Product Manager - Client & Advisor Portals

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

As a Product Manager supporting the Portals squad, you will work to deliver a seamless digital experience for both investors and financial advisors. This role is critical for building streamlined, end-to-end digital experiences within OneVest’s client and advisor portals.  Partnering closely with engineering, design, sales, and customer solutions , you will ensure the successful delivery and adoption of customer-centric products that drive growth and market differentiation.

Your Responsibilities:

• Drive the end-to-end client and advisor portal experience, ensuring portals are intuitive, engaging, and scalable;
• Assist in defining the product strategy and roadmap that balances the needs of clients, advisors, and OneVest’s business objectives;
• Prioritize portal features and enhancements using customer insights, analytics, and industry trends;
• Partner with advisors, financial institutions, and internal stakeholders to understand how both clients and advisors use the platform, identifying opportunities for improvement;
• Conduct user research, usability testing, and data-driven analysis to inform product decisions and validate solutions;
• Collaborate with engineering, design, compliance, and operations teams to deliver secure, user-centric features that increase satisfaction and adoption;
• Ensure portal solutions comply with regulatory and data security requirements while maintaining a seamless user experience;
• Track KPIs such as portal usage, feature adoption, and user satisfaction to evaluate performance and guide future improvements;
• Support product launches, ensuring effective rollout, stakeholder communication, and adoption measurement;
• Continuously iterate on portal features to keep pace with evolving customer expectations, industry developments, and competitive offerings.

Your Skills & Qualifications:

• 5+ years of product management experience with client-facing digital platforms;
• Strong understanding of financial services, wealth management, and/or fintech products, particularly investor- and advisor-facing solutions;
• Strong knowledge of wealth management and/or fintech products;
• Data-driven decision-making with strong analytical and problem-solving skills;
• Excellent communication and collaboration skills, with the ability to work effectively across diverse teams and stakeholders;
• Ability to manage competing priorities and deliver results in dynamic environments;
• Passion for creating innovative digital experiences that add meaningful value for both clients and advisors.

What It’s Like To Work With Us:

• Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! 
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan 

Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.

OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to recruiting@onevest.com and we’ll be happy to support you.