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Senior Product Manager

New York, NY | Phoenix, AZ | Austin, TX

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. 

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

Vestwell is expanding and we’re keen to add an amazing Product Manager to our team who’s passionate about changing the retirement industry. We’re looking for someone who loves to solve problems and is driven to build great products. You will work across all of our solutions - translating company goals into focused initiatives, actionable steps, and a living backlog of work to be done. You will help refine and execute a product vision, improve engineering project management processes, and implement external/internal product communication and feedback channels.

This role will be leading and expanding our Investments product offering, which includes:

  • The Investments UX that powers intuitive saver, sponsor, and advisor experiences
  • Operational tooling that supports investment selection, lineup management, and monitoring
  • Our Goals-Based Managed Account engine, which enables personalized retirement outcomes
  • The evolving Lifetime Income roadmap, helping participants create sustainable retirement income

You’ll play a pivotal role in driving our investment strategy and delivering market-leading solutions that support participants, advisors, sponsors, and operational teams.

What Will You Be Doing?

  • Understand high-level strategic plans and stakeholder needs; identify opportunities; and translate into buildable features with clear intended impact
  • Establish a roadmap for your squad and effectively communicate and defend decisions
  • Partner with developers to break down product requirements into stories and provide functional requirements/acceptance criteria
  • Assist QA team in understanding the appropriate positive and negative test cases to ensure test coverage and a high level of code quality
  • Provide constant and iterative feedback to the development team, including identifying bugs and assisting in resolution
  • Complete functional testing and provide product sign-off when features are ready for a production release
  • Develop processes and tools for tracking usage trends and allow data to inform future development plans

What We’re Looking For

  • 5+ years of product management experience, ideally in fintech, wealth management, or investments
  • Prior investment product experience, particularly in saver driven experiences 
  • Experience in the retirement industry (401(k), 403(b), IRA, etc.) is a strong plus
  • Strong understanding of advisor workflows, investment menu construction, and plan-level investment governance
  • Ability to translate complex investment and regulatory concepts into intuitive product experiences
  • Proven ability to work effectively with engineering teams, including translating product requirements into clear deliverables, facilitating ongoing collaboration, and ensuring smooth execution across the development lifecycle
  • Excellent collaboration, communication, and stakeholder management skillsDevelop processes and tools for tracking usage trends and allow data to inform future development plans
  • Strong analytical and problem-solving abilities; experience with SQL is a plus

 

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

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