• Own the product roadmap and execution for HighLevel's Phone Numbers and KYC products. • Define and enhance the end-to-end customer experience for phone number discovery, purchasing, provisioning, assignment, activation and lifecycle management. • Build scalable onboarding experiences that enable customers to complete identity verification, business verification, and gain access to messaging and telephony capabilities. • Drive the evolution of customer identity verification (KYC) and trust onboarding systems to ensure compliant access to communication products. • Partner with Engineering to build scalable phone number provisioning, inventory management, assignment, activation, and lifecycle management capabilities across global markets. • Work closely with telecom providers and identity verification partners to improve provisioning reliability, onboarding automation and verification success. • Define product requirements for KYC workflows, document collection, identity verification, business verification, and fraud prevention. • Improve customer activation, KYC completion rates, verification approval rates, and time-to-activation through experimentation, funnel optimization, and data-driven decision-making. • Collaborate with Compliance, Legal, and Operations teams to ensure phone number and KYC products remain aligned with evolving telecommunications regulations and compliance requirements. • Partner with Support and Customer Success teams to identify customer pain points and continuously improve phone number management and verification experiences. • Establish and monitor key product metrics including phone number activation rates, provisioning success, KYC completion, verification approval rates, onboarding conversion, and customer satisfaction. • Prioritize product initiatives that balance customer experience, operational efficiency, compliance requirements, and business outcomes. • Collaborate cross-functionally with Product, Engineering, Design, Compliance, Operations, and external vendors to successfully deliver product enhancements and new capabilities.

Role Description Du bist ein Organisationstalent mit einem Blick für Zahlen und einer Leidenschaft für Beratung? In dieser Rolle analysierst du die finanzielle Situation von Privat- und Geschäftskunden, entwickelst maßgeschneiderte Lösungen und baust langfristige Kundenbeziehungen auf. Übernimm Verantwortung, arbeite strukturiert und werde Teil eines starken Teams, das auf Verlässlichkeit, klare Strukturen und nachhaltige Lösungen setzt. - Analyse und Beratung: Du analysierst die finanzielle Situation von Privat- und Geschäftskunden und entwickelst individuelle Finanz- und Vorsorgekonzepte, die perfekt auf ihre Bedürfnisse abgestimmt sind. - Langfristige Kundenbeziehungen: Du baust vertrauensvolle und langfristige Beziehungen zu deinen Kunden auf und bist ihr verlässlicher Ansprechpartner in allen finanziellen Fragen. - Regelmäßige Optimierung: Du überprüfst bestehende Finanzlösungen regelmäßig und passt sie an veränderte Lebenssituationen oder Marktbedingungen an. - Effiziente Dokumentation: Du dokumentierst alle Beratungsgespräche und Ergebnisse strukturiert und sorgst für eine lückenlose Nachverfolgung. - Teamarbeit: Du arbeitest eng mit deinem Team zusammen, um die besten Lösungen für deine Kunden zu finden und gemeinsam Erfolge zu feiern. Qualifications - Abitur oder abgeschlossene kaufmännische Ausbildung oder ein vergleichbarer/höherwertiger Abschluss - Sehr gute Deutschkenntnisse (mind. C1-Niveau oder Muttersprache) - Wohnsitz in Deutschland - Kommunikationsstärke und Freude am Umgang mit Menschen - Zuverlässigkeit, Eigeninitiative und eine strukturierte Arbeitsweise Requirements - Umfassende Einarbeitung inkl. IHK-Abschlüsse im Bereich Finanzberatung & Versicherung - Regelmäßige Weiterbildungen und echte Karriereperspektiven - Flexible Arbeitszeiten und die Möglichkeit, ortsunabhängig zu arbeiten - Attraktives, leistungsorientiertes Vergütungsmodell ohne Einkommensdeckelung - Überdurchschnittliche Verdienstmöglichkeiten mit starkem Wachstumspotenzial – dein Einsatz bestimmt dein Einkommen (deutlich steigendes Einkommen in den ersten Jahren) - Ein starkes Team mit flachen Hierarchien und klaren Strukturen

• Own Fraud Prevention & Detection • Lead fraud and AML strategy and set the long-term direction across Financial Products, shaping how we detect, prevent, and respond to risk as the business grows • Track emerging fraud and money laundering threats, attack patterns, and industry best practices, and bring that perspective into our strategy and roadmap • Quantify and Defend the Guardrails • Quantify fraud loss, AML risk exposure, and program health on an ongoing basis — translating data into clear loss targets, thresholds, and recommendations • Investigate anomalies and flag emerging fraud and AML risks before they become losses or compliance findings • Build the Fraud & AML Foundation • Design and continuously refine fraud and AML policies and mitigations • Own and scale fraud and AML operations across savings products, and lay the foundation for our future investments product • Lead fraud and AML incident response — root cause, what we change, and how we prevent recurrence • Craft clear, concise documentation — policies, procedures, decision proposals, and incident write-ups • Serve as AML Compliance Officer • Serve as Rocket Money's AML Compliance Officer for bank partnership products, with support from our legal team and our parent company's legal, AML, and compliance teams • Own and improve our BSA and AML program — day-to-day BSA/AML compliance, risk assessments, training, and SAR referrals — leveraging parent-company and cross-functional expertise • Ensure ongoing compliance with the Bank Secrecy Act (BSA) and related regulations • Lead annual independent testing and bank partner audits • Partner & Cross-Functional Management • Serve as the primary fraud and AML point of contact with our bank and brokerage partners • Partner with product, engineering, operations, data, finance, and legal to develop and refine risk controls and align on shared metrics, definitions, and trade-offs • Present fraud and AML posture, decisions, and trade-offs to senior leadership

• Perform enhanced due diligence and customer due diligence reviews for high-risk clients • Assess customer profiles, transaction behavior, and source of funds/wealth to determine risk levels • Analyze financial transactions to identify suspicious activities • Conduct thorough investigations and gather evidence • Identify potential deficiencies and enhance security measures • Incorporate updates to watchlists and regulations into ongoing reviews • Analyze adverse media reports • Investigate and file suspicious transaction reports to FINTRAC • Collaborate with Financial Crime team members