Product Manager
Role Overview
The Product Manager advocates for users and creates intuitive product experiences at a financial services organization transforming into a financial technology company.
Translates customer needs, market insight, and company strategy into product direction and an executable roadmap.
Leads cross-functional product work from discovery through delivery and optimization, aligning teams on problems, outcomes, and success measures.
Success includes clear strategy, validated customer value, focused execution, evidence-based decisions, and continuous improvement.
Key Skills for This Role
Full Job Posting
Role overview
The Product Manager advocates for users and creates intuitive product experiences at a financial services organization transforming into a financial technology company.
Translates customer needs, market insight, and company strategy into product direction and an executable roadmap.
Leads cross-functional product work from discovery through delivery and optimization, aligning teams on problems, outcomes, and success measures.
Success includes clear strategy, validated customer value, focused execution, evidence-based decisions, and continuous improvement.
Product strategy and discovery
- Develop product vision, strategy, goals, and positioning aligned with company priorities; maintain an outcome-oriented roadmap.
- Identify opportunities through market research, competitive analysis, customer feedback, product data, and operational insight.
- Prepare recommendations for governance and portfolio decisions.
- Partner with research, design, client-facing teams, and subject matter experts to understand needs and validate concepts.
- Turn research into clear requirements, experience principles, and measurable outcomes.
Delivery and lifecycle management
- Lead cross-functional work across design, engineering, business analysis, operations, compliance, marketing, sales, and service.
- Define epics, capabilities, requirements, and priorities; manage scope, dependencies, and risks.
- Participate in planning, refinement, reviews, and release readiness; coordinate launch, adoption, communications, training, and operational readiness.
- Set pre-launch success metrics and monitor adoption, customer outcomes, operational performance, financial impact, quality, and risk.
- Recommend investment, optimization, repositioning, consolidation, or retirement using evidence; own initiative success against adoption, objectives, KPIs, and NPS.
- Share concise, decision-oriented product performance updates; perform other duties as assigned.
Required experience and skills
- At least two years of B2B enterprise software product management experience.
- At least three years in the retirement services industry or at a company developing software for that industry.
- Experience managing digital products, platforms, or customer experiences through discovery, delivery, launch, and optimization.
- Translate strategy and customer problems into priorities, requirements, and measurable outcomes.
- Strong writing, speaking, facilitation, and executive presentation skills.
- Interpret product, customer, financial, and operational data; manage priorities, ambiguity, dependencies, and stakeholder expectations.
Schedule
- Monday through Friday, 8:00 a.m. to 5:00 p.m.
Work location
- Work location is in-office or hybrid in La Mesa, California, or remote.
Compensation
- Salary range is $140,000 to $160,000 per year.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career