.
  • Partner effectively with third-party vendors, Engineering, Marketing, Legal, Compliance, and Research teams to define and execute the technology and product roadmap, adeptly identifying key trade-offs and recommending prioritization decisions.
  • Establish and rigorously track key product success metrics, focusing on business performance, customer outcomes, and the quality of the user experience.
  • Leverage customer insights derived from user research, usability testing, surveys, and behavioral data to strategically inform product direction and drive continuous improvement cycles.
  • Identify, evaluate, and manage strategic partnerships with external vendors, fintech partners, and service providers to expand and enhance product capabilities.

• Financial Analysis & Modeling:

  • Structure, build, and maintain sophisticated financial models to rigorously evaluate the viability of strategic initiatives, new business opportunities, and product investments.

  • Partner with Finance and Analytics teams to establish robust reporting frameworks that effectively track performance against defined strategic and product objectives.

  • Analyze complex datasets, market trends, and financial metrics to provide critical insights that inform strategic and product development decisions.

  • Support the development of comprehensive business cases, including detailed forecasting, scenario analysis, and ROI evaluation for new initiatives and product launches.

  • Translate complex analytical insights into clear, actionable recommendations for senior leadership, thereby enabling informed, data-driven decision-making.

📝 Enhancement Note: The original description details responsibilities across Business Strategy, Product Strategy, and Financial Analysis. For a Revenue Operations or GTM context, these translate into defining market entry strategies, optimizing go-to-market motions, building financial models for sales forecasts or new product P&Ls, and driving operational efficiency in product delivery and customer acquisition. The emphasis on "consumer-facing financial products" like loans and insurance suggests a focus on B2C GTM, where operations plays a critical role in customer onboarding, servicing, and retention strategies.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree in Business, Finance, STEM, or a related field is required.

Experience:

• 7–12+ years of relevant experience across strategy, consulting, product management, or related fields.

Required Skills:

• Strategic Planning & Execution: Proven ability to lead and deliver end-to-end strategic initiatives and product launches, demonstrating a capacity for both defining vision and driving execution.

• Analytical & Problem-Solving Prowess: Strong analytical and problem-solving skills, with the ability to dissect complex issues, structure ambiguous problems, and derive actionable quantitative and qualitative insights.

• Financial Acumen & Modeling: Experience working with complex datasets, building sophisticated financial models, and analyzing industry metrics to inform strategic and product decisions, including forecasting, scenario analysis, and ROI evaluation.

• Product Management Fundamentals: Demonstrated success in product management, including defining product vision, strategy, roadmaps, and launching customer-facing technology products.

• Communication & Presentation Skills: Excellent communication skills, including the ability to articulate complex ideas clearly and concisely, and present strategic recommendations effectively to senior stakeholders.

• Cross-Functional Collaboration: Ability to partner effectively with diverse teams (Engineering, Marketing, Legal, Compliance, Finance, Analytics) and external stakeholders to drive alignment and achieve objectives.

Preferred Skills:

• Industry Expertise: Familiarity with financial services, consumer lending, insurance, or fintech sectors is strongly preferred.

• Operational Strategy: Experience in driving operational efficiency, organizational design, and process optimization within a business context.

• Market & Customer Insight: Ability to leverage user research, usability testing, surveys, and behavioral data to inform product strategy and continuous improvement.

• Vendor & Partnership Management: Experience identifying, evaluating, and managing partnerships with external vendors, fintech partners, and service providers.

• Change Management: Proven ability to lead and manage change initiatives across cross-functional teams.

📝 Enhancement Note: Given the "VP" title and the description, the experience level likely implies leading teams or significant strategic initiatives. The emphasis on financial modeling and strategic initiatives points to a need for strong Excel and potentially BI tool proficiency. The "Product Strategy" aspect, especially for consumer-facing financial products, suggests a need to understand user experience (UX) principles and potentially agile development methodologies.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Strategic Initiative Case Studies: Showcase examples of strategic initiatives led from conception to execution, detailing the problem statement, analytical approach, proposed solutions, implementation challenges, and measurable outcomes. Highlight your role in driving alignment and managing cross-functional teams.

