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Trading Product Strategist

| Greater NYC Area

EquiLend is seeking a Securities Lending Trading Product Strategist to work with our clients to develop a strong understanding of their business needs and identify potential technological solutions for existing product lines and also new offerings.

As a Product Strategist, you will work closely with clients, the Trading Product Owner and Scrum Teams to execute projects from inception through production release. This individual will be hands on and function in a Subject Matter Expert (SME) role to help guide the product development process. 


  • Develop and maintain excellent business relationships across our client base
  • Assist in identifying product opportunities, and writing up business cases, including ROI modeling, and high level revenue/cost analysis
  • Obtain detailed client product feedback and assist the product owner and various team members in the software development lifecycle to incorporate the feedback whenever relevant and appropriate
  • Establish and facilitate client working group meetings for product related topics
  • Provide demonstrations, onboarding support, SME client training for the trading platform
  • Participate in business planning and development meetings on a regular basis
  • Lead and facilitate client meetings and internal discussions in order to define and prioritize business requirements
  • Dissect high-level information into details and communicate these details in a manner understood by relevant audiences
  • Plan, coordinate, and execute User Acceptance Tests with clients


  • Bachelor’s degree required
  • 5-7 years' of experience in the securities finance or financial services industry 
  • Knowledge of securities finance and capital markets a must
  • Strong grasp of technology and user experience a must
  • Self-motivated with the ability to prioritize tasks, meet deadlines and manage changing priorities
  • Strong analytical and problem solving skills internally and externally to help resolve issues
  • Experience in facilitating discussions with clients and internal teams
  • Demonstrates ability to build rapport and interact effectively with all levels and across all areas of the organization
  • Strong written and verbal communication skills, with attention to details and be meticulous on deliverables
  • Ability to practice good judgment and uphold strong work ethics is a must
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • JavaLanguages
    • JavascriptLanguages
    • PerlLanguages
    • PHPLanguages
    • PythonLanguages
    • SqlLanguages
    • FluxLibraries
    • jQueryLibraries
    • jQuery UILibraries
    • ExtJSLibraries
    • FlaskFrameworks
    • SpringFrameworks
    • TensorFlowFrameworks
    • OracleDatabases
    • TableauAnalytics
    • Toad for Oracle Analytics
    • AxureDesign
    • BalsamiqDesign
    • VisioDesign
    • VersionOneManagement
    • WordpressCMS
    • SalesforceCRM
    • Campaign MonitorEmail


225 Liberty Street, New York, NY 10281

An Insider's view of EquiLend

How would you describe the company’s work-life balance?

Having worked for EquiLend for over 7 years, the company's approach to having a work-life balance has also changed. The company has added more flexibility, which has motivated me to give more and go above and beyond for the company. I feel this approach suits my needs to be able to manage family life as well as being able to maintain a career.


Client Relationship Management- Europe

How has your career grown since starting at the company?

I began in Client Services where I gained the expertise to support the full-service offering. From there I stepped into a client-facing role expanding my skill set on the relationship management side of the business. As the company continues to innovate, I’ve been able to gain new skills and develop my position in the market as an industry expert.


Head of EquiLend Canada

How do you make yourself accessible to the rest of the team?

It’s simple. Sit on the floor next to everyone else! I also make it known that my virtual door is always open, even if I appear to be working intently on something. Collaboration is vital to the success of our business, and it doesn’t stop at the C-suite.



What unique initiatives do you have that encourage innovation?

Great ideas can come from anywhere in the organization. So employees of all disciplines are encouraged to participate in an annual innovation contest, where we hear directly from the people who drive EquiLend’s success on how to make our business better. Last year’s winning proposal was successfully released in a proof of concept beta test.



What are EquiLend Perks + Benefits

Volunteer in local community
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Dedicated Diversity/Inclusion Staff
Diversity manifesto
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Team workouts
EquiLend's team fitness initiatives include In-office yoga.
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
EquiLend hosts company outings quarterly.
Stocked Kitchen
Happy Hours
Happy hours are hosted on occasion.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
EquiLend hosts lunch and learn meetings once per month.
Mentorship program
Our mentorship program includes 1-to-1 program.
Online course subscriptions available
Paid industry certifications
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