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Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Product Manager on our Engagement Product team, you will create an experience redefining what consumers expect in financial services giving consumers the confidence and trust to achieve their short-term and long-term financial goals. This talented individual has a strong track record in product management and someone that brings creativity and humility, product sense and analytical skill, leadership, and ability to collaborate.

Ultimately the goal of the individual will be the enhance how our customers understand the benefits offered by their employees while developing an advice engine nudging them to take action and improve their financial well-being.

What you will do:

• Define a product strategy that identifies opportunities that will have the biggest consumer impact, helping our end customers achieve their financial goals
• Own the product roadmap, including both significant short and long-term opportunities for your product and in the context of the broader organizational strategy and goals
• Obsess about the product design, partnering closely with Designers to constantly look for opportunities to simplify experience and deliver a better experience
• Leverage customer research, usability testing, and market research in your strategy to improve likelihood of success and user satisfaction
• Drive decision making through customer insights, agile methods to validate hypothesis, quantitative analysis, and A/B testing
• Constantly challenge the status quo and identify opportunities to move faster and more efficiently
• Support financial wellness enhancements across our Tools, Financial Planning, and Advisor experiences

What you will bring:

• 3+ years of experience leading major (digital) direct-to-consumer products and working collaboratively with engineering, design, and research teams
• Exceptional prioritization and stakeholder management skills, particularly working with compliance/legal partners in a highly regulated industry
• Excellent communication skills, storytelling, and organizational skills that instills confidence in senior leaders, cross-functional partners, and peers
• Relentless follow through and commitment to do the right through and do what you say
• Detail and design oriented; the details really matter to you
• Passionate about tackling complicated and impactful customer and business problems
• Critical, analytical thinker and comfortable analyzing data and pulling out key insights
• Bachelor's degree or equivalent experience

What will set you apart?

• Proven track record of navigating through the full product life cycle, integrating customer feedback in requirements, driving prioritization, and pre/post-launch execute.
• Experience in the fintech industry with demonstrable knowledge of industry best practices.
• CFP® or similar designations

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$92,400.00 - $130,500.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

08-08-2024