Director of Product & Market Strategy

Role Description

At Agent IQ, we believe that the future of banking isn’t just digital—it’s personal. We are building the world’s leading AI-powered relationship banking platform, helping banks and credit unions transform cold digital interactions into lasting human connections. Our solution is Built for Growth, Scaled by AI, and Driven by Relationships.

As our Director of Product & Market Strategy, you will be the primary voice defining our market-winning narrative. You will sit at the intersection of product innovation and market demand, using deep research to steer our trajectory. Your mission is to articulate how our unique blend of Intelligent Engagement, Institutional Intelligence, and Agentic AI Automation provides the essential infrastructure for financial institutions to thrive in a digital-centric world.

Responsibilities

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Market Synthesis & Research: Conduct rigorous primary and secondary research to stay ahead of the “Relationship Banking” curve. Identify how macro-trends in Agentic AI and digital transformation impact our Tier-1, Tier-2 and Tier-3 bank and credit union clients.

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Strategic Positioning & Messaging: Own the “Relationship-First” narrative. You will define the frameworks that differentiate Agent IQ from generic chatbots, focusing on our ability to augment—not replace—the personal banker.

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Competitive Intelligence (CI): Build and maintain the definitive playbook on the Fintech landscape. You will identify competitor gaps in Institutional Intelligence and ensure our sales team is equipped to win high-stakes enterprise deals.

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GTM Orchestration: Lead the strategic launch of new features. You will define the “market-back” requirements for MVPs and translate technical capabilities into outcome-oriented value propositions for C-suite buyers (CDOs, CMOs, and Heads of Retail).

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Voice of the Customer (VoC): Systematize feedback from the field. You will lead “strategic discovery” sessions with key financial stakeholders to validate our roadmap and uncover new growth levers.

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Economic Value Modeling: Create the ROI frameworks that prove how AI-powered engagement drives measurable growth, retention, and capital efficiency for our customers.

Requirements

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Fintech Expertise: 8–12 years in Product Strategy, Market Research, or Product Marketing specifically within the Banking Tech or Credit Union sectors.

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The “Agentic AI” Pragmatic Visionary: A deep understanding of AI’s evolution from “simple automation” to “intelligent augmentation.” You can articulate the value of AI in a way that builds trust in highly regulated environments today.

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Strategic Communication: A master storyteller who can take complex infrastructure—like secure, authenticated communication—and turn it into a compelling “human-centered” narrative.

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Research Mastery: Expert-level skills in qualitative and quantitative research. You are comfortable navigating the nuances of financial regulations (SOC 2, KYC, AML) and using them as a competitive moat.

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Analytical Rigor: Proven ability to build holistic business cases and ROI models for high-growth, venture-backed SaaS companies.

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Industry Fluency: Familiarity with the unique challenges of the U.S. banking and credit union landscape is highly preferred.

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Education: Bachelor’s degree in Finance, Marketing, or a related field; MBA or CFA is a significant plus.

Why Agent IQ?

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Scale with Purpose: Help financial institutions transition from “transactional” to “relational” using state-of-the-art AI.

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High-Visibility Impact: Work directly with leadership in a well-funded SaaS company that is defining the “Relationship Banking” category.

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Innovation-First: Be at the forefront of the Agentic AI revolution in one of the most stable and significant sectors of the global economy.