OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.
We are seeking a Technical Product Manager with hands-on experience in trading workflows and reconciliation. You will own the strategy, development, and execution of OneVest’s trading infrastructure, ensuring seamless order execution, settlement, and transaction reconciliation across multiple custodians. Your work will drive automation, accuracy, and compliance in a high-scale financial platform.If you’ve built an equity engine, designed trading workflows, or led financial reconciliation products, we want to hear from you.
What You’ll Be Doing:
Trading & Reconciliation Strategy
- Own the end-to-end trading and reconciliation product lifecycle—defining the vision, strategy, and execution roadmap.
- Design and optimize order execution, settlement, and transaction reconciliation across custodians.
- Improve data integrity and automation, reducing manual intervention in reconciliation and exception handling.
Trading Engine & Execution
- Drive the development of scalable trading infrastructure, ensuring efficient and accurate trade execution.
- Work closely with engineering and custodians to build integrations for order routing, trade confirmation, and settlement processing.
- Optimize the platform for multi-asset class trading, ensuring smooth workflows for equities, ETFs, fixed income, and other securities.
Financial Data & Custodian Integrations
- Work with custodian APIs, financial data pipelines, and market data providers to ensure real-time, high-fidelity transaction data.
- Automate position reconciliation, corporate actions processing, and account-level trade matching.
- Build scalable data pipelines that enhance transparency and accuracy in reporting.
Compliance & Regulatory Alignment
- Ensure trading workflows adhere to regulatory standards and industry best practices in order management and reconciliation.
- Stay ahead of compliance and risk requirements in wealth management, working with operations and compliance teams to implement robust solutions.
User Experience & Automation
- Improve trading dashboard experiences for advisors and internal operations teams.
- Lead the design of exception handling and alerting systems, ensuring fast issue resolution and operational efficiency.
- Use data-driven insights to drive optimizations in trading, reconciliation, and settlement processes.
Must Haves:
- Bachelor’s degree in business, engineering, or a related field.
- 5+ years of experience in product management within financial technology, wealth management, or trading platforms.
- Strong knowledge of equity trading, reconciliation workflows, and order execution processes.
- Experience working with trading engines, order management systems (OMS), and financial data reconciliation.
- Familiarity with custodian integrations, settlement processes, and regulatory requirements.
- Proven track record of building scalable, automation-driven financial technology products.
- Ability to work cross-functionally with engineering, compliance, and operations teams to deliver high-quality solutions.
- Exceptional problem-solving skills, with a data-driven and automation-first mindset.
- Exceptional communication and leadership skills, with a demonstrated ability to collaborate across teams.
- Experience managing product development in an agile, fast-paced startup environment.
What It’s Like To Work With Us:
- Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too!
- Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- Flexibility: A flexible & hybrid working environment
- Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Equity: Employee Stock Option Purchase Plan
Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. At OneVest, we're dedicated to building a diverse, inclusive, and authentic workplace. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.