• Product Strategy & Roadmap Examples: Present instances where you defined product vision, developed roadmaps, and launched successful customer-facing products. Illustrate how you incorporated market research, customer insights, and data analysis into your strategy.

• Financial Modeling & Analysis Samples: Include examples of complex financial models you've built (e.g., for new business cases, product P&Ls, ROI analysis, scenario planning). Demonstrate your ability to analyze data and translate findings into clear, actionable recommendations for senior leadership.

• Presentation Materials: Provide examples of strategic presentations or executive summaries you've created to communicate complex ideas, secure buy-in, and drive alignment among stakeholders.

Process Documentation:

• Strategic Initiative Frameworks: Document the methodologies and frameworks used to define, plan, and execute strategic initiatives, emphasizing alignment with business goals and measurable impact.

• Product Development Lifecycle: Outline your approach to the product development lifecycle, from ideation and strategy definition through roadmap planning, execution, and post-launch analysis, including how you integrate customer feedback and operational considerations.

• Financial Analysis & Reporting Processes: Detail your process for building and maintaining financial models, conducting scenario analysis, and establishing reporting frameworks to track key performance indicators (KPIs) and business outcomes.

📝 Enhancement Note: For a VP-level role focused on strategy and product, a portfolio should emphasize strategic impact and leadership. Candidates should be prepared to discuss the process behind their achievements, not just the results. This includes their decision-making framework, how they managed complexity, and how they collaborated. Highlighting a structured approach to problem-solving and strategic planning is crucial.

💵 Compensation & Benefits

Salary Range:

Benefits:

• Comprehensive health, dental, and vision insurance plans.

• Retirement savings plan (e.g., 401(k)) with potential company match.

• Paid time off (PTO), including vacation, sick leave, and holidays.

• Potential for performance-based bonuses and equity options.

• Professional development opportunities, including training, conferences, and tuition reimbursement.

• Life and disability insurance coverage.

Working Hours:

• This is a full-time position, typically requiring 40 hours per week. However, given the senior strategy and product leadership nature of the role, significant flexibility and potential for extended hours may be expected, particularly during critical project phases or strategic planning cycles. The role is based in New York, NY, suggesting a hybrid or in-office work arrangement with potential for remote flexibility.

📝 Enhancement Note: The salary range is an estimate based on industry standards for a VP-level role in a high-cost-of-living area like New York City, within the financial services sector. The "Remote OK" indicator suggests flexibility, but a VP role in strategy and product often involves significant in-person collaboration, hence the "Hybrid" classification.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services / Loan Servicing. Lakeview Loan Servicing, part of Bayview Asset Management, operates within a highly regulated and competitive financial services landscape. This context implies a need for robust compliance, risk management, and a focus on operational excellence and customer trust. The company's involvement in consumer lending and potentially insurance suggests a focus on customer lifecycle management and product innovation within these domains.

Company Size: Lakeview Loan Servicing is part of Bayview Asset Management, which is described as having a significant employee base (implied by LinkedIn data if available, or by the nature of a VP role). A company of this scale typically has established processes but also offers opportunities for impact at a strategic level.

Founded: While the specific founding date for Lakeview Loan Servicing isn't provided, Bayview Asset Management was founded in 1997. This indicates a company with a substantial history and established presence in the financial services market, suggesting a blend of traditional operational practices and a drive for modernization and innovation.

Team Structure:

• The VP, Product & Strategy will likely lead a dedicated strategy or product management team, or function as a key individual contributor driving strategic initiatives across departments.

• Reporting likely occurs to a senior executive, such as a Chief Strategy Officer, Chief Product Officer, or potentially a senior executive overseeing operations or business development.

Methodology:

• Data-Driven Decision Making: Emphasis on leveraging data analytics, market research, and financial modeling to inform strategic choices and product development.

• Agile & Iterative Development: While not explicitly stated, the nature of product strategy often implies an agile or iterative approach to development and problem-solving, focusing on continuous improvement and adaptation.

• Stakeholder Alignment: A core methodology will involve building consensus and driving alignment through clear communication, compelling presentations, and collaborative problem-solving with diverse stakeholders.

