About Jed Blumenfeld

Independent FinTech Product Management Consultant based in New York with 25+ years of experience across 10 firms. I specialize in fractional PM leadership, capital markets infrastructure, product strategy, and AI workflow integration for financial technology companies and institutions.

Professional Background

I've spent my entire career at the intersection of product management and financial technology. Working across 10 firms — from early-stage startups to major financial institutions — I've built, scaled, and optimized products in electronic trading, order management systems, digital assets, capital markets infrastructure, and financial technology platforms.

My most significant achievement was building Pershing's NetExchange Services API platform from zero to production. This platform grew to handle over 17% of the firm's total order flow, delivering 200%+ year-over-year growth and generating over $1 million in new revenue through 70+ client integrations. This experience gave me deep expertise in scaling API platforms, managing institutional client relationships, and driving product adoption in regulated financial environments.

Areas of Expertise

• Product Strategy & Roadmap Development: Building product strategies for FinTech companies, capital markets firms, and trading platforms. Defining roadmaps that balance regulatory constraints, institutional client needs, and market opportunity.
• Fractional PM Leadership: Providing senior product management leadership on a part-time, project-based, or advisory basis. Helping companies achieve product goals without the overhead of full-time hiring.
• Capital Markets Infrastructure: Expertise in electronic trading systems, order management systems (OMS), execution management systems (EMS), clearing and settlement platforms, and post-trade technology.
• API Platform Development: Building, scaling, and monetizing API platforms that serve financial institutions. Managing developer relations, client integration, and platform adoption.
• Stakeholder Alignment & Communication: Managing complex stakeholder environments with competing priorities, regulatory considerations, and technical constraints. Translating between business, technology, and compliance teams.
• AI Workflow Integration: Integrating AI tools into product management workflows to accelerate decision-making, research synthesis, requirement writing, and stakeholder communication without compromising judgment or accountability.
• Regulatory & Compliance-Driven Product: Deep experience navigating SEC, FINRA, and other regulatory frameworks in product development and go-to-market strategy.

Experience Across 10 Firms

My career spans multiple segments of the financial technology and capital markets industry. I've worked with:

• Major financial institutions managing enterprise trading and settlement platforms
• Fintech startups from Series A through growth stages
• Specialized service providers in order management, execution, and digital assets
• Capital markets infrastructure companies serving institutional clients
• Consulting firms advising financial technology strategy and execution

This breadth of experience gives me perspective on product challenges across the entire capital markets ecosystem, from institutional workflows to emerging fintech models.

Credentials & Recognition

• BS Engineering Management, MS Management, Stevens Institute of Technology
• Certified Scrum Product Owner (CSPO), 2017
• Banker's Innovative Technology Project of the Year, 2008
• Co-inventor of two US patents in financial technology
• 25+ years in product management, capital markets, and financial technology

What I Offer as an Independent Consultant

As a fractional PM consultant based in New York, I help FinTech companies and capital markets firms with:

• Product roadmap development and prioritization: Defining what to build, why, and in what sequence. Aligning stakeholders around product direction.
• Product strategy consulting: Analyzing market opportunity, competitive positioning, and go-to-market strategy for new products or market expansion.
• Requirement definition and specification: Writing comprehensive product requirements, user stories, and technical specifications that drive successful execution.
• Embedded product leadership: Serving as the senior product person on a part-time or project basis, managing the full product lifecycle without full-time overhead.
• Executive advising: Consulting with founders and executives on product strategy, go-to-market, and organizational scaling.
• Team coaching: Mentoring product managers, helping teams develop product management capability and discipline.

Writing & Content

I regularly publish on product management, FinTech product strategy, AI workflow integration, and independent consulting. My writing appears on Medium, Substack, and LinkedIn, reaching product managers and executives in the FinTech space.

I'm the author of several guides including The Product Manager's AI Toolkit, The Fractional PM Starter Kit, 5 Ways to Monetize FinTech Expertise, and The FinTech PM Interview Prep Guide, available through Gumroad.

Get in Touch

If you're looking for fractional PM leadership for a FinTech company or capital markets project, want to discuss product strategy, or are interested in consulting or advisory services, I'm available through:

• Clarity.fm for hourly expert consulting calls
• LinkedIn for professional networking and inquiries
• Contra for project-based consulting work
• Medium and Substack to follow my latest writing on product strategy and FinTech
• Gumroad for my published product guides and frameworks