Lead Product Manager - MoneyGuide

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
• Work closely with business stakeholders to understand their needs and translate them into clear and concise product requirements
• Understand technical constraints and trade-offs to make informed product decisions
• Collaborate with developers to define system architecture
• Lead client-facing conversations and act as a subject matter expert (SME) on the MoneyGuide platform
• Develop strong relationships with key clients and partners to understand pain points and opportunities
• 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
• Effectively communicate product benefits internally and externally to drive adoption and engagement
• 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 project management skills
• Excellent analytical and problem-solving skills
• Effective communication and collaboration skills
• Ability to work in a fast-paced, deadline-driven environment

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

$138,500 to $173,100

Schedule

Remote Work Model