Senior Product Manager - Financial Planning Platform

About Us

We're a forward-thinking financial planning platform dedicated to helping individuals make the most of their money and time. Our comprehensive tools enable users to plan effectively and understand how their current decisions impact their future. As we experience significant growth, we’re looking for motivated and talented individuals to join us during this exciting expansion phase and help us reach new heights.

Role Overview

We are seeking a dynamic Senior Product Manager to join our expanding team. In this role, you will identify, scope, and lead strategic initiatives that drive the growth of our financial planning platform and deliver exceptional results for our enterprise clients. As part of an early-stage startup, you will have a significant influence on the company's success. If you're excited by the challenge of making a big impact, we encourage you to apply!

Key Responsibilities

• Collaborate with stakeholders, including customers, partners, and internal teams, to gather insights and validate product concepts.
• Oversee the product life cycle from discovery and ideation through to execution.
• Work with cross-functional teams to implement high-value direct-to-consumer (D2C) and business-to-business (B2B) projects.
• Convert business goals into actionable tasks (e.g., user stories) with small, agile teams (product, engineering, design).
• Manage and prioritize backlogs to support platform capabilities aligned with company objectives and roadmap.
• Conduct competitive analysis and customer research to inform product development.
• Design and track key product metrics to provide valuable customer insights and make data-driven recommendations.
• Monitor adoption, usage, and long-term value impact of new and existing features.
• Communicate product updates and results across the organization and, when necessary, externally.
• Contribute to identifying market opportunities, business cases, and overall product strategy.
  
  

What We're Looking For

• 5+ years of experience in product management or business analysis within a tech company (preferably SaaS or fintech), financial services (investment or retail banking), or a similarly rigorous environment.
• Proven success in shipping and iterating on software products with cross-functional teams.
• Ability to thrive in ambiguity and create clarity for teams.
• High level of curiosity, initiative, and critical thinking.
• Exceptional stakeholder management skills with a proven ability to communicate and negotiate effectively.
• Experience with client-facing roles, ideally in a leadership capacity.
• Systematic, quantitative approach to problem-solving with strong attention to detail.
  
  

What We Offer

• Remote work environment
• Work-life balance (unlimited PTO)
• Comprehensive health insurance
• 401k matching
• Dental, vision, and life benefits
  
  

Salary Range

This position offers a competitive salary range of \(145,000 to \)180,000, depending on experience and qualifications. Salary may vary by location based on factors including cost of living. We are committed to fair compensation and professional growth.

Inclusivity Statement

We are dedicated to an inclusive hiring process. If you feel you're close to meeting the qualifications but don't meet every requirement, we encourage you to apply. A candidate with 80% of the skills but a fantastic attitude might be the perfect fit.

We value diverse perspectives and are committed to fostering a culture where everyone feels welcome. We encourage applications from individuals of all backgrounds, including but not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women, and people from underrepresented communities. If you need accommodations during the recruitment process, please let us know, and we'll work with you to meet your needs. We invite you to share your preferred pronouns in your application if you're comfortable doing so.

Employment Type: Full-Time