💼 About This Role

You'll own the end-to-end product strategy for a next-generation onboarding experience on a fast-growing wealthtech platform used by financial advisors across North America. Your work will directly shape activation, adoption, and long-term customer success through intuitive, scalable solutions.

🎯 What You'll Do

• Define and own the product roadmap for onboarding experience
• Lead discovery with advisors and enterprise stakeholders to identify friction points
• Partner with design and engineering to deliver scalable product experiences
• Drive cross-functional launches with Sales, Marketing, and Customer Success

📋 Requirements

• 7+ years of product management experience in SaaS or fintech
• 3+ years direct experience in wealthtech or financial services
• Proven ability to simplify complex workflows into intuitive experiences
• Data-driven mindset with experience defining metrics and guiding strategy

✨ Nice to Have

• Experience in enterprise SaaS onboarding or fintech workflow optimization
• Advisor or client experience design background

🎁 Benefits & Perks

• 💰 Competitive compensation including base, variable pay, and equity
• 🏥 Comprehensive health and wellness benefits
• 🏖️ Flexible time off policy
• 📈 Professional growth and mentorship opportunities
• 📊 Equity participation in a high-growth company

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Screen· 45 min
3. 3Technical/Product Interview· 60 min
4. 4Executive Interview· 45 min
5. 5Offer· N/A