Full-Time Principal, Product Strategy

Role Description

• Principal, Product Strategy will play a key role in supporting strategic initiatives across the Mortgage Solutions group.
• 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.

Responsibilities:

• Coordinate the capital allocation (Playbook) process for the Mortgage Solutions group.
• 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.
• 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.
• Support the Mortgage Solutions strategy by identifying white space opportunities.
• Collaborate with Product and Marketing teams to define Total Addressable Market (TAM).
• 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.
• Experience supporting capital planning, investment prioritization, or strategic resource allocation processes.
• Strong understanding of the mortgage industry landscape.
• 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.
• 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.

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