The Role
The Director of Product & Market Strategy defines the market position of Agent IQ, conducts research on banking trends, and launches strategies to ensure successful product implementation and competitive advantage.
Summary Generated by Built In
Role DescriptionAt Agent IQ, we believe that the future of banking isn't just digital—it’s personal. We are building the world’s leading AI-powered relationship banking platform, helping banks and credit unions transform cold digital interactions into lasting human connections. Our solution is Built for Growth, Scaled by AI, and Driven by Relationships.As our Director of Product & Market Strategy, you will be the primary voice defining our market-winning narrative. You will sit at the intersection of product innovation and market demand, using deep research to steer our trajectory. Your mission is to articulate how our unique blend of Intelligent Engagement, Institutional Intelligence, and Agentic AI Automation provides the essential infrastructure for financial institutions to thrive in a digital-centric world.Responsibilities
- Market Synthesis & Research: Conduct rigorous primary and secondary research to stay ahead of the "Relationship Banking" curve. Identify how macro-trends in Agentic AI and digital transformation impact our Tier-1, Tier-2 and Tier-3 bank and credit union clients.
- Strategic Positioning & Messaging: Own the "Relationship-First" narrative. You will define the frameworks that differentiate Agent IQ from generic chatbots, focusing on our ability to augment—not replace—the personal banker.
- Competitive Intelligence (CI): Build and maintain the definitive playbook on the Fintech landscape. You will identify competitor gaps in Institutional Intelligence and ensure our sales team is equipped to win high-stakes enterprise deals.
- GTM Orchestration: Lead the strategic launch of new features. You will define the "market-back" requirements for MVPs and translate technical capabilities into outcome-oriented value propositions for C-suite buyers (CDOs, CMOs, and Heads of Retail).
- Voice of the Customer (VoC): Systematize feedback from the field. You will lead "strategic discovery" sessions with key financial stakeholders to validate our roadmap and uncover new growth levers.
- Economic Value Modeling: Create the ROI frameworks that prove how AI-powered engagement drives measurable growth, retention, and capital efficiency for our customers.
- Fintech Expertise: 8–12 years in Product Strategy, Market Research, or Product Marketing specifically within the Banking Tech or Credit Union sectors.
- The "Agentic AI" Pragmatic Visionary: A deep understanding of AI’s evolution from "simple automation" to "intelligent augmentation." You can articulate the value of AI in a way that builds trust in highly regulated environments today.
- Strategic Communication: A master storyteller who can take complex infrastructure—like secure, authenticated communication—and turn it into a compelling "human-centered" narrative.
- Research Mastery: Expert-level skills in qualitative and quantitative research. You are comfortable navigating the nuances of financial regulations (SOC 2, KYC, AML) and using them as a competitive moat.
- Analytical Rigor: Proven ability to build holistic business cases and ROI models for high-growth, venture-backed SaaS companies.
- Industry Fluency: Familiarity with the unique challenges of the U.S. banking and credit union landscape is highly preferred.
- Education: Bachelor’s degree in Finance, Marketing, or a related field; MBA or CFA is a significant plus.
- Scale with Purpose: Help financial institutions transition from "transactional" to "relational" using state-of-the-art AI.
- High-Visibility Impact: Work directly with leadership in a well-funded SaaS company that is defining the "Relationship Banking" category.
- Innovation-First: Be at the forefront of the Agentic AI revolution in one of the most stable and significant sectors of the global economy.
Skills Required
- 8-12 years in Product Strategy, Market Research, or Product Marketing
- Deep understanding of AI evolution in regulated environments
- Proven ability to build business cases and ROI models
- Expert-level skills in qualitative and quantitative research
- Bachelor's degree in Finance, Marketing, or related field; MBA or CFA preferred
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The Company
What We Do
Agent IQ’s mission is to make sure digital banking stays personal. For years, financial institutions have shifted their focus toward automation and self-service. This may be better for bottom lines, but it has removed the personal from the financial. Agent IQ gives institutions new ways to help clients optimize finances while staying connected to those who help make transactions happen -- no matter how or where banking happens. We believe that augmenting the human side of banking is a much better way forward than replacing the human altogether. This augmented intelligence applies a pragmatic application of state-of-the-art AI and machine learning and offers the promise of unprecedented scale while keeping the focus on human-to-human communication
