Product Manager

Product Manager

Department: Product

Employment Type: Full Time

Location: New York City, NY

Compensation: $145,000 - $160,000 / year

Job Title: Product Manager

Location: New York, NY

Department: Product

Reports To: SVP, Head of Product

Position Summary

Wealth Plus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient.

At Wealth Plus, we’re redefining how organizations and individuals think about workplace benefits- making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!

The Product Manager will lead product strategy, roadmap execution, and platform delivery for key areas of the Wealth Plus workplace benefits and financial wellness ecosystem. This role will own the definition, prioritization, and delivery of product capabilities that support plan and account setup, participant and member experiences, servicing workflows, reporting, integrations, and digital user experiences.

This role is ideal for an experienced product leader who understands how to translate complex financial services, benefits, and operational requirements into scalable platform functionality. The Product Manager will partner closely with Technology, Operations, Compliance, Sales, and Client Success teams to ensure Wealth Plus delivers intuitive, reliable, and compliant experiences across all account holders, service providers and strategic partners.

Experience in retirement, recordkeeping, wealth technology, or workplace benefits is strongly preferred.

• Lead product strategy, roadmap planning, and delivery for assigned Wealth Plus platform capabilities across workplace benefits, financial wellness, retirement, wealth, and health solutions.
• Define and prioritize product features that support plan/account setup, eligibility, contributions and funding, servicing workflows, transactions, reporting, integrations, and digital user experiences.
• Partner with Technology, Operations, Compliance, Sales, and Client Success to translate business, regulatory, and operational needs into scalable platform functionality.
• Own the related product backlog, including epics, features, user stories, acceptance criteria, dependencies, and release scope.
• Lead discovery, grooming, specification reviews, demos, UAT support, and release readiness activities.
• Monitor client feedback, market trends, operational metrics, and product performance to inform roadmap priorities and continuous improvement.

Education & Experience:

• Bachelor’s degree in Business, Finance, Operations, Information Systems, Computer Science, Healthcare Administration, or a related field.
• 5+ years of experience in product management, product ownership, business analysis, platform strategy, or technology delivery within fintech, financial services, wealth management, retirement, health benefits, workplace benefits, benefits administration, recordkeeping, or enterprise SaaS.
• Proven experience managing product backlogs, epics, features, user stories, acceptance criteria, release scope, and cross-functional delivery in an agile or hybrid environment.
• Demonstrated experience partnering with engineering, QA, operations, compliance, sales, client service, implementation, and executive stakeholders.

Skills & Knowledge:

• Strong…