Project Manager, Product Strategy

📍 Job Overview

Job Title: Project Manager, Product Strategy

Company: Webull Financial

Location: New York, NY

Job Type: Salaried Full-Time

Category: Operations - Project Management / Product Strategy

Date Posted: 2026-06-12

Experience Level: 5-10 years

Remote Status: On-site

🚀 Role Summary

• Drive the successful delivery of strategic initiatives across platform and product development within the fintech sector.

• Lead complex projects from concept through to launch, ensuring alignment with business objectives and stakeholder expectations.

• Manage project lifecycles, including defining business requirements, building project plans, and establishing communication cadences.

• Act as a key liaison and escalation point for projects, collaborating with cross-functional teams to resolve issues and ensure timely delivery.

• Champion a continuous improvement mindset by conducting post-implementation reviews and integrating lessons learned into future processes.

📝 Enhancement Note: This role is positioned as a Project Manager with a strong emphasis on "Product Strategy," indicating a need to not only manage project execution but also contribute to the strategic direction and planning of new products and platform enhancements within the financial services domain. The reporting structure to the Head of Product and Project Manager suggests a high level of visibility and influence.

📈 Primary Responsibilities

• Define and document business requirements in collaboration with project sponsors and stakeholders to ensure project scope alignment.

• Develop and maintain comprehensive project plans, including timelines, milestones, resource allocation, and dependencies, to track project progress effectively.

• Establish and lead regular project communication cadences with all relevant stakeholders to provide status updates, identify risks, and facilitate decision-making.

• Serve as the primary escalation point for project-related issues, proactively working with teams and stakeholders to achieve timely resolutions.

• Construct and manage critical project artifacts, such as RAID (Risks, Assumptions, Issues, Dependencies) logs and testing plans, to ensure thorough project governance and deliverable completion.

• Partner closely with engineering, product, marketing, and other cross-functional teams to ensure the timely completion of project deliverables, including rigorous testing prior to launch.

• Conduct thorough post-implementation reviews for all completed projects, identifying areas for process improvement and documenting key lessons learned to enhance future project execution.

📝 Enhancement Note: The responsibilities emphasize a blend of traditional project management duties (planning, communication, issue resolution) with a strong focus on product development lifecycle elements (business requirements, testing, post-implementation reviews). The role requires a proactive approach to process improvement, directly linked to project outcomes.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree in Economics, Business, Marketing, Technology, Finance, or a related field.

• Professional certifications such as PMP (Project Management Professional) are highly regarded. Experience:

• Minimum of 5-7 years of progressive work experience in project management, product development, or business analyst roles.

• Significant experience specifically within the financial services industry is mandatory.

• Proven track record of managing complex projects through their entire lifecycle, from initiation to closure. Required Skills:

• Project Management: Demonstrated ability to manage multiple projects concurrently, utilizing various project management methodologies.

• Product Development Lifecycle: Understanding of and experience with the stages of product development, from ideation to launch and post-launch analysis.

• Stakeholder Management: Exceptional ability to effectively communicate with, influence, and manage expectations of diverse stakeholders across different departments and levels.

• Business Requirements Analysis: Proficiency in gathering, documenting, and translating business needs into clear, actionable project requirements.

• Communication Skills: Strong written and verbal communication abilities, with the capacity to present complex information clearly and concisely to technical and non-technical audiences.

• Problem-Solving & Escalation: Aptitude for identifying potential issues, developing solutions, and escalating critical matters in a timely and effective manner.

• Financial Services Acumen: Familiarity with the financial services industry, including an understanding of trading lifecycles and supporting systems.

Preferred Skills:

• Formal Project Management Experience: Direct experience in managing product development projects.

• Project Management Certifications: PMP, PRINCE2, or similar certifications.

• Client Service/Relationship Management: Experience in client-facing roles, demonstrating strong customer focus.

• Mandarin Fluency: A plus for facilitating communication with international teams or stakeholders.

📝 Enhancement Note: The "Skills You Bring" section clearly delineates required versus preferred qualifications. The emphasis on financial services experience and understanding of the "life of a trade" is critical for candidates. The preference for formal project management experience and certifications indicates a desire for candidates with established project management credentials.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase projects demonstrating successful new product development and platform enhancements within the financial services sector.

• Highlight projects where you defined and managed business requirements, showcasing your ability to translate needs into actionable plans.

• Provide examples of project plans, communication cadences, and RAID logs you have developed and managed.

• Include case studies that illustrate your problem-solving skills and how you managed escalations and resolved issues effectively.

