About the role

Senior Product Owner at Wealth.com, leading product strategy and collaboration for advanced planning solutions. Engage with cross-functional teams to innovate for financial advisors.

Responsibilities

Own the end-to-end product lifecycle for key areas of the Wealth.com platform, translating high-level business goals into a prioritized roadmap and actionable product strategy.
Translate complex requirements into clear user stories, acceptance criteria, and technical specifications. You will maintain a healthy backlog and ensure engineering and design teams have what they need to execute efficiently.
Lead hypothesis-driven experimentation and conduct user interviews with financial advisors and clients to validate pain points and uncover new opportunities for innovation.
Serve as the connective tissue between Engineering, Design, and Go-to-Market teams. You will facilitate agile ceremonies and ensure smooth product launches that drive adoption.
Define success metrics (KPIs) for your product areas. Analyze usage data and market trends to iterate on features and maximize value for our users.
Work closely with technical teams to identify opportunities to integrate Wealth.com’s proprietary AI capabilities into advisor workflows, enhancing efficiency and holistic planning.

5+ years of Product Management or Product Ownership experience, preferably in Fintech, SaaS, or a high-growth startup environment.
Deep experience with customer-driven innovation, including running hypothesis-driven experiments and conducting user interviews to validate solutions before building.
You don’t just read data; you interpret it. You have a strong ability to draw meaningful insights from metrics to inform prioritization and strategy.
Experience or strong interest in AI/ML applications; you understand how to leverage data to create personalized user experiences.
Proven ability to transform ambiguous business requirements and market needs into clear, actionable user stories and a cohesive product strategy.
Exceptional written and verbal communication skills, with the ability to articulate the "why" behind decisions to engineers, designers, and executives alike.
Experience thriving in fast-paced, unstructured environments. You are comfortable navigating ambiguity and have a strong sense of self-ownership.
A natural ability to build rapport and drive close partnerships across Design, Engineering, and GTM teams.
You are proactive, resourceful, and results-oriented. You treat the product as if it were your own business.

Competitive salary.
Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.