Product Strategy Director - Banking & Client Experience
📍 Job Overview
Job Title: Product Strategy Director - Banking & Client Experience
Company: FIS
Location: Atlanta, GA; New York, NY; Jacksonville, FL; Milwaukee, WI; United States
Job Type: Full time
Category: Product Strategy / Operations
Date Posted: 2026-08-20
Experience Level: 10+ years
Remote Status: On-site
🚀 Role Summary
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Lead product strategy and roadmap development for the Automated Finance portfolio, acting as the primary Voice of the Customer.
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Drive product adoption, commercialization, and client retention through strategic initiatives and cross-functional collaboration.
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Translate customer feedback, market dynamics, and competitive intelligence into actionable product requirements and business cases.
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Partner with Product Marketing, Sales, and Customer Success to enhance product awareness, enablement, and go-to-market strategies.
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Manage executive relationships with key banking partners and strategic clients to foster growth and alignment.
📝 Enhancement Note: While the title is "Product Strategy Director," the core responsibilities heavily lean into operational execution, customer success strategy, and market readiness, indicating a strong overlap with Revenue Operations and Go-To-Market Operations functions. The emphasis on translating customer feedback into actionable requirements, driving adoption, and aligning internal teams suggests a role that bridges product vision with operational execution for commercial success.
📈 Primary Responsibilities
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Serve as the primary Voice of the Customer for the Automated Finance portfolio (BillerIQ, Agentic Insights, GetPaid, Treasury/Capital Markets).
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Establish and manage formal customer feedback programs, including advisory boards, user groups, and executive councils.
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Develop comprehensive business cases for new capabilities, enhancements, integrations, and platform investments based on customer needs and market opportunities.
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Translate customer pain points, implementation challenges, and operational friction into prioritized product requirements for engineering teams.
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Partner closely with Product Marketing to refine product positioning, messaging, customer education, and sales enablement materials.
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Develop customer-facing narratives that articulate the business value and ROI of product investments.
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Lead market feedback loops to validate and optimize positioning, messaging, pricing, packaging, and go-to-market strategies.
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Drive product adoption and client success strategies, working with partnership and Customer Success Management (CSM) teams to increase feature utilization.
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Establish key product health metrics, adoption dashboards, and customer maturity models to track performance and identify growth opportunities.
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Maintain executive-level relationships with key banking partners and strategic customers, leading strategic planning discussions and partner forums.
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Monitor industry trends, competitive offerings, regulatory changes, and evolving customer needs to inform product strategy and maintain market differentiation.
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Identify and champion emerging opportunities for AI, analytics, workflow automation, and platform expansion within the product portfolio.
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Lead strategic initiatives requiring cross-functional coordination across Product, Sales, Technology, Marketing, Support, and Operations teams.
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Coordinate executive communications and stakeholder alignment on strategic priorities, product initiatives, and customer-facing communications.
📝 Enhancement Note: The responsibilities highlight a strategic operational focus. The emphasis on "customer feedback programs," "product adoption and client success strategies," "product health metrics, adoption dashboards," and "cross-functional coordination" points to a role that requires strong operational planning, execution, and performance management skills, aligning with GTM and RevOps functions.
🎓 Skills & Qualifications
Education:
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Bachelor's degree in Business, Finance, Marketing, Communications, or a related field, or equivalent practical experience. Experience:
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10+ years of strategic product experience in capital markets, banking, and/or fintech.
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Proven track record of driving customer-led product strategy, increasing product adoption, and improving client retention.
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Demonstrated experience in prioritizing investments based on customer demand, business value, and market opportunity.
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Experience working effectively with sales, customer success, and commercial teams to drive revenue retention and expansion.
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Strong understanding of SaaS, fintech, banking, payments, or capital markets business models and associated revenue drivers. Required Skills:
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Product Strategy Development: Ability to define and articulate long-term product vision, strategy, and roadmap based on market analysis and customer needs.
