Principal Product Manager, Institution Onboarding Experience (KYB)

OKX•San Jose, CA

51d•Hybrid

About The Position

As the Product Manager in Compliance Product, you will own and enhance OKX's compliance systems, with a primary focus on building trust and enhancing user experience. You will lead the development of our institutional onboarding experience — the critical first step in the journey for our business and enterprise customers. This is a highly impactful role where you'll design and optimize onboarding workflows that are secure, scalable, and tailored to the unique needs of institutions.You'll work across cross-functional teams to balance user experience, operational scalability, and regulatory readiness, ensuring that our institutional clients can onboard smoothly and confidently. The ideal candidate should possess strong Product Management skills, excellent problem-solving abilities and good user empathy. If you are an entrepreneurial product leader who thrives in a fast-paced environment and is passionate about driving innovation in compliance, this role will be a great fit for you.

Requirements

5+ years of product management experience,ideally with exposure to B2B, fintech, or enterprise platforms.
Experience building onboarding, identity verification, or enterprise account experiences.
Strong product intuition with a user-first mindset; you’ve designed seamless experiences in complex ecosystems.
Strong analytical skills and data-driven mindset, with the ability to identify user friction points
Experience working with or around regulatory/risk requirements, even if not directly responsible for compliance.
Strong systems thinker who can navigate and simplify complex workflows, particularly where multiple stakeholders or roles are involved.
Proven ability to work across technical, compliance, business and operational teams to deliver compliant, scalable product solutions.
Excellent communication and collaboration skills, especially in translating regulatory or operational needs into product requirements.

Nice To Haves

Familiarity with institutional KYC/KYB processes, AML requirements, or enterprise identity management.
Experience with workflow automation, case management systems, or back-office tooling.
Background in financial services, SaaS platforms, or B2B marketplaces.
Fluent in English and Mandarin.

Responsibilities

Own end-to-end product strategy and roadmap for institutional clients, including document collection, entity verification and ultimately account activation.
Identify friction points across the customer journey that stem from regulatory or risk controls, and reimagine those experiences to be more user-friendly while preserving integrity.
Collaborate with Compliance, operations and business teams to understand policy and compliance requirements and translate them into scalable product solutions.
Use data, research, and experimentation to make informed product decisions and prioritize improvements.
Simplify complex processes through thoughtful product design and automation
Drive alignment across multiple stakeholders, balancing user experience, business needs, and regulatory obligations.
Design and deliver product solutions that are audit-ready, transparent, and adaptable to evolving regulatory standards.