Lead Product Manager

About the role

The primary work location for this role is a remote work model.

Responsibilities

• Lead the success and product life cycle from concept to delivery
• Work closely with cross-functional teams, including development and design teams, to lead and deliver innovative products for customers and drive business growth
• Define and prioritize product features and functionalities for the different areas of the MoneyGuide platform
• Collaborate with stakeholders to align product goals and objectives
• Assess unusual circumstances and use sophisticated analytical and problem-solving skills to identify and recommend solutions
• Translate client insights into product enhancements that drive value and differentiation
• Partner with Product Marketing, Sales, and Support to define go-to-market strategies and enablement materials for new capabilities
• Support training, marketing, and client-facing teams in articulating platform value
• Define and monitor KPIs to evaluate feature adoption, usage, and success
• Use analytics, client insights, and market research to iterate and improve product offerings continuously
• Act as a leader and mentor within the product management team, modeling best practices in stakeholder management, decision-making, and execution

Requirements

• Bachelor’s degree
• 8+ years of experience in product management
• Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
• Experience with data analysis and A/B testing
• Experience working closely with development teams
• Excellent people skills to interact with clients, colleagues, and cross-functional teams, and third parties
• Excellent verbal, written, visual/presentation, and interpersonal communication skills
• Extreme attention to detail and highly organized
• Experience in the financial technology industry
• Certification in Financial Planning (CFP) or similar credentials related to financial planning
• Robust knowledge of financial planning topics and solutions

Qualifications

• Experience with wealth management technology platforms

Skills

• Strong leadership and mentoring skills
• Excellent analytical and problem-solving skills
• Effective communication and collaboration skills
• Ability to manage multiple projects and priorities
• Knowledge of financial planning concepts

Benefits

Our comprehensive suite of benefits includes medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage, and mental health & wellness support.

Pay

The base salary range for this role is $138,500 to $173,100. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.

Schedule

The role is eligible for an additional incentive component as part of the total rewards package.