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Customer Insight & Advocacy: Skill in gathering, synthesizing, and translating customer feedback into actionable product requirements and strategic initiatives.
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Go-to-Market Strategy: Experience in developing and executing go-to-market plans, including positioning, messaging, and enablement.
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Cross-Functional Leadership: Proven ability to influence and collaborate with diverse teams (Product Management, Engineering, Marketing, Sales, Customer Success, Partnerships) without direct authority.
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Business Acumen: Strong understanding of financial services, banking operations, capital markets, and fintech business models, including revenue drivers and operational challenges.
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Stakeholder Management: Expertise in managing executive-level relationships with internal stakeholders, banking partners, and key clients.
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Market Analysis: Ability to monitor industry trends, competitive landscapes, and regulatory changes to inform strategic decisions.
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Financial Modeling & Business Case Development: Proficiency in building robust business cases for product investments and new capabilities.
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SaaS Product Management: Deep understanding of SaaS product lifecycles, adoption strategies, and customer success methodologies.
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Communication & Presentation Skills: Exceptional verbal and written communication skills, with the ability to present complex information clearly and persuasively to executive audiences.
Preferred Skills:
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Experience with specific Automated Finance solutions like BillerIQ, Agentic Insights, or GetPaid.
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Familiarity with advanced analytics, AI, and workflow automation technologies in the financial services sector.
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Experience leading customer advisory boards or executive councils.
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Knowledge of Agile development methodologies and product management best practices.
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Experience in driving product commercialization and adoption within a large enterprise financial technology company.
📝 Enhancement Note: The extensive list of required skills, particularly "Cross-Functional Leadership," "Stakeholder Management," "Go-to-Market Strategy," and "Customer Insight & Advocacy," strongly suggests that candidates with a background in operations roles (RevOps, Sales Ops, GTM Ops) that involve bridging product, sales, and customer success will be highly competitive. The emphasis on driving adoption and commercialization is a core operational function.
📊 Process & Systems Portfolio Requirements
Portfolio Essentials:
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Product Strategy Case Studies: Demonstrable examples of how you have developed and executed product strategies that led to measurable improvements in customer adoption, retention, or revenue growth within the financial services sector.
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Voice of the Customer Program Design: Evidence of designing and implementing successful customer feedback mechanisms (e.g., advisory boards, user groups, surveys) and how this feedback was integrated into product roadmaps.
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Go-to-Market Strategy & Execution: Case studies showcasing your involvement in developing and launching new products or features, including market positioning, messaging, sales enablement, and adoption campaigns.
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Business Case Development: Examples of compelling business cases you've created for product investments, detailing market opportunity, financial projections, and strategic alignment.
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Cross-Functional Project Leadership: Documentation of leading complex, cross-functional initiatives from conception to completion, highlighting collaboration with Engineering, Sales, Marketing, and Customer Success.
Process Documentation:
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Customer Feedback Loop Optimization: Detailed outlines of processes for capturing, analyzing, and acting on customer feedback, ensuring it directly influences product development and strategy.
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Product Adoption & Engagement Frameworks: Process maps or frameworks for driving customer adoption of new features and underutilized capabilities, including enablement and value realization programs.
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Market Intelligence Integration: Documented processes for gathering, disseminating, and integrating market trends, competitive intelligence, and regulatory changes into strategic planning.
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Product Launch & Commercialization Workflows: Standard operating procedures for product launch readiness, including coordination of sales enablement, marketing communications, and partner training.
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Stakeholder Alignment & Executive Reporting: Established processes for communicating strategic priorities, progress, and key performance indicators to executive leadership and cross-functional teams.
📝 Enhancement Note: The emphasis on "Portfolio Essentials" and "Process Documentation" directly aligns with the needs of operations roles. Candidates should be prepared to showcase their ability to structure, execute, and measure operational processes that drive product success and commercial outcomes. This section is crucial for demonstrating a candidate's operational rigor and strategic impact.