• Demonstrate your experience with post-implementation reviews and how you’ve used lessons learned to improve future processes. Process Documentation:

• Documented processes for defining business requirements, including stakeholder interviews and analysis techniques.

• Examples of project planning documents, including Gantt charts, Kanban boards, or other relevant scheduling tools.

• Evidence of established communication protocols and reporting structures for project updates.

• Case studies detailing the creation and management of RAID logs and risk mitigation strategies.

• Post-implementation review templates and examples of process improvement recommendations derived from them.

📝 Enhancement Note: While not explicitly stated as a "portfolio requirement," the responsibilities and skills listed strongly imply the need for a portfolio that showcases these specific deliverables and experiences. Candidates should prepare to present evidence of their project management artifacts and process improvement contributions.

💵 Compensation & Benefits

Salary Range: $110,000 - $165,000 annually

Bonus: Discretionary bonus potential

Benefits:

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance.

• Financial Support: 401(k) match, commuter benefits (for NY positions), short-term disability coverage.

• Work-Life Balance: Generous paid time off (increasing with tenure), paid parental leave, personal days, sick time, volunteer days, and company holidays.

• Wellness & Pet Care: Fitness and wellness benefits, pet insurance.

• Investing in Your Future: Tuition reimbursement for relevant degrees, certifications, and training.

• Dynamic Office Perks: Catered breakfast (Mondays), catered lunches (Fridays), fully stocked kitchens, monthly happy hours.

Working Hours: 40 hours per week (standard full-time)

📝 Enhancement Note: The salary range is explicitly stated and is competitive for a Project Manager role in New York City with the specified experience level in the financial services industry. The benefits package is robust, covering health, financial, work-life balance, wellness, and professional development, which are attractive to experienced professionals. The mention of catered meals and happy hours points to a company culture that values employee engagement.

🎯 Team & Company Context

🏢 Company Culture

Industry: Fintech / Financial Services

Company Size: Operates in 14 regions worldwide, serving over 20 million users. The specific team size for Project Management is not detailed but implies a growing, dynamic environment.

Founded: Webull is a global company with a significant user base, indicating established operations and a forward-thinking approach.

Team Structure:

• The Project Management Team is described as playing a critical role in driving strategic initiatives.

• This role reports directly to the Head of Product and Project Manager, suggesting a senior-level project management function.

• The role requires cross-functional collaboration with various departments, including product, engineering, marketing, and potentially operations. Methodology:

• Data-Driven Initiatives: The role involves driving strategic initiatives, implying a need for data analysis to inform project direction and measure success.

• Process Optimization: A continuous improvement mindset is essential, with a focus on enhancing processes through post-implementation reviews and lessons learned.

• Agile/Iterative Approaches: While not explicitly stated, the dynamic nature of the role and focus on product development suggest the potential use of agile or iterative project management methodologies.

Company Website: https://www.webull.com/

📝 Enhancement Note: Webull is presented as a global fintech innovator with a strong user base. The culture emphasizes collaboration, idea generation, and impact. The specific mention of "14 regions worldwide" suggests a complex operational landscape where project managers must navigate diverse requirements and potentially international teams. The role is within a fast-paced, multi-tasking environment.

📈 Career & Growth Analysis

Operations Career Level: This role is mid-to-senior level, requiring 5-7 years of experience. It offers a significant opportunity to manage high-impact strategic projects within a rapidly growing fintech company.

Reporting Structure: Reports directly to the Head of Product and Project Manager, indicating a clear line of oversight and mentorship.

Operations Impact: The Project Manager is instrumental in the "successful delivery of the firm’s strategic initiatives," directly influencing product development, platform enhancements, and operational efficiency, which are critical drivers of business growth and user satisfaction in the fintech space.

Growth Opportunities:

• Specialization: Deepen expertise in product strategy and project management within the complex financial services and fintech domain.

• Leadership Development: Potential to lead larger, more complex projects or manage a portfolio of initiatives as experience grows.

• Cross-Functional Exposure: Gain broad exposure to various business functions and technologies within Webull, fostering a holistic understanding of the company's operations.

• Skill Advancement: Opportunities for professional development through tuition reimbursement and potential for project management certifications.

📝 Enhancement Note: The role is positioned as a key contributor to Webull's strategic growth. The "growth opportunities" are framed around deepening expertise in a specialized industry and advancing within project and product management leadership, aligning with typical career progression for operations professionals in fintech.

🌐 Work Environment

Office Type: The role is based in Webull's New York Wall Street office (44 Wall Street, NYC), emphasizing in-person collaboration.

Office Location(s): 44 Wall Street, New York, NY. This prime location in the heart of the financial district offers excellent accessibility.

