The only toolkit reverse-engineered from DTCC's actual AI strategy, Salesforce Agentforce architecture, and interview requirements. 100+ pages. 69 prompts. Zero filler.
The DTCC Agentic AI PO role demands a skill set that barely exists in the market. Most people fail — not because they lack talent, but because they lack preparation.
Generic "AI experience" won't cut it. You need to say Agentforce, RAG pipelines, Einstein Trust Layer, T+1 settlement — and mean it.
200 candidates. 200 resumes with "AI" and "product management." None tailored to DTCC's Oracle HCM ATS or their 2026 strategic priorities.
"Design a RAG pipeline for post-trade financial services." On the spot. In 10 minutes. No prep. This is a real interview question at this level.
Getting the offer is only half the game. Without templates, frameworks, and an execution roadmap, the first 90 days become a slow-motion fumble.
You have 8+ years of product leadership. Roadmaps, stakeholders, delivery — all second nature. But you need to become credible in AI product ownership fast.
You can build RAG pipelines in your sleep. But product strategy, stakeholder management, and business framing? You need a bridge — not another textbook.
You understand clearing, settlement, post-trade infrastructure. Now you want to own the AI products transforming this entire industry.
You've seen the DTCC posting. You know it's the kind of role that shapes careers. You refuse to leave your shot to luck.
Every file was reverse-engineered from DTCC's job posting, their published AI strategy, and Salesforce Agentforce best practices. Each one is immediately usable — day one.
The 100+-page comprehensive playbook tying everything together. Five distinct parts covering the full arc — from first application through first 90 days — with DTCC-specific context woven throughout.
Your personal roadmap through the toolkit. Three learning paths based on where you are: applying now, just hired, or building long-term competence. Tells you what to read, when, and why.
A fill-in-the-blanks product vision and roadmap template modeled after what DTCC's AI product leaders actually use. Strategic alignment mapping, quarterly milestones, stakeholder engagement, decision logging — all structured and ready.
15 deep-dive prompts covering every dimension of RAG: retrieval debugging, chunking strategy, evaluation testing, hybrid retrieval, hallucination prevention, embedding selection, and full agentic RAG architecture design. Each one DTCC-calibrated.
12 prompts for the full use-case lifecycle: discovery from ticket data, AI-specific user story generation, ROI calculation, feasibility scoring, customer journey mapping, benchmarking, and retirement decisions.
12 prompts across three distinct voices: executive pulse updates, engineering squad syncs, and client communications. Includes crisis management, cross-functional negotiation, ROI presentations, and feedback collection frameworks.
10 prompts built around continuous measurement: comprehensive diagnostics, deflection-rate benchmarking, A/B test design, CSAT deep-dives, cost optimization, hallucination monitoring, and quarterly strategic reviews.
10 prompts covering AI compliance and governance in regulated financial services. Pre-production checklists, adversarial red-teaming, EU AI Act compliance mapping, incident response plans, vendor risk assessment, and bias auditing.
10 prompts spanning the entire hiring journey: STAR response generators, technical deep-dive prep, product case frameworks, a full 90-day onboarding plan, salary negotiation strategy, LinkedIn optimization, and post-interview thank-you notes.
A 15–20 hour deep-dive written specifically for Product Owners. Seven sections: what RAG is and why DTCC needs it, the full 5-stage pipeline, every major failure mode, agentic vs. traditional RAG, financial-services-specific constraints, three hands-on exercises, and a competency checkpoint.
Write a DTCC-optimized resume that clears Oracle HCM ATS and stands out from 200+ generic candidates
Answer any behavioral question with a calibrated STAR response mapped to DTCC's leadership competencies
Design a RAG pipeline architecture on the spot during a technical deep-dive — without freezing
Present a product case using the RADAR framework with DTCC-specific assumptions and realistic data
Explain RAG architecture to a VP and to a skeptical engineer — with equal precision and confidence
Diagnose RAG pipeline failures systematically: pinpoint whether chunking, retrieval, embedding, or generation broke
Design an Agentic RAG system with routing, validation, and escalation agents for complex financial queries
Evaluate embedding models and retrieval strategies — and make defensible, data-driven recommendations
Create a product vision statement aligned with DTCC's 2026 AI transformation strategy
Build a 17-KPI dashboard across business, AI-performance, and operational-health tiers
Write AI-specific user stories with 6 acceptance criteria standard Agile doesn't even consider
Navigate AI governance and compliance at a regulated financial institution — with zero surprises
Every tier includes The Navigator. Every tier is backed by our 30-day guarantee. Pick the one that matches your ambition.
We're confident this toolkit will change how you approach this role. But if — for any reason — it doesn't deliver, we refund 100% of your investment. No questions asked. No "prove you used it." No hoops. Email us within 30 days and you get every penny back. The risk is entirely on us.
Absolutely. The RAG training, AI governance frameworks, stakeholder communication prompts, and product vision templates apply to any senior AI PM role in financial services — Goldman Sachs, JPMorgan, BlackRock, or elsewhere. DTCC is the calibration layer; the underlying skills are universal at this level.
No coding required. This toolkit is designed for Product Owners — people who need to understand technology well enough to make decisions and speak credibly with engineers, not build it themselves. The RAG training module specifically bridges that gap with Product Owner-level depth.
Immediately. Templates are fill-in-the-blank. Prompts are copy-paste. The Navigator tells you exactly what to tackle first. Interview in 3 days? You can be prepared in 3 days. Interview in 3 weeks? You'll be thoroughly, deeply prepared.
This toolkit isn't built around a single job posting — it's built around DTCC's strategic direction (AI-driven enterprise, T+1 settlement, Treasury clearing) and their technology stack (Agentforce, Einstein Trust Layer). Those priorities evolve over months, not days. The Full Playbook includes lifetime updates.
This isn't documents — it's compressed expertise. The research alone (DTCC strategy, Salesforce Agentforce architecture, RAG in financial services, regulatory mapping) represents 100+ hours of specialist work. If this toolkit helps you land a $200K+ role, the ROI is 300× in the first month. That's not marketing copy — that's arithmetic.
Each license is single-use. But honestly — in a competitive hiring process, the last thing you want is to hand your preparation materials to someone who might be applying for the same role.
Every day you spend piecing this together yourself is a day someone with this toolkit is already ahead. The preparation window for this role is short. The opportunity is rare.
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