💵 Compensation & Benefits
Salary Range: $187,270.00 - $318,360.00 annually.
Benefits:
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Competitive Salary: A robust base salary within the specified range, reflecting the seniority and scope of the role.
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Learning and Development: Access to continuous learning opportunities, professional development programs, and potential for certifications.
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Collaborative Work Environment: A supportive and team-oriented atmosphere that encourages knowledge sharing and innovation.
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Opportunities to Give Back: Programs and initiatives that allow employees to contribute to their communities.
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Comprehensive Health & Wellness: (Inferred) Typically includes medical, dental, and vision insurance, alongside wellness programs.
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Retirement Savings Plan: (Inferred) Such as a 401(k) plan with potential company match.
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Paid Time Off: (Inferred) Generous vacation, sick leave, and holiday pay.
Working Hours:
- Approximately 40 hours per week, with potential for extended hours during critical project phases or product launches. Flexibility may be expected to accommodate global partnerships and market demands.
📝 Enhancement Note: The salary range is provided for the US market. For other locations, salary expectations would vary significantly based on local cost of living, market demand, and industry benchmarks. The benefits listed are standard for a large enterprise; candidates should confirm specific details with HR. The "On-site" work arrangement implies adherence to standard business hours, but the nature of a Director-level role in a global company often necessitates flexibility.
🎯 Team & Company Context
🏢 Company Culture
Industry: Financial Technology (Fintech) and Financial Services. FIS is a major player in providing technology solutions that power the global economy, particularly within banking, payments, and capital markets.
Company Size: Large enterprise (implied by the extensive job description and global presence). FIS is a publicly traded company with tens of thousands of employees worldwide.
Founded: FIS was founded in 1968, indicating a long-standing history and deep expertise in the financial technology sector.
Team Structure:
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The role operates within the Automated Finance portfolio, which includes specific product lines like BillerIQ, Agentic Insights, and GetPaid.
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This position requires significant cross-functional collaboration, acting as a bridge between Product Management, Product Marketing, Engineering, Sales, Customer Success, Banking Partnerships, and Professional Services.
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The role involves leading strategic initiatives that require alignment across various departments and potentially reporting to senior leadership within the Product or GTM organization. Methodology:
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Data-Driven Decision Making: The role emphasizes translating customer feedback, market dynamics, and adoption trends into actionable product requirements and strategic decisions.
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Customer-Centricity: A core tenet is acting as the "Voice of the Customer," ensuring client needs directly influence product strategy and development.
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Agile & Iterative Development: While not explicitly stated, the nature of product strategy in a fast-paced fintech environment suggests an agile approach to strategy formulation and execution.
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Strategic Partnership Management: Emphasis on building and maintaining executive relationships with key banking partners and strategic clients.
Company Website: https://www.fisglobal.com/
📝 Enhancement Note: FIS's long history and large size suggest a structured, process-oriented environment. The "Voice of the Customer" and "cross-functional collaboration" aspects highlight a culture that values input from various departments and client interactions, which is critical for operational success.
📈 Career & Growth Analysis
Operations Career Level: Director. This level signifies a senior leadership role responsible for significant strategic direction, cross-functional influence, and impact on product success and commercial outcomes. The scope includes defining strategy, driving adoption, and managing key relationships.
Reporting Structure: Likely reports to a Vice President or Senior Vice President of Product Management, Product Strategy, or a GTM leader within the Automated Finance division. The role will manage and influence teams across various departments rather than directly managing a large team.
Operations Impact: This role has a direct impact on the success of the Automated Finance portfolio by ensuring products meet market needs, drive customer adoption, and contribute to revenue growth and client retention. It influences product roadmap prioritization, commercialization strategies, and client satisfaction.
Growth Opportunities:
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Leadership Advancement: Potential progression to VP-level roles within Product Management, Strategy, or GTM functions, overseeing broader portfolios or product lines.