Workspace Context:

• Collaborative Environment: The office setting is designed to foster in-person collaboration, which is highlighted as a driver of growth, mentorship, and innovation.

• Tools & Technology: While specific tools aren't listed here, the role involves managing projects, implying access to standard project management software, communication platforms, and potentially specialized fintech tools.

• Team Interaction: Regular interaction with project teams, stakeholders, and leadership is expected, facilitating knowledge sharing and teamwork.

Work Schedule: Standard 40-hour work week, with the expectation of working efficiently and accurately under pressure in a fast-paced, multi-tasking environment.

📝 Enhancement Note: The emphasis on an on-site, collaborative environment in a prime financial district location suggests a culture that values in-person synergy. The mention of catered meals and happy hours further supports this, indicating a company that invests in creating a positive and engaging physical workspace for its employees.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: Likely involves a review of your resume and a brief call to assess basic qualifications and interest.

• Hiring Manager Interview: A deeper dive into your project management experience, understanding of financial services, and approach to product strategy. Be prepared to discuss specific projects and your role in them.

• Cross-Functional Interviews: Interviews with team members or stakeholders you would collaborate with, assessing your collaboration style, communication skills, and ability to navigate complex relationships.

• Case Study/Project Simulation: You may be asked to present a past project in detail or tackle a hypothetical project scenario. Focus on your process, decision-making, and quantifiable results.

• Final Interview: Typically with senior leadership, focusing on strategic thinking, cultural fit, and overall suitability for the role and Webull.

Portfolio Review Tips:

• Quantify Achievements: For each project presented, highlight quantifiable outcomes (e.g., "reduced delivery time by 15%," "increased user adoption by 20%").

• Showcase Process: Clearly articulate your project management methodology, how you managed risks, resolved issues, and facilitated communication.

• Focus on Product Strategy: For this role, emphasize how your project management contributed to the product's strategic goals and market success.

• Demonstrate Financial Services Relevance: Tailor examples to showcase your understanding of the financial services industry and its unique challenges.

• Highlight Post-Implementation Review Impact: Showcase how you've used lessons learned to drive continuous improvement.

Challenge Preparation:

• Problem-Solving Scenarios: Be ready to discuss how you would approach common project challenges, such as scope creep, resource constraints, or stakeholder conflicts.

• Stakeholder Communication: Prepare to explain how you would manage communication with different stakeholder groups, including executive leadership.

• Process Improvement Articulation: Practice explaining how you identify opportunities for process improvement and the steps you take to implement them.

📝 Enhancement Note: The interview process is likely to be multi-stage, designed to assess a broad range of skills. A strong portfolio that demonstrates not just project execution but also strategic contribution and process improvement within financial services will be crucial. Candidates should be prepared to "show, don't just tell" their capabilities.

🛠 Tools & Technology Stack

Primary Tools:

• Project Management Software: Proficiency in tools like Jira, Asana, Trello, or Microsoft Project for task management, scheduling, and tracking.

• Collaboration Platforms: Experience with tools such as Slack, Microsoft Teams, or similar for real-time communication and team coordination.

• Documentation Tools: Familiarity with Confluence, Google Workspace, or Microsoft Office Suite for creating project plans, requirements documents, and reports.

Analytics & Reporting:

• Spreadsheet Software: Advanced proficiency in Microsoft Excel or Google Sheets for data analysis, financial modeling, and reporting.

• Business Intelligence Tools (Potentially): Familiarity with BI tools like Tableau or Power BI could be beneficial for analyzing project performance and user data.

CRM & Automation (Indirectly):

• While not directly managing CRM, understanding how projects impact CRM systems or customer-facing platforms is advantageous.

• Familiarity with workflow automation concepts may be helpful, especially for operational efficiency initiatives.

📝 Enhancement Note: While specific tools are not listed, the responsibilities imply a need for strong proficiency in standard project management and collaboration tools. The mention of "platform enhancements" and "operational efficiency initiatives" suggests that a candidate with an understanding of how projects integrate with broader business systems will be highly valued. Familiarity with financial systems or trading platforms would be a significant plus.

👥 Team Culture & Values

Operations Values:

• Collaboration: Emphasis on working together as a team to achieve common goals, as highlighted by the "collaborative team player" requirement and in-person work environment.

• Continuous Improvement: A strong focus on learning from past projects and actively seeking ways to enhance processes and outcomes.

• Accountability & Ownership: Taking responsibility for project deliverables and acting as an escalation point implies a culture of ownership.

