Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is expanding and we’re keen to add an amazing Product Manager to our team who’s passionate about data—we’re talking everything from pipelines to automation to AI. We’re looking for someone who loves to solve problems and is driven to build great solutions. You will work across all our product lines - translating end-user needs into focused, actionable steps, that result in timely data products. You will help refine and execute our product vision, improving the requirement-intake process, and implementing new processes on a quarterly basis. Vestwell is a continuously evolving data engine at its heart.
If you are someone who dives into whatever challenge is placed in front of you, you will be involved in the planning and management of the following facets of our work process: product requirements, functional requirements, acceptance criteria, test cases, AI deep research. Your job requires an amazing relationship with operations, development, QA, and business stakeholders to deliver new product features that critically impact the growth of our company.
What Will You Be Doing?
- Understand high-level strategic initiatives and stakeholder requirements; identify opportunities; and translate inputs into buildable features with clear benefits
- Effectively communicate and share plans and decisions
- Partner with developers to break down product requirements into discrete tasks with clear functional requirements/acceptance criteria
- Assist QA team in understanding the appropriate positive and negative test cases to ensure test coverage and a high level of code quality
- Provide constant and iterative feedback to the development team, including identifying bugs and assisting in resolution
- Complete functional testing and provide initial product sign-off when features are ready for end-user verification
- Develop processes and tools for tracking usage trends and allow data to inform future development plans
Requirements
The Necessities
- 3+ years of Product Management experience
- Exceptional business and systems analysis skills
- Ability to thoroughly understand and document business/functional requirements and use cases
- Consistent management of project work through the SDLC
- Ability to work in a fast-paced, project-oriented environment to meet deadlines under tight time constraints
- Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources
- Excellent communication skills, both in verbal and written formats
- Must have the ability to interface with internal stakeholders
- Experience with SQL, must be able to read it and write it to some provable extent
The Extras
- Finance or retirement-plan knowledge
- Data-science degree
- Data warehousing experience
- Snowflake experience
- Former junior engineer
This role will be based in either our New York or Austin office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $95K - $115K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Skills Required
- 3+ years of Product Management experience
- Exceptional business and systems analysis skills
- Ability to thoroughly understand and document business/functional requirements and use cases
- Consistent management of project work through the SDLC
- Ability to work in a fast-paced, project-oriented environment to meet deadlines under tight time constraints
- Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources
- Excellent communication skills, both verbal and written
- Ability to interface with internal stakeholders
- Experience with SQL (read and write to a provable extent)
- Finance or retirement-plan knowledge
- Data-science degree
- Data warehousing experience
- Snowflake experience
- Former junior engineer
Vestwell Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vestwell and has not been reviewed or approved by Vestwell.
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Retirement Support — Company materials highlight a 'great 401(k)' with employer contributions. Feedback suggests a 3% non‑elective contribution with immediate vesting and broad eligibility, including part‑time staff and interns.
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Healthcare Strength — Company sources cite competitive health coverage and a company‑sponsored HSA funded by monthly employer contributions. Older posts referenced covering 100% of benefits, though current specifics should be confirmed during an offer process.
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Parental & Family Support — Employer communications describe 16 weeks of paid parental leave with a reduced‑schedule ramp‑back on return. Feedback suggests parental leave is viewed positively relative to other benefit categories.
Vestwell Insights
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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