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Role Description
Principal, Product Strategy will play a key role in supporting strategic initiatives across the Mortgage Solutions group, including managing the division’s capital allocation process—referred to as the Playbook Process—and leading efforts in competitive and market intelligence. This role requires a strong analytical mindset, strategic thinking, and the ability to collaborate across product, finance, marketing, and executive teams.
- Coordinate the capital allocation (Playbook) process for the Mortgage Solutions group, ensuring initiatives are aligned to strategic goals and tracked against performance.
- Partner with Finance, Product, and Solution Owners to gather inputs, assess business cases, and support prioritization decisions.
- Develop and maintain reporting tools and frameworks to evaluate strategic investments and identify potential resource shifts.
- Build and manage a comprehensive competitive intelligence program, providing actionable insights to inform product strategy, sales enablement, and go-to-market plans.
- Conduct market research and synthesize findings on trends, customer needs, regulatory shifts, and industry developments.
- Create and maintain competitor profiles, SWOT analyses, and benchmarking reports to support Solution Owners and the Senior Leadership Team.
- Support the Mortgage Solutions strategy by identifying white space opportunities and analyzing new and adjacent markets.
- Collaborate with Product and Marketing teams to define Total Addressable Market (TAM), evaluate solution fit, and assess market entry strategies.
- Track and report on key metrics to assess product-market alignment and solution performance over time.
- Act as a liaison between Product Strategy and key functions including Product Management, Marketing, Sales, and Finance.
- Contribute to the preparation of strategic presentations, business reviews, and planning sessions.
- Support industry partnership efforts by coordinating research, relationship insights, and strategy alignment.
Qualifications
- Bachelor’s Degree in Business, Finance, Marketing, Strategy, related field or equivalent work experience; MBA or relevant graduate degree is a plus.
- 7+ years of experience in product strategy, business analysis, or strategic planning—preferably within the mortgage, financial services, information services, or technology sectors.
- Experience supporting capital planning, investment prioritization, or strategic resource allocation processes.
- Strong understanding of the mortgage industry landscape, including lenders, GSEs, fintech players, and B2B service providers.
- Proven ability to synthesize complex information into executive-ready insights and recommendations.
Requirements
- Exceptional analytical and research skills; proficiency with tools such as Excel, PowerPoint, Tableau, or similar.
- Strong written and verbal communication skills, with an ability to influence and collaborate across levels.
- Highly organized, with a strong attention to detail and ability to manage multiple priorities.
- Comfortable working in a matrixed environment and driving initiatives without direct authority.
- Strong business acumen and a proactive, solutions-oriented mindset.
Benefits
- Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
- Up to 16 weeks of fully paid parental leave and a baby stipend.
- Multiple medical plan options with mental health and wellness support offerings.
- 401(k) with company match and vesting after one year.
- $400 annual well-being stipend and tuition assistance up to $5,250.
- Recognition Rewards, Referral bonuses, exclusive discounts and more!
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