• Efficiency & Accuracy: Excelling in a fast-paced, multi-tasking environment requires a commitment to both speed and precision.

• Innovation: As a fintech company, Webull likely values innovative thinking and the development of new products and features.

Collaboration Style:

• Cross-Functional Integration: The role is inherently cross-functional, requiring seamless collaboration with product, engineering, and other business units.

• Proactive Communication: An open and proactive communication style is essential for managing stakeholder expectations and resolving issues.

• Team Leadership: Demonstrated ability to lead and influence teams, even without direct reporting authority, is key.

📝 Enhancement Note: The company culture appears to be dynamic, collaborative, and focused on driving innovation within the fintech space. The values emphasize teamwork, continuous learning, and high performance, which are critical for success in a fast-paced environment like Webull.

⚡ Challenges & Growth Opportunities

Challenges:

• Fast-Paced Environment: Adapting to shifting priorities and managing multiple projects simultaneously in a dynamic fintech setting.

• Cross-Functional Dependencies: Navigating complex relationships and potential conflicts across diverse teams to ensure project alignment and timely delivery.

• Defining Scope & Requirements: Effectively eliciting and documenting clear, concise business requirements from various stakeholders with potentially differing perspectives.

• Balancing Speed and Quality: Ensuring projects are delivered on time without compromising quality or thoroughness, especially in a regulated industry like finance.

Learning & Development Opportunities:

• Fintech Specialization: Gaining deep expertise in product development and project management within the rapidly evolving fintech industry.

• Strategic Project Leadership: Opportunities to lead high-impact projects that shape Webull's product offerings and platform capabilities.

• Mentorship: Learning from experienced leaders within the Product and Project Management teams.

• Professional Development: Access to tuition reimbursement for relevant courses and potential support for obtaining project management certifications.

📝 Enhancement Note: The challenges are typical of project management roles in high-growth tech companies, particularly in finance. The growth opportunities are framed around specialization, leadership, and continuous learning, offering a clear path for career advancement.

💡 Interview Preparation

Strategy Questions:

• "Describe a complex project you managed from concept to launch within the financial services industry. What was your specific role, what were the key challenges, and how did you ensure its success?"

• "How do you approach defining business requirements for a new product feature or platform enhancement? Walk me through your process."

• "Tell me about a time you had to manage conflicting priorities or stakeholder demands. How did you resolve the situation?"

• "How do you ensure effective communication and collaboration across diverse teams (e.g., Engineering, Product, Marketing)?"

• "Describe a situation where a project faced significant risks or issues. How did you identify them, and what steps did you take to mitigate them?" Company & Culture Questions:

• "What interests you about Webull and the fintech industry specifically?"

• "How do you contribute to a collaborative team environment, especially in an on-site setting?"

• "Describe your approach to continuous improvement and how you incorporate lessons learned from past projects."

• "How do you handle working under pressure in a fast-paced, multi-tasking environment?" Portfolio Presentation Strategy:

• Structure Your Case Studies: For each project, clearly outline the problem, your solution (your project management approach), the actions taken, and the results achieved (quantified).

• Highlight Your Role: Be specific about your contributions and decision-making processes.

• Emphasize Process: Showcase your project planning, risk management (RAID logs), communication strategies, and post-implementation review techniques.

• Connect to Product Strategy: Explain how your project management contributed to the overall product strategy and business objectives.

• Be Prepared for Q&A: Anticipate questions about your methods, challenges, and outcomes.

📝 Enhancement Note: The interview preparation advice focuses on demonstrating practical experience, strategic thinking, and cultural fit. Candidates should be ready to provide concrete examples and articulate their project management methodology clearly, with a particular emphasis on their contributions to product strategy and the financial services context.

📌 Application Steps

To apply for this operations position:

• Submit your application through the provided link on the Rippling ATS.

• Tailor Your Resume: Highlight your 5-7 years of project management experience within financial services, emphasizing roles in product development, platform enhancements, and operational efficiency. Use keywords from the job description such as "Project Management," "Product Strategy," "Financial Services," "Business Requirements," "RAID Logs," and "Stakeholder Management."

• Prepare Your Portfolio: Curate examples of key projects that showcase your ability to define requirements, build project plans, manage risks, and conduct post-implementation reviews. Be ready to discuss your role and the quantifiable impact of your work.

• Research Webull: Understand Webull's products, market position, and recent news. Familiarize yourself with their company mission and values to articulate your alignment during interviews.

• Practice Interview Responses: Prepare for behavioral and situational questions by using the STAR method (Situation, Task, Action, Result) and practicing your responses to the strategy and culture questions outlined above.

⚠️ 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.