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Product Manager, Accounts

May 26, 2026

<div class="content-intro">Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our <a href="https://alpaca.markets/blog/alpaca-raises-150-million-at-a-1-15b-valuation-to-build-the-global-standard-for-brokerage-infrastructure/">recent Series D funding round</a> brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.</div>Your Role: We’re seeking a Product Manager, Accounts to own one core sub-surface of Alpaca’s brokerage accounts domain end-to-end - KYC / identity verification, an account type (entity / joint / custodial / trust), sub-accounts / multi-accounts, or IRA cross-work. Partners and developers are your primary customers; you ship API-driven account capabilities that they actually adopt. This role sits at the intersection of regulated product execution and developer experience. You’ll go deep on one part of the accounts stack, shipping at production cadence in parallel with compliance and legal. You’ll work closely with engineering, broker-dealer operations, compliance, legal, partnerships, and the other PMs in the accounts area. Success is measured by partner adoption and production usage of your surface - not by ship dates or volume of documentation alone. Things You Get To Do <ul> <li>Own one core accounts sub-surface end-to-end (KYC / identity verification, account types, sub-accounts / multi-accounts, or IRA cross-work) - drive prioritization, API design, and rollout inside your surface.</li> <li>Run discovery with partners and prospects against real integration constraints, translate findings into a sequenced backlog for your surface, and push back on requests that don’t fit the platform without over-promising.</li> <li>Ship to production at the cadence of a high-growth platform - write clear PRDs, align with engineering on API contracts, and produce documentation partners can implement against.</li> <li>Partner with compliance and legal on product decisions that touch licensing, KYC / AML, identity verification, and account-model design - comfortable shipping in parallel with them in a regulated environment.</li> <li>Improve operational efficiency in your surface - exception handling, partner-facing tooling, automation of repetitive ops - and own the metrics.</li> <li>Track adoption beyond GA - onboarding funnel health, API adoption, time-to-first-funded-account, verification pass rates, partner-reported blockers - and iterate on docs, SDK ergonomics, and rollout sequencing until your surface is actually being adopted.</li> <li>Report timely and accurately on product status and results to internal and external stakeholders, including partners.</li> </ul> Who You Are (Must-Haves) <ul> <li>5+ years of experience in Product Management, Engineering, Consulting, or starting a startup - preferably in brokerage, fintech, payments, or identity / accounts infrastructure.</li> <li>Demonstrated depth on at least one accounts surface - KYC / identity verification, account types, sub-accounts / multi-accounts, or IRA - shipped to production scale.</li> <li>Experience shipping B2B / developer-facing products: SDKs, APIs, partner integrations where developers and partners are the primary customer, not just end users.</li> <li>Comfort shipping in parallel with compliance and legal in a regulated environment.</li> <li>Experience analyzing data using SQL and a relevant BI tool.</li> <li>Bachelor’s degree in computer science, engineering, finance, or equivalent.</li> <li>Business acumen to weigh stakeholder, tech feasibility, time, and budget tradeoffs.</li> </ul> Who You Might Be (Nice-to-Haves) <ul> <li>Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents.</li> <li>Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream.</li> <li>Experience with US accounts / identity regulatory frameworks - FINRA KYC / AML, FATCA, IRS entity rules, OFAC screening.</li> <li>Experience with US retirement accounts (e.g., IRA ecosystem, rollovers) and/or non-US registered / tax-advantaged account types.</li> <li>Experience unifying fragmented account or identity stacks behind consistent APIs and data models.</li> <li>Background in broker-dealer operations (exceptions queues, document review, account maintenance) and automation opportunities.</li> <li>AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping.</li> </ul><div class="content-conclusion"><h3>How We Take Care of You:</h3> <ul> <li style="font-weight: 400; text-align: justify;">Competitive Salary & Stock Options</li> <li style="text-align: justify;">Health Benefits</li> <li style="font-weight: 400; text-align: justify;">New Hire Home-Office Setup: One-time USD $500</li> <li style="font-weight: 400; text-align: justify;">Monthly Stipend: USD $150 per month via a Brex Card</li> </ul> Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. <a href="https://files.alpaca.markets/disclosures/AlpacaRecruitmentPrivacyPolicy.pdf">Recruitment Privacy Policy</a></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...