Senior Product Manager

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 Senior Product Manager to our team who’s about helping Americans save for their futures. We’re looking for someone who loves to solve problems and is driven to build great products. You will work across various products - 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.

We operate like a startup so a self-starter mentality comes first and foremost. You are someone who will dive into whatever creative challenge is placed in front of you, as you’ll have your hand in any and all of the following: product requirements, functional requirements, acceptance criteria, test cases, wireframes. Your job requires an amazing relationship with operations, development, QA, and business stakeholders to deliver new product features that critically impact the growth of our product.

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 test cases to ensure test coverage and a high level of code quality.


• Perform data analysis, identify data patterns and trends and use gathered insights when proposing solutions.


• 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.


• Run meetings, enforce scope, and project manage other teams as necessary to deliver project.


• Develop processes and tools for tracking usage trends and allow data to inform future development plans.


• Coordinate deployments and releases, help with business stakeholders to manage communications and training as necessary.


• Mentor junior members of the Product team.

Requirements

The Necessities

• 5-7 years of Product Management experience.


• Exceptional business and systems analysis skills.


• Ability to thoroughly understand and document business/functional requirements and possible business use cases.


• Understanding and ability to drive the software development lifecycle in an Agile environment - including conducting stand-ups, retrospectives, and OKRs.


• Ability to work in a fast-paced, project-oriented environment and meet deadlines under tight time constraints.


• Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources.


• Excellent communication skills, both in verbal and written formats.


• Ability to interface with internal stakeholders, executives, and external clients.

The Extras

• Benefits Administration experience.


• Brokerage, Custody, and/or Trading Ops experience.


• Early stage startup, Fin-Tech, Tech, and/or Financial Services experience.

This role will be based in the New York City office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $150K - $165K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We’re an innovative, high-growth company, 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 our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. 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 [email protected] 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.