Product Manager, Onboarding

OpenFX; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and benefits

Equity in a growing company

Opportunity for professional growth

Job summary

OpenFX in Miami is seeking a Product Manager for Onboarding to enhance client experiences. You will oversee the onboarding journey, ensuring smooth transitions for various client types as they become trading clients on the platform.

The ideal candidate has 3 to 5 years of Product Management experience in B2B settings, a strong understanding of compliance needs, and the ability to coordinate cross-functional efforts. Join us to make a significant impact in the fintech space.

Qualifications

• 3 to 5 years of Product Management experience in B2B or institutional products.
• Fluent in compliance and institutional client processes.
• Experience with global products operating across various regulations.

Responsibilities

• Own and design the onboarding journey for diverse client types.
• Measure and improve the time-to-first-transaction metric.
• Collaborate with compliance for an efficient data collection process.
• Manage onboarding across all OpenFX products and ensure effective client communication.

Skills

Product Management experience

Compliance and Institutional Client Fluency

Global Product Experience

Data Ownership

Cross-Functional Execution

Financial Services or Fintech Experience

Job description

About Us

OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team comes with experience in companies like J.P. Morgan, Goldman Sachs, FalconX, Paypal, Affim, Polygon, Kraken, Nium & others. We’re backed by Accel, Lightspeed, NfX and other top-tier investors.

Role Overview

We are seeking a Product Manager, Onboarding to own the client onboarding experience end-to-end and act as the architect of how global institutions, corporates, and high-growth companies become live, trading clients on the OpenFX platform. We have built a world-class financial engine. Now we need an onboarding experience that matches it. This is a foundational role where you will own the onboarding ecosystem from the ground up: designing client journey flows by segment, enabling clients to reach “ready to trade” across every product and corridor, and directly influencing how quickly clients go from first touch to first transaction.

Key Responsibilities

• Own the Onboarding Journey Architecture by Segment
  • Design and maintain the onboarding flows for every client type: direct institution, API developer, and channel partner. You define the stages, gates, required inputs, and handoff criteria, and own the segmentation logic that routes clients to the right flow based on product and corridor.
• Own Time-to-First-Transaction as the North Star
  • TTFT is your scorecard, measured per product and per corridor. You instrument where clients stall, identify where time is lost, and drive cross-functional work to remove it.
• Own the Compliance Data Collection Experience
  • You own the client-facing UX, data collection flows, and document submission experience that gets a client to the point where they have submitted everything needed. You work closely with the compliance team to ensure the experience is built around their requirements.
• Own Multi-Product Onboarding Across the Full OpenFX Suite
  • Every product OpenFX ships, a client onboards through your product. You own the conditional journey logic, gate criteria, and milestones that define "onboarded" for each product line.
• Own the Onboarding Communication Layer
  • You own the lifecycle communication system that keeps clients moving toward first trade: automated nudges, an in-product progress checklist, and specific guidance tailored to each requirement in the journey.
• Own ongoing onboarding discovery
  • Maintain a regular cadence of client interviews, data analysis, and hypothesis testing that continuously identifies friction points and validates interventions.

What we are looking for

Must-haves

• 3 to 5 years of Product Management experience: You have owned an onboarding or activation funnel for a B2B or institutional product and can point to the drop-off you identified, the intervention you built, and the number that moved.
• Compliance and Institutional Client Fluency: You have a working understanding of AML, KYC, and KYB requirements for institutional clients and can translate them into product decisions in close collaboration with a compliance team.
• Global Product Experience: You have worked on a product that operates across multiple countries with distinct regulatory requirements.
• Data Ownership: You instrument your own funnel, identify where clients stall, size the opportunity, and prioritize without waiting for someone else to hand you the analysis.
• Cross-Functional Execution: You have shipped in environments where Legal/Compliance, Operations, and GTM needed to move on the same timeline.
• Financial Services or Fintech Context: You have worked on payments, FX, banking, or digital asset products where regulatory requirements were a first-class constraint.

What helps you stand out

• API-First Product Experience: Familiarity with API-first B2B products and developer onboarding flows.
• Experimentation: Experience running A/B tests on onboarding or activation flows and making decisions backed by data.
• Verification Vendor Experience: Exposure to identity and business verification vendors.

What We Offer

• Competitive salary and benefits package.
• Equity in a rapidly growing company.
• Opportunity to work in a fast-paced startup at the forefront of fintech innovation.
• Opportunity to make a significant impact on global financial infrastructure.
• Collaborative work culture with emphasis on personal and professional growth.

We are committed to building a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.