Description review
Product Manager - Broker Relationships
StarCompliance · Remote - East Coast · back to the listing
HR standards
63/100
needs work
Title ↔ description
70/100
solid
Reads as
Product Manager
98% confident
What this role officially is
ICT product manager — ESCO, the EU occupation classification
ICT product managers analyse and define current and target status for ICT products, services or solutions. They estimate the cost effectiveness, points of risk, opportunities, strengths and weaknesses of products or services provided. ICT product managers create structured plans and establish time scales and milestones, ensuring optimisation of activities and resources.
Also known as: IT product manager, IT products manager, ICT product managers, ICT products manager, ICT products managers
How others title the same work
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- Product Lead, Connect Stripe
- Product Manager - Compliance, Bridge Stripe
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Startups
- Technical Product Manager Careforce
- Product Manager Agave
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What the listing never says
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
Manager - Broker Account Monitoring
The manager works with Customers (existing and new), Brokers, aggregators and the operational, product and data teams at Star to streamline and optimize
· Broker Data Feed activation
· Feed data quality
· Account activation/de-activation
· Data ingestion monitoring and issue resolution
The position works cross functionally to ensure frictionless implementations, ongoing optimization and effortless maintenance of integrations to ingest transactions and holdings across asset classes. The objective is to transform broker account monitoring from an operating requirement to a meaningful competitive differentiator
Product
Product: The manager will curate broker account integration and connectness as a product, collaborating with the other PM’s to build product features that eliminate friction and effort to the Customer in establishing feeds, managing feed health, reducing mismatch in the processing and bringing processes such as account activation/de-activation into the product. This extends to better enabling both employees and relatives subject to monitoring and to minimizing the effort required by the compliance team to maintain.
Customers:
Work with customers (Existing and New) to develop optimal mix of broker feed data among 1) Direct Feeds, 2) Aggregators and 3) SDE
Develop the market positioning and differentiation of Broker Management, represent the value proposition during the sales process
Work to expand direct broker relationships and/or aggregator account availability to meet new customer needs during initial sale
Work with RMs and SSEs on cadence, touchpoints and communications to maintain performance and optimal mix for customers over time. Taking part in sales process and customer QBRs re: optimization, opportunities, performance, issues, requests
Data Team:
Collaborate on feed optimization and onboarding of new customers
Work with Data Team on monitoring and continued development and performance of monitoring system of broker and feed performance. Ensure our internal tools serve and
evolve to support the overall mission of the Broker Management program across all facets – Direct Feeds, Aggregators and SDE
Owning, maintaining, expanding the Broker Information section of Star Tools to document contacts, procedures and policies of each direct broker feed.
Services:
Document and update broker feed setup requirements for each broker feed (playbooks) for PS team to utilize during customer implementation
Brokers:
Proactively target and establish relationships to expand the quantity and quality of direct broker relationships
Establish and maintain criteria for Star Preferred Brokers. Monitor performance for maintaining status. Promote and recruit new members.
Work with Data Team on new feed setup
Routinely connect with existing brokers to bolster relationships, motivate performance and ensure up to date documentation of feed processes and account availability.
Marketing:
Ensure Star Preferred Brokers have ample opportunity to take part in Star promotions, events, articles, webinars etc. to increase access to Star customer base.
Aggregators:
Routinely connect with and evaluate current and aggregators to bolster relationships, motivate performance and ensure optimal terms and account availability.
SDE Team:
Perform routine audits to determine if any existing SDE accounts can be moved proactively up the hierarchy (optimizing) to Aggregator or Direct Feeds. Manage the process of optimization and reporting out to the customer.
This is a senior level role.
Skills and Experience
•
Experience within financial services, regtech, compliance, surveillance, or similarly regulated domains.
•
Strong commercial instincts — the ability to connect technical investment to customer value and business outcomes.
• Experience of SaaS sales and an understanding of SaaS industry standards and sales approaches
• Familiarity with compliance-led buying cycles influenced by regulatory pressure, risk mitigation and audit requirements.
Integrity and Ethics
All StarCompliance employees are expected to commit to a high standard of personal integrity and carry out their responsibilities in an ethical manner.
The manager works with Customers (existing and new), Brokers, aggregators and the operational, product and data teams at Star to streamline and optimize
· Broker Data Feed activation
· Feed data quality
· Account activation/de-activation
· Data ingestion monitoring and issue resolution
The position works cross functionally to ensure frictionless implementations, ongoing optimization and effortless maintenance of integrations to ingest transactions and holdings across asset classes. The objective is to transform broker account monitoring from an operating requirement to a meaningful competitive differentiator
Product
Product: The manager will curate broker account integration and connectness as a product, collaborating with the other PM’s to build product features that eliminate friction and effort to the Customer in establishing feeds, managing feed health, reducing mismatch in the processing and bringing processes such as account activation/de-activation into the product. This extends to better enabling both employees and relatives subject to monitoring and to minimizing the effort required by the compliance team to maintain.
Customers:
Work with customers (Existing and New) to develop optimal mix of broker feed data among 1) Direct Feeds, 2) Aggregators and 3) SDE
Develop the market positioning and differentiation of Broker Management, represent the value proposition during the sales process
Work to expand direct broker relationships and/or aggregator account availability to meet new customer needs during initial sale
Work with RMs and SSEs on cadence, touchpoints and communications to maintain performance and optimal mix for customers over time. Taking part in sales process and customer QBRs re: optimization, opportunities, performance, issues, requests
Data Team:
Collaborate on feed optimization and onboarding of new customers
Work with Data Team on monitoring and continued development and performance of monitoring system of broker and feed performance. Ensure our internal tools serve and
evolve to support the overall mission of the Broker Management program across all facets – Direct Feeds, Aggregators and SDE
Owning, maintaining, expanding the Broker Information section of Star Tools to document contacts, procedures and policies of each direct broker feed.
Services:
Document and update broker feed setup requirements for each broker feed (playbooks) for PS team to utilize during customer implementation
Brokers:
Proactively target and establish relationships to expand the quantity and quality of direct broker relationships
Establish and maintain criteria for Star Preferred Brokers. Monitor performance for maintaining status. Promote and recruit new members.
Work with Data Team on new feed setup
Routinely connect with existing brokers to bolster relationships, motivate performance and ensure up to date documentation of feed processes and account availability.
Marketing:
Ensure Star Preferred Brokers have ample opportunity to take part in Star promotions, events, articles, webinars etc. to increase access to Star customer base.
Aggregators:
Routinely connect with and evaluate current and aggregators to bolster relationships, motivate performance and ensure optimal terms and account availability.
SDE Team:
Perform routine audits to determine if any existing SDE accounts can be moved proactively up the hierarchy (optimizing) to Aggregator or Direct Feeds. Manage the process of optimization and reporting out to the customer.
This is a senior level role.
Skills and Experience
•
Experience within financial services, regtech, compliance, surveillance, or similarly regulated domains.
•
Strong commercial instincts — the ability to connect technical investment to customer value and business outcomes.
• Experience of SaaS sales and an understanding of SaaS industry standards and sales approaches
• Familiarity with compliance-led buying cycles influenced by regulatory pressure, risk mitigation and audit requirements.
Integrity and Ethics
All StarCompliance employees are expected to commit to a high standard of personal integrity and carry out their responsibilities in an ethical manner.