Company Website: https://careers.bayview.com

📝 Enhancement Note: The company description and industry context are crucial for understanding the operational environment. Financial services demand a high degree of precision, compliance, and risk awareness in all operational and strategic endeavors. This role will need to navigate these complexities.

📈 Career & Growth Analysis

Operations Career Level: This role is at the Vice President level, indicating significant leadership responsibility and a strategic focus. It sits at the intersection of corporate strategy, product innovation, and operational execution. The expectation is for a candidate who can not only strategize but also drive implementation and manage complex initiatives.

Reporting Structure: The VP will likely report into a C-suite executive or a Senior Vice President, overseeing departments like Strategy, Product, or Business Development. This implies direct exposure to executive leadership and significant influence on company-wide priorities.

Operations Impact: The role has a direct impact on revenue growth and operational efficiency through the development and execution of product and business strategies. By defining new products, optimizing existing ones, and driving strategic initiatives, this position contributes significantly to market positioning, customer acquisition, retention, and overall profitability.

Growth Opportunities:

• Leadership Expansion: Potential to grow into a more senior executive role (e.g., CPO, CSO, Head of Business Development) with broader P&L responsibility or team oversight.

• Strategic Domain Specialization: Opportunity to deepen expertise in specific areas of financial services or product management, becoming a recognized subject matter expert.

• Cross-Functional Leadership: Potential to lead larger, more complex, and company-wide strategic transformations.

• Mentorship and Team Development: Opportunity to build and mentor a team of strategists and product leaders, contributing to the development of future talent within the organization.

📝 Enhancement Note: At the VP level, career growth often involves expanding scope of responsibility, managing larger teams, or moving into P&L ownership. The hybrid nature of this role (strategy, product, operations) offers a unique path for development, allowing for diversification of skills and a broad understanding of the business.

🌐 Work Environment

Office Type: The role is listed as being in New York, NY, with the "#LI-Remote" tag suggesting a hybrid work model is acceptable. This typically means a blend of in-office collaboration and remote work flexibility. The office environment in a financial services firm is usually professional and structured.

Office Location(s): The primary location listed is 137 Thompson St, New York, NY 10012. As part of a larger organization (Bayview), there might be other corporate office locations.

Workspace Context:

• Collaborative Spaces: Expect access to meeting rooms, presentation facilities, and collaborative areas conducive to strategic planning and team discussions.

• Technology Infrastructure: A modern financial services firm will typically provide robust IT infrastructure, including high-speed internet, secure networks, and access to necessary software and analytical tools.

• Cross-Functional Interaction: The role inherently requires frequent interaction with colleagues from various departments, fostering a dynamic and interconnected work environment.

Work Schedule:

• Standard full-time hours (approximately 40 hours per week) are expected. However, given the strategic and leadership nature of the role, occasional extended hours may be necessary to meet project deadlines, prepare for executive reviews, or respond to market dynamics. The hybrid nature offers some flexibility in managing daily schedules.

📝 Enhancement Note: The "#LI-Remote" tag indicates remote work is an option, but the specific office address suggests a hybrid model is more likely for a VP role. This implies a need for strong self-management and communication skills, whether working from home or in the office.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A recruiter or HR representative will likely conduct an initial screening to assess basic qualifications, experience alignment, and cultural fit.

• Hiring Manager Interview: A discussion with the direct hiring manager (likely a senior executive) to delve deeper into strategic thinking, leadership capabilities, and experience with product and strategy development.

• Cross-Functional Interviews: Interviews with key stakeholders from departments such as Engineering, Product, Marketing, Finance, and Operations to evaluate collaboration skills and understanding of their respective domains.

• Case Study/Presentation: Candidates may be asked to present a strategic initiative, product strategy, or financial analysis based on a provided prompt, or to walk through their portfolio, demonstrating problem-solving skills, strategic acumen, and communication effectiveness.

• Executive/Final Interview: A final interview with a C-suite executive or senior leadership to assess overall fit, strategic vision, and long-term potential.

Portfolio Review Tips:

• Focus on Impact: Prioritize showcasing quantifiable achievements and the business impact of your strategic initiatives and product work (e.g., revenue growth, cost savings, market share increase, customer satisfaction improvements).

• Demonstrate Strategic Framework: Clearly articulate the strategic frameworks, analytical methodologies, and decision-making processes you employed.

