Senior Product Manager 🏦📈💡 (SaaS, Fintech, B2B, Wealth Management | Strategy, Roadmap, Delivery, Sprint, Agile, QA, User Research, Design, Data, Analytics, LTV, Compliance | Remote)

About the Company

We’re a mission-driven fintech startup addressing a defining challenge: we’re the first generation to be financially worse off than our parents. Our mission: to empower families to build generational wealth together through innovative, automated investing.

We're building the first multiplayer finance platform that helps families build generational wealth together through automated investing. Our web and mobile platform simplifies investing with fully managed portfolios, automated contributions, rollovers, and transparent pricing. By combining the benefits of education savings and retirement planning, we make it easier for families to secure their children’s financial futures.

In addition to our direct-to-consumer platform, we offer a B2B API, enabling partners to seamlessly integrate our investment products into their ecosystems. We operate a fully managed back office with U.S. and Canadian subsidiaries.

Nearly 40% of our users start investing before their children are born, or shortly after, demonstrating a strong commitment to early financial planning.

We’ve raised $2.5M in pre-seed funding, are backed by advisors from Monzo, Betterment, and Acorns, and are on track to help families invest over $700M. Our founding team has previously built and scaled a successful fintech startup to 400 employees, and our work has been featured in major publications like Forbes and Yahoo Finance.

OUR COMPANY VALUES

• 🎯 Make an Impact:

  Focus on why we're building and what matters most

• 🤝 Be Human First:

  Lead with empathy and meet users where they are

• 🧠 Achieve Excellence Through Intelligence:

  Take the smart path using cutting-edge tools

• ⚡ Move Fast & Build to Last:

  Make thoughtful decisions that stand the test of time

• 💭 Ask the Tough Questions:

  Challenge assumptions and drive innovation

• 🌍 Include Everyone:

  Create a great environment for both users and team members

We're a fully remote organization with 11 teammates (soon to be 12 👋), including engineering, compliance, operations, growth, and customer success teams. We're headquartered in the Boston area, and our team spans Canada, the US, India, Nigeria, and Egypt.

About the Role

Senior Product Manager

In this role, you'll orchestrate multiple parallel workstreams across web and mobile. You'll conduct user research, lead partner integrations, and collaborate with our 6 Engineers and contract Designer to ship features. You'll run agile ceremonies, instrument analytics, build dashboards, and present to leadership—moving between technical discussions, regulatory requirements, and data-driven decisions. Our product spans multiple investment plans and isn't intuitive yet—you'll make it simple for families.

Right now, we're at a critical inflection point. We're juggling our recently launched gifting feature, time-sensitive partnership integrations, and our core roadmap—all in parallel—while missing timelines and lacking visibility to track it all. Our Designer gets unstructured requests from everywhere. Engineering builds without comprehensive documentation. Leadership has no dashboards showing product health. You'll bring structure while continuing to ship, establishing foundational systems with significant autonomy.

Our IDEAL CANDIDATE

Your performance will be measured by on-time delivery, quality of documentation and reporting, compliance adherence, process improvements, and impact on core metrics (activation, retention, engagement).

You'll work cross-functionally with Engineering, Design, Compliance, Growth, Customer Success, and channel partners. This position reports directly to our CEO.

You’ll be doing things like:

• Product Discovery & User Research:

  Conducting user interviews with new and existing customers; synthesizing feedback from customer success and existing investors; running surveys to identify pain points and opportunities.

• Strategic Product Planning:

  Prioritizing which feedback to act on; translating insights into product strategy and requirements; leading integration discussions with channel partners; breaking initiatives into milestones and managing dependencies; collaborating with Engineers on solution designs and architecture diagrams.

• Roadmap & Backlog Management:

  Taking end-to-end ownership of our product roadmap and backlog in JIRA; writing and grooming user stories with clear acceptance criteria; ensuring timely delivery of key features; managing multiple parallel workstreams.

• DesignOps & Workflow Management:

  Establishing design triage and intake processes from scratch; managing design requests from across the organization; coordinating with our contract Designer to organize work into sprints; creating pipeline visibility and integrating design with development cycles.

• Sprint Management & Quality Assurance:

  Running sprint planning, daily standups, and retrospectives; managing QA processes; triaging and prioritizing defects; ensuring releases; maintaining sprint health and velocity.

• Analytics, Dashboards & Executive Reporting:

  Instrumenting product analytics and tracking core KPIs (activation, retention, conversion, LTV); building and maintaining dashboards in Metabase; running A/B tests and iterating on results; providing leadership visibility through status reports and data-driven recommendations.

• Compliance & Risk Management:

  Ensuring product decisions meet financial regulations and PII protection standards; collaborating with compliance on feature reviews; preventing PII exposure issues; understanding SEC, FINRA, and RIA requirements.

• Go-to-Market Collaboration:

  Partnering with our Growth Marketing team to define product launch plans; ensuring successful feature adoption; measuring post-launch performance and iterating based on results.

Skills & Qualifications

• 4-6+ years of prior experience in Product Management roles, ideally within SaaS or fintech environments
• Deep understanding of building and scaling SaaS-based products (B2B and B2C digital platforms)
• Metrics obsession: Fluent in product analytics tools (Mixpanel, Amplitude) and KPIs including activation, retention, conversion, LTV:CAC, and revenue metrics
• Proven track record managing roadmaps/backlogs in JIRA, writing user stories with clear acceptance criteria
• Experience running agile processes (sprint planning, standups, retros, QA) and establishing workflows from scratch
• Exceptional communication skills—able to influence without authority, align stakeholders, and present to executives
• Entrepreneurial, user-centric, outcome-focused mindset; comfortable with ambiguity

Bonus if you also have:

• Experience as a PM in fintech or other regulated industries with compliance oversight, PII handling, or financial regulatory requirements
• Personal investing experience or passion for financial products and wealth-building
• User research expertise—conducting interviews, usability tests, synthesizing qualitative insights
• Knowledge of cross-platform development (React Native, Flutter, native iOS/Android)
• Experience with design prototyping (Figma, Figma Make) or AI-coding (Cursor, Claude Code)
• Familiarity with growth loops, viral mechanics, and experimentation platforms
• Understanding of API design and technical architecture

• Familiarity with our tools:

  Metabase, JIRA, Mixpanel, Figma, Segment, Retool, Appsflyer, Customer.io, Intercom, Slack, Google Workspace, GitHub

Position Details

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Education:

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Benefits of working with us:

• 🚀 High-impact role at an ambitious startup backed by top-tier advisors
• 🏡 Fully remote work environment with global team collaboration
• 🏆 Elite startup and fintech team
• 👨‍👩‍👧‍👦 Mission-driven work—help families build generational wealth
• 🌟 Early team member with significant influence
• 🎯 Own the product function—establish processes and see direct impact
• 💡 Shape company direction during our growth phase
• 👥 Direct access to Co-Founders
• 🧠 Learning opportunities in fintech, compliance, and product leadership
• 📈 Career development support and mentorship
• 🌱 Mold your career path in a growth-focused organization
• 🧘‍♂️ Focus on psychological safety and work-life balance