Staff Product Manager, Equity Foundations

About the Role:

As a Staff Product Manager (reporting into the Head of Product) your job is to help us make equity work for our customers. Your primary focus will be to scale the most foundational parts of our platform as we expand across new markets globally and move upmarket to serve the largest public businesses: equity types, transactions, calculations and trading integrations for public companies. You will balance simplicity and flexibility while ensuring data accuracy and driving adoption of these core components through our customers and other teams.

At Ledgy you will:

• Define the vision and strategy for the heart of our product (transactions & effects, equity types, trading), in collaboration with product and engineering leadership
• Define, plan, and execute a roadmap to bring our equity and cap table management to the next level so that finance and legal teams can trust their equity data is accurate and compliant
• Run discovery to develop deep expertise in equity structures across Ledgy's core markets
• Collaborate with product leadership on strategy, balancing enterprise delivery milestones with longer-term platform investments
• Partner with Design, Engineering, and SMEs to write clear specifications and manage delivery in an agile setting
• Contribute to Ledgy's PM best practices, and model high AI fluency, using AI tools to move faster and work smarter across research, documentation, and delivery
• Define and track success metrics for your team's initiatives, balancing enterprise delivery milestones with broader product KPIs

In the first 30 days:

• Be paired with an onboarding buddy who will introduce you to the world of equity management as well as the whole Ledgy team
• Get to know the Equity Foundations team engineers, design and domain experts
• Understand the complexity, breadth and depth of Ledgy as a platform
• Watch call recordings, shadow customer & prospect calls and get in front of your first real customer
• Start contributing to roadmap discussions with guidance from team members

In the first 60 days:

• Develop a deep understanding of the regulatory and business requirements our customers face, including those around trading and brokerage integrations
• Fully master Ledgy's value proposition, understand our product capabilities and competitive landscape
• Understand the data models and key architectural patterns that power Ledgy and their dependencies
• Take ownership of key features and product initiatives
• Lead sprint planning and collaborate on technical specifications

In the first 90 days:

• Help shape the technical and product direction of our core product
• Create a vision to power the evolution of our platform to support enterprise-scale customers with a global footprint that balances simplicity and flexibility while ensuring data accuracy
• Engaged with our integration partners and run RFPs to find new ones that helps expand our coverage across markets (e.g. new brokers or payment processors)
• Contribute to PM best practices

The job is a great fit if you:

• Have a minimum of 8+ years of product management experience, ideally in B2B SaaS with significant time spent in enterprise-facing roles
• Understand financial systems and compliance frameworks
• Have scaled complex products across jurisdictions in regulated or compliance heavy spaces (e.g. banking, payroll, etc). You don’t shy away from detailed legal documentation and specs
• Are a fast learner and have a strong technical understanding and passion to solve deep problems
• Think horizontally, can easily spot dependencies and seek opportunities to improve the platform holistically
• Experience owning third-party integrations (APIs, partner platforms, broker connectivity)
• Are genuinely excited about startups: you move fast, adapt quickly, and bring energy and ownership to your work even when things are ambiguous
• Are well-versed in AI tools and apply them actively to increase your speed and the quality of your output. You're forward-thinking about how AI changes the way PMs work
• Have a strong sense of accountability, ownership and outstanding solution focus
• Have excellent communication skills, both written & verbal, and in the room with senior enterprise stakeholders; fluent in English

Nice to Haves:

• Background in financial services, fintech, or wealth management
• Prior experience with equity management, trading, brokerage, or capital markets platforms
• Technical background, e.g. Masters in Engineering etc
• Previously worked as a PM in a horizontal / platform-adjacent type of team