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Specialization Deepening: Opportunity to become a recognized expert in specific areas of Automated Finance, banking technology, or client experience within the fintech industry.
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Strategic Initiative Leadership: Leading major company-wide transformational initiatives, new market entries, or significant partnership developments.
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Broader Commercial Responsibility: Transitioning into roles with more direct P&L responsibility or broader commercial leadership.
📝 Enhancement Note: This role is a significant step for operations professionals looking to move into more strategic product-facing leadership roles. It offers a pathway to influence product direction and commercial strategy, leveraging operational expertise in a high-impact setting.
🌐 Work Environment
Office Type: On-site. This role is based in a physical office location, suggesting a traditional corporate environment.
Office Location(s): The role is available in multiple US locations: Atlanta, GA; New York, NY; Jacksonville, FL; and Milwaukee, WI. This offers flexibility for candidates in different regions.
Workspace Context:
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Collaborative Hub: The office environment will likely feature collaborative spaces designed for team meetings, brainstorming sessions, and cross-functional work, essential for coordinating with diverse teams.
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Technology-Enabled: As a fintech company, expect access to modern technology, including robust communication tools, analytics platforms, and potentially specialized financial software.
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Professional Networking: Opportunities to interact directly with colleagues from various departments, fostering internal networking and collaboration essential for driving product initiatives.
Work Schedule:
- Standard full-time work week (approx. 40 hours). However, Director-level roles in global organizations often require flexibility to attend meetings across time zones, respond to urgent client needs, and support product launches or critical operational periods.
📝 Enhancement Note: The "On-site" requirement is key. Candidates should consider the commute and the company's specific office culture in their chosen location. The multiple location options are a significant advantage for talent acquisition.
📄 Application & Portfolio Review Process
Interview Process:
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Initial Screening: HR or Recruiter call to assess basic qualifications, salary expectations, and cultural fit.
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Hiring Manager Interview: In-depth discussion with the hiring manager focusing on experience, strategic thinking, leadership capabilities, and alignment with the role's core responsibilities. Expect questions about past product strategy successes and operational challenges.
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Cross-Functional Interviews: Interviews with key stakeholders from Product Management, Marketing, Sales, and Customer Success to evaluate collaboration skills, understanding of different functions, and ability to influence.
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Executive Presentation/Case Study: A potential final round involving a presentation to senior leadership. This could be a case study based on a provided scenario or a deep dive into a past project from your portfolio, demonstrating strategic thinking, problem-solving, and communication skills.
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Final Round: May involve a final discussion with a senior executive for overall fit assessment.
Portfolio Review Tips:
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Focus on Impact: For each project, clearly articulate the problem, your role, the actions taken, and the quantifiable results (e.g., increased adoption by X%, improved client retention by Y%, generated $Z in new revenue).
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Showcase Strategic Thinking: Highlight how you translated market needs or customer feedback into concrete product strategies and roadmaps.
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Demonstrate Operational Execution: Include examples of how you managed cross-functional execution, drove adoption, or improved operational efficiency related to product commercialization.
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Tailor to the Role: Emphasize experience within banking, capital markets, or fintech. Showcase your "Voice of the Customer" methodologies and ability to build business cases.
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Prepare for Case Studies: Be ready to discuss how you would approach specific challenges related to product adoption, market entry, or competitive response within the Automated Finance space.
Challenge Preparation:
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Strategic Problem Solving: Prepare to analyze a business problem related to product strategy or market expansion and propose a strategic solution, outlining key steps, potential risks, and expected outcomes.
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Cross-Functional Alignment Exercise: Be ready to discuss how you would align disparate teams (e.g., Engineering, Sales, Marketing) around a common product goal or initiative.
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Customer Insight Application: Prepare to explain how you would gather and utilize customer feedback to influence a product roadmap or address a specific customer pain point.
📝 Enhancement Note: The emphasis on a portfolio review and case study preparation is critical. Operations candidates should leverage their experience in process documentation, performance metrics, and cross-functional project management to demonstrate their strategic impact and execution capabilities.
