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Cross-Functional Equity Product

Guided a fintech platform through a strategy redesign, clarifying product, engineering, and design specializations, and establishing an operating model that supports rapid scale while preserving domain expertise and accountability.

#Cross-Functional Product Leadership Restructure for Fintech Scaling

Challenge

As growth accelerated, overlapping roles and blurred ownership slowed delivery across the equity-management stack. Leadership needed a clear specialization framework before headcount doubled.

Strategy

  • Map the end-to-end product surface into core equity, liquidity, reporting, UX, AI enablement, and admin tools.
  • Define responsibility matrices (RACI) and career tracks for PMs, EMs, and designers in each domain.
  • Coach executives on cross-functional rituals that keep strategy, discovery, and delivery tightly aligned.

Execution

  1. Ran workshops to surface pain points and value streams, feeding a new product-area charter for each domain.
  2. Introduced dual-track agile: discovery squads feeding validated bets to delivery squads, with shared OKRs.
  3. Implemented a quarterly portfolio review—finance, product, engineering, and design leaders commit to scope and capacity in one forum.
  4. Developed onboarding playbooks so incoming leaders slot quickly into their specialization lane.

Outcomes

  • Cut cycle time for new liquidity features by 32 %, thanks to focused, domain-specific squads.
  • Executive reviews dropped from 3 h to 45 min—decisions routed to the right domain leads.
  • Employee engagement survey showed a 25 % increase in role clarity and career-path confidence.
  • Key hires slotted into the refactored structure with <2 weeks ramp-up.

Key Capabilities Demonstrated

  • Executive coaching & org-design strategy
  • Product / engineering collaboration frameworks
  • Specialization models that scale without siloing