Product Strategist - Commercial Payments & Cash Management

New York City, NY
Strategy – Financial Products
You will design and launch payments, cash storage and money movement products to support Carta’s customers, which include businesses, funds and LPs.

In this role, you’ll work with Carta’s Head of Financial Products to define the financial product roadmap, design and launch cash storage, money movement and payment products.


    • Act as a key product expert for payments, cash management and/or money movement products
    • Define and maintain long term architecture/roadmap with 12-24 month outlook
    • Act as liaison between multiple groups (i.e., Product, Engineering, Marketing, Sales, Strategy + Channel) with focus on evaluating competing products and services and providing teams with recommendations for product roadmaps and go-to-market strategies
    • Conduct in-depth market analysis and develop competitive intelligence to identify key white-spaces and/or partnerships and M&A opportunity for Carta
    • Work with PMs and Engineers to define technical strategy and capabilities required to meet business vision
    • Bring a deep understanding of customer experience, platforms, applications, tools and data analytics
    • Review technical and functional solution designs to determine viability and relevance to business goals
    • Help architect appropriate legal & financial framework for underlying products and services
    • Influence leadership through strong communication of technology strategies and tradeoffs
    • Develop products and services with operation and service process that take into account the appropriate level of risk and compliance requirements for the business
    • Work with product and user teams to develop product documentation and FAQs for customer facing teams


    • 8+ years experience in product management with focus on treasury management and/or payments and cash management products
    • Experience in working on product roles in a high-growth company
    • Strong understanding of market and technology landscape in payments, money movement for businesses
    • Managed a product roadmap OR carried P&L/business management responsibilities in this space
    • Experience with/enjoy working in a dynamic, high-growth environment with fast-paced, multi-disciplinary teams
    • Experience in commercial banking, payments, treasury, deposits, cash management or institutional finance products will be an asset


    • B.S. or M.S. in a quantitative field
Carta is creating the ownership network that maps the world's assets. Check out who we are and how we work here.

At Carta we want to create an environment for Carta's owners - you - to do your best work, by offering competitive benefits and perks:

We are committed to WELLNESS:
- Health, dental, vision, and life insurance
- Competitive PTO and unlimited sick time

We are committed to INVESTING IN YOUR FUTURE:
- 401k matching program

- Commuter benefits
- Catered lunch and unlimited snacks
- Cell phone stipend

We are committed to LIFELONG LEARNING:
- Unlimited reimbursement for work related books
- Fast paced work environment geared towards professional growth

Carta is backed by many of the best investors in the world, including Social Capital (Slack, Intercom, Box), Union Square Ventures (Twitter, Twilio, Coinbase), Menlo Ventures (Uber, Warby Parker),  Spark Capital (Oculus VR, Slack, Cruise Automation), Meritech Capital (GoFundMe, Looker, Snowflake), and Tribe Capital.