Product Manager

WealthPlus is hiring a Product Manager to shape product strategy and drive roadmap delivery for workplace benefits and financial wellness platform capabilities.

Responsibilities

• Own product strategy, roadmap planning, and delivery for assigned WealthPlus platform capabilities across workplace benefits, financial wellness, retirement, wealth, and health solutions.
• Define and prioritize product features supporting plan and account setup, eligibility, contributions and funding, servicing workflows, transactions, reporting, integrations, and digital user experiences.
• Collaborate with Technology, Operations, Compliance, Sales, and Client Success to convert business, regulatory, and operational needs into scalable platform functionality.
• Maintain the product backlog, including epics, features, user stories, acceptance criteria, dependencies, and release scope.
• Lead discovery, grooming, and specification reviews, and support demos, UAT, and release readiness.
• Track client feedback, market trends, operational metrics, and product performance to refine roadmap priorities and drive continuous improvement.

Requirements

• Bachelor’s degree in Business, Finance, Operations, Information Systems, Computer Science, Healthcare Administration, or a related field.
• 5+ years of experience in product management, product ownership, business analysis, platform strategy, or technology delivery within fintech, financial services, wealth management, retirement, health benefits, workplace benefits, benefits administration, recordkeeping, or enterprise SaaS.
• Proven experience managing product backlogs, epics, features, user stories, acceptance criteria, release scope, and cross-functional delivery in agile or hybrid environments.
• Demonstrated partnership experience with engineering, QA, operations, compliance, sales, client service, implementation, and executive stakeholders.
• Strong understanding of fintech and/or financial services operations, including workplace benefits, wealth management, retirement plans, health benefits, benefits administration, and recordkeeping.
• Ability to understand workflows, APIs, data models, integrations, business rules, permissions, and system logic.
• Strong analytical and problem-solving skills with a focus on prioritization and decision-making.
• Excellent written and verbal communication skills, including the ability to explain complex platform concepts to technical and non-technical stakeholders.
• Comfort using product and collaboration tools such as Jira, Confluence, Figma, Lucidchart, Salesforce, Zendesk, or similar platforms.

Technologies

• Jira
• Confluence
• Figma
• Lucidchart
• Salesforce
• Zendesk
• APIs

Preferred

• Experience building or modernizing a fintech, workplace benefits, retirement, wealth, HSA/health benefits, or employee benefits technology.
• Knowledge of regulatory frameworks affecting financial services, retirement, health benefits, savings accounts, data privacy, servicing, disclosures, and reporting.
• Experience with custodial integrations, payroll feeds, account transfers, investment workflows, claims/reimbursement workflows, compliance reporting, or related partner integrations.
• Familiarity with API-first platforms, event-driven architecture, configurable rules engines, data mapping, or platform integrations.
• Experience supporting service providers and strategic partners across a multi-stakeholder platform model.

Benefits

• Competitive base salary: $145,000 - $160,000 per year, commensurate with experience and geographic market.
• Annual discretionary bonus and equity opportunities.
• Comprehensive benefits package including medical, dental, vision, and paid time off.

Location: New York, NY (onsite)

Salary: USD 145,000 - 160,000 per year