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.
As the Director, Product - Client & Advisor Portals you will play a key leadership role in shaping and executing OneVest’s product strategy for its client and advisor portals. You will be responsible for guiding the product roadmap, leading a team, and delivering innovative, high-impact solutions across our wealth management platform. Working closely with the engineering, design and marketing functions, you will ensure the successful delivery and adoption of customer-centric products that drive OneVest’s growth and market differentiation.
Your Responsibilities:
- Develop and execute a clear product strategy and roadmap for its client and advisor portals, that aligns with OneVest’s mission, business goals, and customer needs;
- Define and prioritize portal features and workflows based on customer feedback, data insights, market trends, and business objectives;
- Manage the full product lifecycle from ideation, user research, and design through to development, testing, launch, and iteration;
- Collaborate cross-functionally with engineering, design, compliance, marketing, and customer success to deliver intuitive, secure, and engaging digital experiences for both clients and advisors;;
- Champion a user-centric mindset, balancing the needs of individual investors and financial advisors with platform scalability and business outcomes;
- Mentor and lead the team, fostering a high-performing, collaborative product culture;
- Implement and refine product development best practices, ensuring delivery of high-quality, scalable solutions on time and within budget;
- Establish and track KPIs related to portal engagement, user satisfaction, and feature adoption to guide future enhancements;
- Stay informed on industry trends, competitive offerings, and evolving customer expectations in the wealth management and fintech space;
- Represent the voice of the customer internally and actively engage with clients and stakeholders to validate and iterate on product direction.
Your Skills & Qualifications:
- 8-10+ years of product management experience, ideally with direct ownership of customer- and advisor-facing digital platforms;
- Deep knowledge of the wealth management or financial services industry, including investment management, retirement planning, and tax optimization;
- Proven success in launching and scaling user-centric SaaS products in high-growth environments;
- Strong analytical skills with experience using behavioral data, user feedback, and engagement metrics to inform product decisions and prioritization;
- Excellent communication and collaboration skills with the ability to influence stakeholders and work effectively across functions;
- Experience working in Agile environments and familiarity with modern product development tools and methodologies;
- Ability to manage and prioritize multiple initiatives in a dynamic, fast-paced setting;
- A passion for innovation and building intuitive, high-impact products that deliver meaningful value to both end investors and financial advisors.
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 [email protected] and we’ll be happy to support you.
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