Product Manager, Fintech Platform & Wealth Tech

WealthPlus; New York (NY); On-site; USD 145,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Annual discretionary bonus

Equity opportunities

Medical, dental, vision

Job summary

WealthPlus is seeking a Product Manager in New York City to lead product strategy, roadmap execution, and platform delivery across workplace benefits and financial wellness solutions.

You will define and prioritize features for plan and account setup, participant experiences, servicing workflows, reporting, and integrations, while partnering with Technology, Compliance, Sales, and Client Success to ensure compliant, intuitive experiences.

Qualifications

• Bachelor’s degree in a related field.
• 5+ years in product management, ownership, or related roles in fintech/wealth/benefits.
• Proven experience managing backlogs, epics, features, and cross-functional delivery in agile environments.
• Experience partnering with engineering, operations, compliance, sales, and client success stakeholders.

Responsibilities

• Lead product strategy, roadmap planning, and delivery for WealthPlus platform capabilities.
• Define and prioritize features for plan/account setup, servicing workflows, integrations, and UX.
• Partner with cross-functional teams to translate business and regulatory needs into scalable platform functionality.
• Own the product backlog including epics, features, user stories, acceptance criteria, and release scope.
• Lead discovery, grooming, specification reviews, demos, UAT support, and release readiness activities.
• Monitor client feedback, market trends, and product performance to inform roadmap priorities.

Skills

Analytical thinking

Communication

Agile delivery

Fintech knowledge

Platform strategy

Education

Bachelor’s degree

Tools

Jira

Confluence

Figma

Lucidchart

Salesforce

Zendesk

Job description

WealthPlus is seeking a Product Manager in New York City to lead product strategy, roadmap execution, and platform delivery across workplace benefits and financial wellness solutions.

You will define and prioritize features for plan and account setup, participant experiences, servicing workflows, reporting, and integrations, while partnering with Technology, Compliance, Sales, and Client Success to ensure compliant, intuitive experiences.