• Showcase Leadership & Collaboration: Highlight how you led teams, managed stakeholders, navigated complex organizational dynamics, and drove consensus.

• Tailor to the Role: Emphasize experiences most relevant to financial services, consumer lending, insurance, or fintech, and specifically to product strategy and operational efficiency.

• Conciseness and Clarity: Present your work in a clear, concise, and visually appealing manner. Be prepared to discuss each item in detail and answer probing questions.

Challenge Preparation:

• Strategic Problem Solving: Be prepared for case study questions that require you to analyze a business problem, develop strategic options, and recommend a course of action, justifying your rationale with data and market insights.

• Financial Modeling: Expect questions or exercises related to financial modeling, forecasting, and ROI analysis. Practice building and interpreting financial models in Excel.

• Product Strategy Scenarios: Prepare to discuss how you would approach defining a product strategy for a new financial product, identifying key metrics, and prioritizing roadmap items.

• Stakeholder Management Scenarios: Think about how you would manage conflicting priorities or gain buy-in from different stakeholder groups.

📝 Enhancement Note: For a VP role, the interview process will heavily scrutinize strategic thinking, leadership presence, and the ability to influence senior stakeholders. The portfolio review is critical for demonstrating tangible results and a structured approach to strategy and product development.

🛠 Tools & Technology Stack

Primary Tools:

• Microsoft Excel: Advanced proficiency is essential for financial modeling, data analysis, scenario planning, and forecasting. Experience with complex formulas, pivot tables, and potentially VBA macros.

• Presentation Software (PowerPoint, Google Slides): Crucial for developing compelling strategy presentations for senior leadership and stakeholders.

• Project Management Tools (e.g., Jira, Asana, Monday.com): Useful for managing cross-functional initiatives, tracking progress, and ensuring timely delivery of strategic projects.

• Collaboration Platforms (e.g., Slack, Microsoft Teams): Essential for day-to-day communication and collaboration with internal teams.

Analytics & Reporting:

• Business Intelligence (BI) Tools (e.g., Tableau, Power BI, Looker): Experience in creating dashboards, visualizing data, and generating reports to track KPIs and business performance.

• Data Analysis Tools: Familiarity with SQL for data extraction and manipulation, or statistical software (e.g., R, Python) for more advanced analysis, may be beneficial.

CRM & Automation:

• CRM Systems (e.g., Salesforce): Understanding of CRM principles and how they support customer-facing strategies, even if not a direct user. Experience with how CRM data can inform product and strategy decisions.

• Financial Planning & Analysis (FP&A) Software: Familiarity with tools used for budgeting, forecasting, and financial reporting within a corporate finance context.

📝 Enhancement Note: While specific tools aren't listed, the nature of the role implies a strong reliance on Excel for financial modeling and presentation software for communication. Proficiency in BI tools is increasingly standard for strategy roles to enable data-driven insights.

👥 Team Culture & Values

Operations Values:

• Data-Driven Excellence: A strong emphasis on using data, analytics, and rigorous financial modeling to inform decisions and measure impact.

• Strategic Agility: The ability to adapt to changing market conditions and business needs, pivoting strategies and initiatives as required.

• Cross-Functional Collaboration: A culture that values teamwork, open communication, and building strong partnerships across diverse departments to achieve common goals.

• Customer Centricity: A focus on understanding customer needs and delivering products and services that provide value and enhance the customer experience.

• Accountability & Ownership: Taking responsibility for initiatives from start to finish, driving them to successful completion and owning the outcomes.

Collaboration Style:

• Proactive Communication: Regularly sharing updates, insights, and potential roadblocks with stakeholders to ensure transparency and alignment.

• Solution-Oriented Approach: Focusing on identifying problems and collaboratively developing practical, effective solutions.

• Constructive Feedback: Encouraging an environment where feedback is shared openly and constructively to foster continuous improvement.

• Strategic Alignment: Ensuring all collaborative efforts are aligned with the overarching business strategy and product vision.

📝 Enhancement Note: In a financial services context, values like integrity, compliance, and risk awareness are paramount and would likely underpin the operational and strategic culture.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Complex Stakeholder Landscapes: Balancing the diverse needs and priorities of various internal departments (e.g., Legal, Compliance, Engineering, Sales) and external partners to drive consensus and project momentum.

