Product Manager
About this role
Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states. 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, visit vestwell.com
Who Are We Looking For?
Vestwell is expanding and we’re keen to add a Product Manager to our team who’s passionate about changing the retirement industry. We’re looking for someone who loves to solve problems and is driven to build great products. You will work across all of our solutions - 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.
This role will lead and expand Vestwell's user-facing platform experiences and identity capabilities, which includes:
- The end-to-end user experience across all persona types — advisors, participants, and sponsors — from onboarding through day-to-day web/mobile use, across surfaces including the portal, mobile app, reporting and statements, in-product education, and digital support tools (Help Center, chat, and notifications)
- Platform identity and security, including login, authentication, and account management
- White labeling and configurable partner experiences, including the platform infrastructure that supports them
- Self-service capabilities and digital servicing, reducing operational friction for customers and internal teams alike
- Accessibility and inclusive design across all user-facing surfaces
You’ll play a pivotal role in shaping how every user experiences Vestwell. Our team owns a uniquely broad surface area — this is a role that rewards deep product curiosity, tight cross-functional alignment, and a high bar for what gets shipped.
What Will You Be Doing?
- Own the squad roadmap end-to-end — translating stakeholder needs and company goals into focused initiatives, and communicating and defending priorities across the organization
- Partner with Design to drive UX quality from concept to delivery — raising the right questions, pushing on edge cases, and ensuring experiences are fully thought through before development begins
- Partner with Engineering and QA through the full development lifecycle — from clear requirements and acceptance criteria through feedback, bug identification, and final sign-off
- Proactively identify platform gaps, build the business case for addressing them, and use usage trends to inform what gets prioritized next
- Actively leverage AI tools to sharpen your own output, and identify opportunities to embed AI into the product experiences we build
Requirements
The Necessities
- 4+ years of Product Management experience, ideally in fintech, SaaS, or a similarly fast-paced product environment
- Strong UX judgement with a proven ability to partner with Design to deliver the best possible experience
- Ability to write detailed, unambiguous requirements that engineering can execute with confidence
- Comfort managing a wide portfolio of features and workstreams simultaneously
- Excellent collaboration, communication, and stakeholder management skills — proactive, transparent, and consistent in keeping teams aligned
- Experience with SQL and relational databases
The Extras
- Experience in the retirement industry (401(k), 403(b), IRA, etc.)
This role will be based in our New York City or Austin office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $135K - $150K 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 an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
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You'll be redirected to vestwell's official application page on Greenhouse.