Senior Data Analyst - Product

Vestwell Inc; New York (NY); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Hybrid work model

Bonus pool eligibility

Equity eligible

Job summary

Vestwell Inc, a fintech company powering the new savings economy, is seeking a Product Manager focused on data-driven solutions. You will translate end-user needs into focused features across our data platforms, collaborating with operations, development, QA, and stakeholders.

Based in New York or Austin, the role is hybrid in-office. You will define requirements, acceptance criteria, and test cases, contribute to AI and automation initiatives, and help refine the product vision.

Qualifications

• 3+ years of Product Management experience
• Exceptional business and systems analysis skills
• Ability to document business/functional requirements and use cases
• Consistent management of project work through the SDLC
• Fast-paced, deadline-driven environment experience
• Independent and collaborative team player across Product, Engineering and QA
• Excellent verbal and written communication skills
• Ability to interface with internal stakeholders
• Experience with SQL, reading and writing to some extent

Responsibilities

• Understand high-level strategic initiatives and translate into buildable features
• Communicate plans and decisions effectively
• Break down requirements into discrete tasks with clear acceptance criteria
• Assist QA with test cases to ensure coverage and code quality
• Provide feedback to development team and help resolve bugs
• Complete functional testing and sign-off for end-user verification
• Develop processes to track usage trends and inform future development

Skills

Product management

Requirements analysis

SDLC

SQL reading/writing

Communication

Job description

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.

Vestwell is expanding and we’re keen to add an amazing Product Manager to our team who’s passionate about data—we’re talking everything from pipelines to automation to AI. We’re looking for someone who loves to solve problems and is driven to build great solutions. You will work across all our product lines - translating end-user needs into focused, actionable steps, that result in timely data products. You will help refine and execute our product vision, improving the requirement-intake process, and implementing new processes on a quarterly basis. Vestwell is a continuously evolving data engine at its heart.

If you are someone who dives into whatever challenge is placed in front of you, you will be involved in the planning and management of the following facets of our work process: product requirements, functional requirements, acceptance criteria, test cases, AI deep research. Your job requires an amazing relationship with operations, development, QA, and business stakeholders to deliver new product features that critically impact the growth of our company.

What Will You Be Doing?

• Understand high-level strategic initiatives and stakeholder requirements; identify opportunities; and translate inputs into buildable features with clear benefits
• Effectively communicate and share plans and decisions
• Partner with developers to break down product requirements into discrete tasks with clear functional requirements/acceptance criteria
• Assist QA team in understanding the appropriate positive and negative test cases to ensure test coverage and a high level of code quality
• Provide constant and iterative feedback to the development team, including identifying bugs and assisting in resolution
• Complete functional testing and provide initial product sign-off when features are ready for end-user verification
• Develop processes and tools for tracking usage trends and allow data to inform future development plans

Requirements

The Necessities

• 3+ years of Product Management experience
• Exceptional business and systems analysis skills
• Ability to thoroughly understand and document business/functional requirements and use cases
• Consistent management of project work through the SDLC
• Ability to work in a fast-paced, project-oriented environment to meet deadlines under tight time constraints
• Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources
• Excellent communication skills, both in verbal and written formats
• Must have the ability to interface with internal stakeholders
• Experience with SQL, must be able to read it and write it to some provable extent

The Extras

• Finance or retirement-plan knowledge
• Data warehousing experience
• Snowflake experience

This role will be based in either our New York or Austin office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $95K - $115K 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.