Principal Product Manager

Reposted 14 Days Ago
New York, NY
In-Office
150K-300K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Technical Product Manager will oversee Titan's wealth management systems, ensuring integrations, compliance, and operational workflows are efficient and reliable. Responsibilities include driving technical execution, managing custodial integrations, defining technical requirements, and collaborating with engineering and compliance teams.
Summary Generated by Built In

About Titan

Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan

For the right person, we believe Titan will be one of the most rewarding jobs they ever have.

  • Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.

  • Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.

  • Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.

  • Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).

  • Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.

  • World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.

Role Overview

We’re hiring a Principal Product Manager to own the systems, integrations, workflows, and infrastructure that power Titan’s wealth management platform.

This role sits at the intersection of product, engineering, operations, compliance, and data. You will ensure that Titan’s most critical technical foundations—from custodial integrations to portfolio management workflows to regulatory systems—are reliable, scalable, and built for speed.

This seat is deeply technical and execution-oriented. You’ll be responsible for ensuring our internal and client-facing systems work seamlessly end-to-end, enabling advisors, operations, and clients to trust Titan with their financial lives.

You’re scrappy, systematic, and comfortable translating complex financial requirements into clear technical specifications. You understand how the pipes, data, and rules behind wealth platforms actually work—and you get energy from making them work better.

What You’ll Do

Drive Technical Execution Across Critical Wealth Systems

  • Own and manage projects involving custodial integrations (e.g., Schwab, Fidelity), financial data aggregation, reconciliation workflows, and trading or portfolio management systems.

  • Define technical requirements and partner with engineering to build robust, compliant, scalable systems.

  • Ensure data accuracy by reviewing data models, API payloads, edge cases, and SQL queries.

Build & Maintain Titan’s Core Operational Infrastructure

  • Lead initiatives related to account onboarding, transfers, portfolio accounting, trade workflows, rebalancing, client reporting, and compliance-driven processes.

  • Work closely with wealth advisory, operations, and client services to understand bottlenecks and build solutions that streamline internal workflows.

Translate Regulatory Requirements Into Product & Engineering Specs

  • Partner with Titan’s compliance team to operationalize rules, disclosures, guardrails, and auditability into system logic.

  • Ensure product decisions align with SEC/FINRA/RIAs regulatory expectations.

Partner Closely With Design & Engineering

  • Keep teams aligned, unblocked, and shipping high-quality technical work quickly.

  • Drive clarity on system behavior, data flows, and execution risks.

Institutionalize Technical Rigor & Documentation

  • Develop clear technical documentation, process flows, and architectural considerations.
    Build repeatable workflows for integrating new custodians, market data providers, and internal systems.

Qualifications

Required

  • 5+ years managing technical or systems-heavy projects, ideally within Fintech or adjacent industry.

  • Ability to review data models, API schemas, and SQL queries for correctness.

  • Experience partnering with compliance to translate regulatory requirements into specifications and system behavior.

  • Working knowledge of AWS architectural patterns, security best practices, encryption, access controls, and disaster recovery.

  • Proven ability to coordinate across engineering, client services, operations, compliance, and external vendors.

  • Strong bias for action, high ownership, and comfort with low-structure environments.

Bonus

  • Familiarity with SQL for basic analysis.

  • Experience with scripting languages (e.g., TypeScript).

Prior experience at an RIA, custodian, or wealthtech platform.

Top Skills

APIs
AWS
SQL
Typescript
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The Company
New York, New York
428 Employees

What We Do

Titan is an award-winning wealth management firm reimagining how ambitious, high-earning professionals manage and experience their wealth. Headquartered in New York City's Greenwich Village, we're building the Wall Street firm of the future.

We exist for those who push boundaries, redefine success, and drive society forward. While our members are center stage, reshaping industries and creating the future, we're their wealth team behind the scenes, obsessing over their financial wellbeing – so they don't have to.

By combining comprehensive wealth management with unique member benefits, our members have described us as the Amex of Wealth Management.

The vision? To build the last wealth platform this generation will ever need.

We're selective with who we choose to bring onto the team. If you're not just dreaming of the future, but actively creating it, you belong with us. We'd love to meet you.

Disclosures:
Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Brokerage services are provided to Titan Advisory Clients (“Clients”) by Titan Global Technologies LLC and Apex Clearing Corporation, both SEC-registered broker-dealers.

The description of Titan as ‘the Amex of Wealth Management’ is an opinion expressed independently by clients in September 2024, referring to our membership benefits. The clients were not paid by Titan. The statement does not imply any official endorsement or affiliation, nor is it representative of all client opinions. All statements are for informational purposes only.

All investing involves risk. Not investing advice, no guarantee of future results. See disclosures at titan.com/disclosures.

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