Product Manager

OnevestOnsite

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 recruiting@onevest.com and we’ll be happy to support you.

Life at Onevest

The Onevest ecosystem supports founders and investors in building successful ventures. Onevest provides technology products to connect founders, investors, advisors and influencers in the entrepreneurship community seamlessly and easily. Onevest is currently operating 1000 Angels which is the world's largest digital-first, invitation-only investor network that allows members to build a venture portfolio free of management fees, carried interest, or large capital commitments. 1000 Angels provides its members with the ability to create their own venture portfolios from a constantly updated selection of high quality, exclusive investment opportunities in some of the most exciting high-growth, early-stage companies in the world. Membership is open by invitation to accredited investors only. In addition, Onevest is operating CoFoundersLab which is the leading matchmaking service for founders connecting them with other cofounders, advisors, and interns. CoFoundersLab has also partnered with some of the major startup hubs, including universities and accelerator programs, to help them fostering innovation and building teams that would later launch startups.

Thrive Here & What We ValueFun, rewarding, fast-paced - and we build cool stuff, too! | Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | Employee Stock Option Purchase Plan | Flexible & hybrid working environment</s> | Fun, rewarding, fast-paced work environment | 9. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 10. Employee Stock Option Purchase Plan | 11. Fun, rewarding, fastpaced - and we build cool stuff, too! | 12. Dedicated to building a diverse, inclusive, and authentic workplace.</s> | Forbes's best start-up employers | WealthTech100 list for 2024 | Backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more.</s> | 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year | A flexible & hybrid working environment</s> | 1. Fun, rewarding, fastpaced work environment | 2. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 3. Employee Stock Option Purchase Plan | 4. Flexible & hybrid working environment</s> | 1. It’s fun, rewarding, fastpaced - and we build cool stuff, too! | 3. Employee Stock Option Purchase Plan</s> | 11. It’s fun, rewarding, fastpaced - and we build cool stuff, too! | 12. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 13. Employee Stock Option Purchase Plan</s> | 2. Build cool stuff | 3. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start | 4. Employee Stock Option Purchase Plan | 5. Flexible & hybrid working environment | 6. Dedicated to fostering a diverse, equitable, and inclusive workplace.</s> | 1. Fun, Rewarding, FastPaced Environment | 3. Comprehensive Group Health, Dental, and Vision Benefit Plan | 6. Dedicated to Fostering a Diverse, Equitable, and Inclusive Workplace</s> | 1. Fun and rewarding work environment | 2. Flexible and hybrid working environment | 5. Dedicated to fostering a diverse, equitable, and inclusive workplace.</s> | Fun, rewarding, fast-paced environment where you can build cool stuff too! | Bold: We’re not afraid to think big and reach for the stars. | Innovative: We find new ways to solve old problems. | Inclusive: We believe that wealth is for everyone. | Trustworthy: We create trust by doing everything with honesty and transparency.</s> | 1. Fun, rewarding, fastpaced work environment. | 2. Comprehensive Group Health, Dental and Vision Benefit Plan right from the start. | 3. Employee Stock Option Purchase Plan. | 4. Flexible & hybrid working environment. | 4. Dedicated to fostering a diverse, equitable, and inclusive workplace.</s> | 1. Fun and Rewarding Workplace | 2. FastPaced Environment | 3. Building Cool Stuff | 4. Comprehensive Group Health Benefits | 5. Flexible Working Environment</s> | 5. Dedicated to Fostering a Diverse, Equitable, and Inclusive Workplace</s>

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