Sr Financial Product Strategy Manager – HELOC & Mortgage

Location: San Francisco, United States; hybrid work model with in-office attendance required Tuesdays, Wednesdays, and Thursdays. Remote placement will not be considered. Primarily PT working hours. Travel to hirify.global offices or other locations may be required. Relocation is offered based on actual job level.

Salary: $156,000–$180,000 annual base salary, plus potential equity and annual bonus.

Company

hirify.global is a fintech bank offering focused financial products and digital, mobile-first experiences designed to help members make financial progress.

What you will do

• Own end-to-end performance of HELOC and embedded mortgage offerings, including traffic, conversion, approvals, funding, member satisfaction, and unit economics.
• Manage key mortgage and home equity partnerships, including SLAs, escalations, roadmap alignment, and business reviews.
• Design and prioritize experiments across targeting, placement, messaging, offer presentation, cross-sell, and lifecycle engagement.
• Define core KPIs, build operating dashboards, and translate analytics into recommendations for senior leadership.
• Develop compliant and scalable mortgage distribution models, procedures, scripts, playbooks, and controls with Legal, Compliance, Risk, Operations, and HR.
• Build business cases, provide roadmap input, and drive continuous improvements based on member feedback, complaints, and partner insights.

Requirements

• 6+ years of experience in financial services, including at least 5 years in mortgage, HELOC, home equity, or related home lending.
• Experience with embedded finance, partner-led, or white-label lending models.
• Strong program and project management experience leading complex cross-functional initiatives.
• Familiarity with mortgage and HELOC regulatory frameworks and collaboration with Legal and Compliance.
• Experience defining and managing KPIs and operating metrics, with strong communication and influencing skills.
• Bachelor’s degree or higher, or an equivalent combination of education and experience.

Nice to have

• Experience at a mortgage or HELOC broker, correspondent lender, or fintech home lending platform.
• NMLS license or experience working with licensed sales or operations teams.
• Experience launching or scaling embedded lending partnerships.
• Background building digital banking or lending journeys.

Culture & Benefits

• Hybrid work environment focused on in-person collaboration.
• Medical, dental, and vision plans for employees and families.
• 401(k) match and health and wellness programs.
• Flexible time off for salaried employees.
• Up to 16 weeks of paid parental leave.