• Translating Strategy into Actionable Operations: Ensuring that strategic visions are effectively translated into executable plans with clear operational implications and measurable outcomes.

• Rapidly Evolving Market Dynamics: Staying abreast of changes in the financial services, fintech, and consumer lending landscapes, and adapting strategies accordingly.

• Data Integration & Analysis: Effectively integrating data from disparate sources and performing complex analyses to extract meaningful insights for strategic decision-making.

Learning & Development Opportunities:

• Deepening Industry Expertise: Gaining in-depth knowledge of consumer lending, insurance, and fintech trends and operational challenges.

• Advanced Strategic & Product Leadership: Developing skills in leading larger teams, managing complex product portfolios, and influencing executive-level strategy.

• Financial Acumen Enhancement: Further refining financial modeling, valuation techniques, and strategic finance skills.

• Cross-Functional Skill Development: Gaining exposure and expertise in areas like technology development, marketing strategy, and regulatory compliance.

📝 Enhancement Note: The challenges for this role are inherent to its strategic and cross-functional nature. Growth opportunities will involve expanding the scope of responsibility, deepening expertise, and potentially moving into broader executive leadership roles.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you developed and executed a significant strategic initiative. What was the problem, your approach, the challenges, and the ultimate outcome?" (Focus on structured problem-solving, leadership, and measurable results.)

• "How do you approach defining a product strategy for a new consumer financial product? What key factors would you consider, and how would you prioritize the roadmap?" (Demonstrate market understanding, customer focus, and strategic planning skills.)

Company & Culture Questions:

• "What do you know about Lakeview Loan Servicing and the broader financial services industry? What opportunities and challenges do you see for our product strategy?" (Research the company and industry; connect your experience to their specific context.)

• "How do you build alignment and manage conflicting priorities among senior stakeholders from different departments (e.g., Sales vs. Engineering vs. Legal)?" (Provide concrete examples of your stakeholder management and negotiation skills.)

Portfolio Presentation Strategy:

• Structure Your Narrative: For each portfolio item, follow a clear "Situation, Task, Action, Result" (STAR) or similar framework. Clearly state the problem, your role, your actions, and the quantifiable results.

• Highlight Strategic Thinking: Emphasize the "why" behind your decisions. Explain your strategic rationale, the trade-offs considered, and how your actions aligned with broader business objectives.

• Showcase Analytical Depth: Be prepared to discuss the data, models, and analytical techniques you used. If possible, visually represent key data points or model outputs.

• Focus on Operational Impact: Connect your strategic and product decisions to their operational implications and how they drove efficiency or improved customer experience.

• Be Concise and Engaging: Practice your presentation to ensure it flows well, stays within time limits, and is engaging for the audience. Be ready for in-depth follow-up questions.

📝 Enhancement Note: Preparing for this role requires demonstrating a blend of strategic vision, analytical rigor, and operational understanding. Candidates should be ready to articulate their thought process and provide concrete examples of their impact.

📌 Application Steps

To apply for this VP, Product & Strategy position:

• Submit Your Application: Utilize the provided link on the careers.bayview.com portal to formally submit your resume and any requested supporting documents.

• Tailor Your Resume: Update your resume to highlight specific achievements, keywords, and experiences directly relevant to strategic initiatives, product strategy, financial modeling, and leadership in the financial services sector, aligning with the responsibilities outlined above.

• Prepare Your Portfolio: Curate a concise portfolio that showcases 2-3 key strategic initiatives or product launches. Focus on demonstrating your problem-solving approach, analytical skills, leadership, and quantifiable business impact. Be ready to present this during the interview process.

• Research Lakeview Loan Servicing & Bayview: Thoroughly research the company's business model, market position, recent news, and any publicly available information on their product offerings and strategic priorities. Understand their current challenges and opportunities within the financial services industry.

• Practice Interview Responses: Prepare to answer behavioral and situational questions that assess your strategic thinking, leadership style, problem-solving abilities, and cross-functional collaboration skills. Practice articulating your approach to complex strategic and product challenges.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.