Launched AML, KYC, and sanctions screening compliance software product in the US from 0-1 in 9 months - 6 weeks ahead of original schedule, and surpassing quality metrics.

Roadmapped product features for initial launch and ongoing enhancements based on customer discovery into their frustrations and unmet needs with competitive products.

Created comprehensive product strategy by clarifying the product's value proposition, setting product vision, determining initial and subsequent target markets, assessing competitive landscape, and establishing clear goals to measure success.

Worked with cross-functional teams of front-end and back-end software engineers, UI/UX designers, sales, marketing, and solutions engineers to define product requirements for AML compliance and worked with other product managers to ensure a seamless integration with the existing fraud platform.

Created frameworks to help team understand differences between established fraud product and new AML product to align us to a cohesive plan, empowering them to be more autonomous and move faster.

Established key performance metrics focusing on usability; specifically time-on-task and navigation efficiency, for pre-launch features, as well as feature adoption rates after launch.

Cemented the closing of 5 AML deals totaling over $3MM in average annual revenue within the initial 4 months after launch by leading customer interactions, understanding their pain points and jobs to be done, then conducted demonstrations and deep dives into product functionality and integration options.

Prepared GTM team to engage customers in in-depth discussions by training them on the product features and how those features met customer needs and delivered value, enabling the team to achieve the same high bar they reached for the existing fraud solution.

Led product strategy and development for internal training and upskilling software platform for global onboarding and implementation team. Worked with cross-functional teams to establish product vision, define product requirements, coordinate resources across multiple internal groups, and guide the team through key milestones.

Increased key performance metric of external client satisfaction by 7% in the 3 months after initial product launch as measured by client surveys.

Conducted user research with implementation managers (internal customers) to understand pain-points and develop plans to build actionable plans to drive user engagement and increase adoption rates.

Defined and analyzed internal metrics to understand product acceptance (north star - adoption rate, secondary - user satisfaction) and counter-metric (time spent) to understand impact of the product on external client satisfaction.

Documented user stories, specifications, and product features into detailed work order to communicate across teams and build MVP requirements.

Communicated roadmap and progress to plan to Head of Global Onboarding (managing director in charge of 2,000 individuals) and her executive team monthly.

• Collaborated with clients to understand their financial needs, then provided solutions, advice, strategies, and investments to help them achieve their financial goals

• Monitored ever-changing market conditions and client needs to adjust individual financial strategies to ensure accuracy and relevance

• Used key metrics around risk and return to evaluate overall portfolio performance as well as individual components such as mutual funds, stocks, and bonds in order to make quarterly adjustments to individual strategies

• Defined and prioritized roadmap for a new AML Investigations Portal, targeting regulatory compliance and improved user satisfaction.

• Initial product launch met all regulatory deadlines and requirements while providing for an 18% increase in user efficiency and a 12% reduction in errors for over 1,800 end users.

• Led cross-functional collaboration with engineers, designers, data-owners, and end-users to clarify product requirements around UI, data integrity, and system performance.

• Partnered with UXR and QA teams to validate features against user needs, contributing to a successful product launch aligned with compliance goals.