Product Manager

About Earned Wealth

Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices. With a wide range of individual and practice solutions, we strive to be the only financial partner doctors need. By integrating our personal and practice solutions into an overall strategy, we can fully optimize our clients’ wealth potential and help them achieve better financial outcomes.

Our financial solutions are backed by fiduciary experts and modern, tax-smart technology – including our iOS app, which provides clients with a clear view of their financial trajectory and the value Earned is adding to their portfolio.

We have secured $200M to fund an aggressive acquisition strategy that will accelerate this vision. We are backed by leading growth equity and venture capital investors including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital.

Job Summary

We are looking for a product manager, who will embed themselves into our growth, engineering, product and design team. This person will be responsible for designing, developing and owning new cross-functional product and service offerings. This is a critical role that will have an asymmetric impact on the success of our growing business and the satisfaction of our clients.

Key Responsibilities:

• In conjunction with our offers across tax, wealth and growth, Engineering and Product, help to define product vision and roadmap.

• Envision and build new product features and strategies with support from cross-functional partners and stakeholders:

• Define hypotheses and experiments that produce potential asymmetric payoffs.

• Evangelize and build consensus with executives, colleagues, and third-parties.

• Represent business interests during design and development phases.

• Identify and prioritize requirements from users and the product team, define KPIs, and track and optimize performance and define success

• Working with cross-functional teams to develop launch plans and ensure readiness of various partners.

• Organize and prioritize the product team's work, reorganizing if necessary.

• Communicate project statuses and resolve issues, ensuring high quality solutions are delivered on time.

• Track and optimize results and make recommendations for product enhancements or other improvements

• Enhance existing operational processes to support scale in existing products through technology enabled solutions.

• Assess and track best in class product features and market analysis to support prioritization of the product roadmap

• Participate in integration of acquisitions as part of the Product Roadmap.

Key Requirements:

• Experience working in a fast-paced environment with a culture of excellence.

• Proven track record of developing creative solutions to business challenges and owning those solutions from ideation through execution.

• Excellent communication and writing skills with a proven track record of documenting and presenting your ideas and strategies to partners and stakeholders.

• Experience developing software products with teams of software engineers and product designers with an emphasis on timeliness of delivery and quality.

• Minimum of 10 years experience managing, building, launching and designing products at scale

• Demonstrated ability to lead cross functional teams to deliver product roadmap.

• Experience working in a Financial services, digital product management and/or a highly regulated industry

• Experience with managing SDLC and tools like Asanna, Jira, Figma as well as development of Launch plans.

Key Attributes:

• You love fast paced environments, cultures of excellence, and working with the kindest and brightest people possible.

• You have a growth-mindset and have a long term view on professional and educational success that you employ on a daily basis.

• You enjoy wearing multiple hats, doing whatever it takes to rise as a leader within an organization, solving problems outside of the job description.

• You welcome change, knowing that the speed and direction of the business is often in flux, and you adapt to that change quickly.

• You are a strategic thinker, who is able to see the position of all the moving pieces from a high-level and then able to dive deep down into the details to execute.

Benefits

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match