Who Are We?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell's north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell's focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

Why Vestwell?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we've set out to achieve and we are working hard to get there. We're ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

Vestwell is expanding and we're anticipating breakout customer and revenue growth in 2022. We're keen to add a tech-savvy Associate Product Manager to our Product team, supporting our A5Y Squad that's passionate about changing the retirement and workplace savings industry. We're looking for a customer-centric problem solver, who's excited to build and level-up their Product Management skills. We're a high-growth startup so you'll be actively engaging with teams across the organization, while continuously driving business priorities forward.

The Associate Product Manager will contribute throughout the product life cycle in the delivery of product features and enhancements from the requirements phase through user acceptance and production support. You are someone who will dive into whatever creative challenge is placed in front of you, as you'll have your hand in many of the following: writing product requirements, conducting business analysis, defining acceptance criteria and test cases, and working with UX to hone wireframes. To accomplish this, the ideal candidate must have a strong focus on execution and delivery and the ability to cross-functionally collaborate and build strong relationships with various internal engineering, business, operations, and QA teams.

You'll join the Investments product squad. Our mandate covers both external (customer/Saver facing) and internal (operational oriented) products and experiences. As such, we aim to provide both a delightful saver experience in understanding how their investment choices help meet their retirement planning goals, and an efficient internal experience to carry out operational needs to support our advisory services. We are a small, but mighty team that's tasked with key company-wide revenue and efficiency objectives.

Day to day, you will:

• Help define the scope of projects using input from product leaders, business stakeholders, subject matter experts, and engineers
• Break down complex business use cases into product and feature specifications
• Partner with our Investments Advisory Services team to be the data steward for Investments data
• Collaborate with UX to produce wireframes, and work with QA to create and execute test plans
• Work closely with engineers to answer questions and clarify requirements as necessary
• Coordinate releases, and help business stakeholders manage communication and training around new functionality as necessary
  
  

Requirements

The Necessities

• Prior professional and/or university curriculum experience as a business or data analyst or product manager
• Ability to thoroughly understand business use cases, define solutions, and specify product/functional requirements for use by the engineering and QA team
• Experience with data analysis tools (SQL, Heap etc.) and data-driven decision making to drive business/product outcomes
• Experience working in an Agile software development environment and conducting relevant ceremonies (backlog refinement, sprint planning, and sprint retro)
• Ability to work in a fast paced, constantly evolving environment, and meet deadlines under tight time constraints
  
  

Nice to Haves

• Early stage startup, Fin-Tech, Tech, and/or Financial Services experience
• Passionate about investments or financial planning or helping people save for retirement
• Technical/programming background
• Experience with data integrations (e.g., APIs, JSON, XML, etc.)
  
  

Our Benefits

We're a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!