Full-time • Remote At Boldin, our aim is to enable anyone to live better by making the most of their money and time. Our comprehensive financial planning platform allows anyone to create a plan and understand how decisions they make today can impact their future.
We have seen exponential growth as we expand our financial planning software footprint for consumers, advisors, workplace, and enterprise clients. We need bright, motivated people to join us at this crucial expansion phase and play a key part in taking our company to the next level.
About the RoleWe're looking for a dynamic Senior Product Manager to join our growing team. You will identify, scope, and lead strategic initiatives that will drive the growth of Boldin's financial planning platform and deliver for our enterprise clients. As a member of an early-stage startup, you will have a huge influence on the company's impact and success—if this excites you, please apply!
Our platform encompasses direct-to-consumer financial management tools, a white-label enterprise financial planning platform, financial mini-tools, and our best-in-class financial projection API that enables a variety of customized experiences. Working closely with a cross-functional team (Services, Design, Engineering, Marketing, and Customer Support), you'll deliver research, analysis, and requirements documentation while facilitating group discussions, managing engineering scope, QAing when needed, and taking ownership of your projects.
Besides previous product manager roles, other backgrounds we're interested in include financial services, engineering, design, and business analytics. If you thrive at the real-world intersection of people, software, design, and data and want to drive critical projects at an exciting business in high-growth mode, apply today.
What you will do:Engage with key stakeholders, including customers, partners, and internal teams, to gather insights and validate product concepts.Manage the product life cycle from discovery and ideation through final execution.Work across multiple, cross-functional teams from both internal and external organizations to implement high-value D2C & B2B projects.Translate business goals into bodies of work (e.g., user stories) in collaboration with small, agile teams (product, engineering, design).Manage and groom backlog(s) supporting platform capabilities tied to company objectives and roadmap.Conduct competitive analysis and customer research.Design and track key product metrics to deliver impactful customer insights and product recommendations.Monitor adoption, usage, and LTV impact of both new and existing features.Communicate product updates, results, and day-to-day minutiae across the organization (and when necessary, externally as well).Contribute to the identification of market opportunities, business cases, and product strategy.What you bring:5+ years experience in product management or business analysis at a tech company (preferably SaaS or fintech), financial services (investment or retail banking), management consulting, or similarly rigorous work environment.Success with shipping and iterating on software products with cross-functional teams.Demonstrated comfort operating in and navigating through ambiguity and creating clarity for teams.High level of inquisitiveness, initiative, and critical thinking.Exceptional stakeholder management skills and proven ability to communicate and negotiate with a diverse array of collaborators.Experience with client-facing engagements, preferably in a lead role.Systematic, quantitative approach to problem-solving and strong attention to detail.What we offer:Remote work environment.Actual work/life balance (unlimited PTO).Great health insurance.401k matching.Dental, vision, and life benefits.This is a fully remote position. Salary Range$145,000 - $180,000
This position offers a competitive salary between $145,000 and $180,000, depending upon experience and qualifications. Salary may vary by location based on factors, including the cost of living. We are committed to paying our employees fairly and providing opportunities for professional growth and development.We want to be as inclusive as possible in our hiring process. If you don't have 100% of what we're looking for, but feel like you're pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.
Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities. We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.
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