Product Manager - Remote

Overview

We’re looking for a Product Manager to drive the development of key product features that enhance our platform’s value for advisors and clients. This position is ideal for a mid-level PM looking to take ownership of meaningful product initiatives in a fast-paced environment.

In Short

• Define and execute the roadmap for key product features.
• Partner with engineering and design teams to deliver high-quality product solutions.
• Collaborate with internal stakeholders to ensure effective communication of product changes.
• Conduct market research and gather insights to improve product experience.
• Write clear product requirements and user stories.
• Track key performance metrics to make informed product decisions.
• Help improve internal product development processes.

Requirements

• 4+ years of experience in product management in a SaaS, B2B consumer facing product in financial services.
• Strong understanding of financial products and advisor-client workflows.
• Experience collaborating with engineering and design teams in an agile environment.
• Excellent problem-solving skills and attention to detail.
• Strong communication and stakeholder management skills.
• Experience with product metrics and data-driven decision-making.
• Familiarity with APIs and data integrations.
• Legally authorized to work in the United States without sponsorship.

Benefits

• Flexible paid time off policy and 10 company-wide paid holidays.
• Parental leave for all full-time employees.
• Medical, dental, and vision benefits for employees and families.
• 401K eligibility after one month of employment.
• Free estate planning documents.
• Budget for learning & development and home office setup.
• Paid parking or transit for hybrid and in-office employees.