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Vestwell

Senior Product Manager - FSR

Vestwell, New York, New York, us, 10261

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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, visitvestwell.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’re 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? Day-to-day you will be expected to:

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

Manage a junior member of the product team

Requirements

3-5 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 - $160K 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 office, 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.

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