Product Manager, Vestwell

• We’re looking for someone who loves to solve problems and is driven to build great products
• 4+ years of Product Management experience, ideally in fintech, wealth management, or investments
• Experience with SQL and data integrations (e.g., APIs, JSON, XML, etc.)
• Ability to translate complex 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 skills
• A demonstrated interest in leveraging AI to enhance business outcomes

Desirable

• Vestwell is expanding and we’re keen to add a Product Manager to our team who’s passionate about changing the retirement industry
• 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 Money Movement capabilities, which includes:
• The user flows that lead to savers moving money into and out of the platform (e.g., rollovers, withdrawals, and loans)
• Operational tooling that supports processing such transactions
• Partnering with the Fraud/Risk team to ensure users receive their funds both quickly and safely
• Exploring AI solutions to help our operations teams scale and set up new business on the platform more efficiently
• You’ll play a pivotal role in driving our money movement strategy and delivering market-leading solutions that support participants, advisors, sponsors, and operational teams
• 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

• 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