🛠 Tools & Technology Stack
Primary Tools:
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CRM Systems: Experience with enterprise-grade CRMs like Salesforce is highly probable for managing customer data, sales pipelines, and customer success interactions.
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Product Management Tools: Familiarity with tools like Jira, Confluence, Aha!, or Productboard for roadmap planning, requirement management, and collaboration with engineering.
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Analytics & Business Intelligence Platforms: Proficiency in tools such as Tableau, Power BI, Looker, or similar for data analysis, dashboard creation, and performance tracking.
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Collaboration & Communication Tools: Expertise in Microsoft Teams, Slack, Zoom, and other platforms for daily communication and cross-functional collaboration.
Analytics & Reporting:
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Data Warehousing/ETL Tools: Understanding of data integration processes and tools may be beneficial for analyzing complex datasets.
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Reporting Dashboards: Experience in creating and interpreting dashboards focused on product adoption, customer health, market trends, and commercial performance.
CRM & Automation:
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Marketing Automation Platforms: Familiarity with platforms like Marketo or HubSpot could be advantageous for understanding customer engagement strategies.
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Workflow Automation: Understanding of how workflow automation can improve operational efficiency within product delivery and customer support processes.
📝 Enhancement Note: While specific tools aren't listed, a strong candidate will have experience with a variety of enterprise software commonly used in product management, GTM operations, and customer success. Demonstrating proficiency in data analysis and visualization tools is particularly important for a strategy role focused on measurable outcomes.
👥 Team Culture & Values
Operations Values:
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Customer Focus: A deep commitment to understanding and serving customer needs as the primary driver of product strategy and business success.
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Collaboration & Teamwork: Valuing cross-functional partnerships and open communication to achieve shared goals.
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Data-Driven Decision Making: An emphasis on using data and insights to inform strategy, prioritize initiatives, and measure impact.
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Innovation & Adaptability: Embracing new technologies and market trends to drive continuous improvement and maintain competitive advantage.
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Accountability & Ownership: Taking responsibility for driving strategic initiatives and achieving measurable results.
Collaboration Style:
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Partnership-Oriented: Works closely with various departments, fostering strong relationships to ensure alignment and effective execution.
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Consultative: Acts as an internal consultant, providing strategic guidance and insights based on customer and market intelligence.
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Proactive Communication: Regularly communicates updates, insights, and strategic direction to stakeholders at all levels.
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Feedback-Driven: Encourages and actively seeks feedback to refine strategies and processes.
📝 Enhancement Note: The culture likely emphasizes a blend of strategic thinking and operational execution, with a strong focus on client outcomes. Operations professionals who thrive in collaborative, data-informed environments will find this role appealing.
⚡ Challenges & Growth Opportunities
Challenges:
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Balancing Diverse Stakeholder Needs: Effectively managing conflicting priorities and expectations from various internal teams (Product, Engineering, Sales, Marketing) and external partners (banks, clients).
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Translating Vision into Execution: Bridging the gap between high-level strategy and the detailed execution required by engineering and operational teams.
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Driving Adoption in Complex Environments: Overcoming inertia and existing processes within large banking institutions to drive adoption of new fintech solutions.
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Staying Ahead of Market Evolution: Continuously monitoring and adapting to rapid changes in fintech, banking regulations, and competitive landscapes.
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Data Integration & Analysis: Synthesizing insights from disparate data sources (customer feedback, market research, internal metrics) to form a cohesive strategy.
Learning & Development Opportunities:
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Fintech Industry Expertise: Deepening knowledge of the banking, capital markets, and payments sectors through direct involvement with FIS's product suite.
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Strategic Leadership Skills: Developing advanced capabilities in strategic planning, market analysis, and executive communication.
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Product Lifecycle Management: Gaining comprehensive experience across the entire product lifecycle, from ideation and strategy to commercialization and adoption.
