Director, Product Management – Digital Engagement
About the role
We are seeking a Director of Product Management, Digital Engagement to lead the strategy, roadmap, and execution of engagement-driving experiences across the Happen Bank app and member ecosystem.
Responsibilities
- Develop and champion a clear vision for Digital Engagement across Happen Bank's member experience
- Define an outcome-driven roadmap that increases engagement, builds daily value for members, and strengthens long-term relationships
- Partner with leaders across Product, Marketing, Credit, and Risk to align engagement strategy with company priorities
- Ensure product investments are prioritized based on expected impact, data, and clear tradeoffs
- Lead teams to deeply understand member financial behaviors through qualitative and quantitative research
- Guide the design and execution of experiments such as A/B tests, feature trials, and behavioral interventions to validate product hypotheses
- Work closely with Data Science and Research teams to define success metrics and measure behavioral outcomes
- Build a culture of rapid learning and evidence-based product decisions
- Oversee strategies involving account aggregation (with providers like Plaid, MX, Finicity, etc.), financial data insights, and personalized guidance experiences
- Translate complex data capabilities—classification, enrichment, categorization, insight generation—into meaningful customer features
- Identify opportunities to combine Happen Bank’s proprietary data with aggregated financial data to deliver differentiated member insights
- Influence platform investments that support personalization, experimentation, and scalable engagement services
- Deliver product experiences that measurably improve activation, weekly/monthly engagement, financial health outcomes, and retention
- Partner closely with Engineering and Design to balance speed, quality, scalability, and compliance requirements
- Ensure teams use behavioral, business, and product metrics to continuously improve product experiences
- Lead, hire, and develop a high-performing product team focused on digital engagement
- Build a culture of accountability, curiosity, and customer advocacy
- Develop product leaders who think strategically, execute effectively, and collaborate across functions
- Cross-functionally lead the product for Digital Engagement across the company
- Serve as the product leader for Digital Engagement across the company
- Build strong partnerships with Engineering, Design, Data, Credit and Risk, and Marketing
- Communicate product vision, progress, and insights clearly to senior and executive stakeholders
- Influence cross-functional priorities that support mobile-first engagement and personalized financial experiences
Requirements
10+ years of product management experience, including 8+ years in people management
Experience building consumer technology products that drive engagement, habit formation, or recurring usage
Strong background in fintech, financial services, or similarly complex and regulated environments
Experience building products across multiple stages of maturity. This includes 0 to 1 exploration, growth and scaling, and products used by millions
Comfortable operating both strategically and hands-on with product teams. This includes shaping specs, reviewing designs, and guiding experiments when needed
Experience working with financial data, aggregation platforms such as Plaid, Finicity, or MX, or similar ecosystems is a strong plus
Active engagement with AI tools, especially as it relates to product development
Excellent communicator who can align teams and influence senior leaders with clarity and credibility
Proven ability to hire, coach, and scale strong product teams
Curious and experimental mindset. Comfortable learning quickly, testing ideas, and adapting direction based on evidence
Bachelor's degree or higher, or equivalent combination of education and experience
Work Location: San Francisco
Time Zone Requirements: Primarily PT
Travel Requirements: As needed