OneVest is a fast-growing technology company on a mission to Power the World's Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We've been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you're passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

We are looking for a Product Manager to own and define the workflows and onboarding experience within OneVest. This role is critical to how actions and processes function across our platform, ensuring seamless automation and intuitive user flows for advisors and investors.You will drive the strategy, execution, and continuous improvement of our workflows, making them more efficient, flexible, and scalable.

If you thrive in fast-moving environments, love designing powerful yet simple experiences, and have B2B SaaS experience, we'd love to hear from you!

What You'll Be Doing:

Product Vision & Strategy

• Own the end-to-end workflows and onboarding experience, ensuring all processes are seamless, automated, and scalable.
• Define a product strategy and roadmap focused on optimizing user journeys, reducing friction, and improving efficiency.
• Prioritize product features based on customer needs, business objectives, and industry trends.
  
  

Customer-Centric Development

• Partner with customers, sales, and support teams to deeply understand pain points in existing workflows.
• Work closely with advisors, portfolio managers, and financial institutions to refine onboarding and account setup experiences.
• Implement user research, A/B testing, and iterative improvements based on feedback and analytics.
  
  

Cross-Functional Leadership

• Collaborate with engineering, design, operations, compliance, and portfolio management to bring ideas to life.
• Drive alignment across teams, ensuring smooth execution of workflow and onboarding-related projects.
• Champion workflow automation, integrations, and process improvements across the platform.
  
  

Execution & Delivery

• Maintain a well-organized ticket backlog and integrate with agile sprints to ensure smooth development cycles.
• Ensure workflows align with regulatory requirements, data security standards, and industry best practices.
• Own product launches and adoption metrics, ensuring seamless rollout and stakeholder communication.
  
  

Data-Driven Decision Making

• Leverage analytics to track user behavior, identify inefficiencies, and optimize workflow performance.
• Continuously assess the impact of workflow changes and iterate based on results.
  
  

Must Haves

• Bachelor's degree in business, engineering, or a related field.
• 5+ years of experience in product management, with a preference for experience in B2B SaaS companies with configurable feature sets and financial services or technology sectors.
• Experience with business process automation, low-code/no-code tools, or API-based workflows.
• Strong knowledge of wealth management or fintech products.
• Experience working with workflow engines, automation tools, or rules-based decision systems.
• Exceptional communication and leadership skills, with a demonstrated ability to collaborate across teams.
• Analytical mindset with a data-driven approach to product development and decision-making.
• Proven experience leading product strategy and executing successful product launches in an agile environment.
• Familiarity with product management tools and methodologies.
• A passion for building innovative, customer-centric solutions in a fast-paced, startup environment.
  
  

What It's Like To Work With Us:

• Culture: It's fun, rewarding, fast-paced - and we build cool stuff, too!
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan
  
  

Sound like a good fit? Apply today!

Don't meet every single requirement? We encourage you to apply anyways. If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.

OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to [email protected] and we'll be happy to support you.