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Executive Sponsorship: Opportunity to work with and learn from senior leaders within a major fintech organization.
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Industry Conferences & Events: Potential to represent FIS at industry events, gaining exposure to broader trends and networking opportunities.
📝 Enhancement Note: This role presents significant challenges but also offers substantial growth, particularly for operations professionals looking to transition into more strategic, product-centric leadership roles within the financial technology sector.
💡 Interview Preparation
Strategy Questions:
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"Describe a time you had to champion a customer-led product strategy. What was the outcome?" (Focus on your process for gathering feedback, building a business case, and influencing stakeholders.)
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"How do you approach translating market trends and competitive intelligence into actionable product requirements?" (Highlight your analytical process, prioritization frameworks, and communication methods.)
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"Walk us through your process for developing a go-to-market strategy for a new product or feature in the financial services space." (Emphasize collaboration with marketing, sales enablement, and customer success.)
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"Imagine our BillerIQ platform is facing declining adoption in a key segment. How would you diagnose the problem and propose solutions?" (Demonstrate your analytical approach, customer empathy, and strategic problem-solving skills.) Company & Culture Questions:
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"Based on your understanding of FIS and the fintech industry, what do you see as the biggest challenges and opportunities for our Automated Finance portfolio?" (Show your research and strategic foresight.)
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"How do you foster collaboration and alignment across diverse teams like Engineering, Sales, and Customer Success?" (Provide specific examples of your cross-functional leadership style.)
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"Describe your experience working with banking partners or enterprise clients. How do you build and maintain executive-level relationships?" (Highlight your communication, negotiation, and partnership management skills.) Portfolio Presentation Strategy:
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Structure for Impact: For each case study, use the STAR method (Situation, Task, Action, Result) or a similar framework. Clearly define the business problem, your specific role and responsibilities, the strategic actions you took, and the quantifiable positive outcomes.
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Quantify Everything: Wherever possible, use metrics to demonstrate the impact of your work (e.g., percentage increase in adoption, reduction in churn, revenue growth, efficiency gains).
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Focus on Strategy & Operations: Highlight your strategic thinking, your ability to translate strategy into operational plans, and your skills in managing cross-functional execution.
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Tailor to FIS: Research FIS's current initiatives, products (especially within Automated Finance), and market position. Connect your experience directly to their strategic goals.
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Be Prepared for Deep Dives: Anticipate detailed questions about your methodologies, decision-making processes, and the challenges you encountered.
📝 Enhancement Note: Operations candidates should frame their portfolio examples around process optimization, cross-functional project leadership, data-driven decision-making, and measurable business impact, aligning these with product strategy and commercial success.
📌 Application Steps
To apply for this Product Strategy Director position:
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Submit your application through the FIS careers portal via the provided URL.
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Portfolio Customization: Prepare a concise portfolio that highlights 2-3 key projects demonstrating your strategic product development, customer advocacy, and GTM execution experience, with a strong emphasis on results within the financial services or fintech sectors.
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Resume Optimization: Tailor your resume to emphasize keywords from the job description, such as "Product Strategy," "Voice of the Customer," "Fintech," "Banking," "Capital Markets," "SaaS," "Go-to-Market," "Customer Adoption," and "Cross-Functional Leadership." Quantify achievements wherever possible.
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Interview Preparation: Practice articulating your experience using the STAR method, prepare answers to strategic and situational questions, and be ready to discuss your portfolio in detail. Research FIS's Automated Finance products and recent company news.
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Company Research: Understand FIS's market position, strategic priorities, and the competitive landscape for banking and client experience solutions. Familiarize yourself with their stated values and culture.
⚠️ 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.
Application Requirements
Candidates must have extensive strategic product experience in capital markets, banking, or fintech with a proven track record of driving customer-led growth. A bachelor's degree in business, finance, marketing, or a related field is required, along with strong expertise in SaaS business models.