Product Manager

At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.

We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.

If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.

We’re looking for 2 Product Managers to join our team, to own and drive key parts of our mission. The Product team defines and delivers customer focused propositions for Wealth Wizards and their clients, balancing customer needs, commercial goals with regulatory requirements. We use data and insight to prioritise, iterate, and improve - working cross functionally to create digital or hybrid journeys that build customer understanding, confidence, and action.

As a Product Manager, you will co-lead one of our cross-functional development teams (either for our Property Wealth or Connected Help Proposition) and will be responsible for your product and implementation of the overall product vision and strategy. Our cross-functional teams build, refine and support a set of products and services that help our clients and their customers to better understand their finances and to make better more informed decisions around their money. We work autonomously but collaboratively to solve problems for each other and our users - prioritising small and iterative developments over large, complicated projects.

Both roles share a mission of helping customers make better financial decisions for their retirement, delivering on our mission of making financial advice and guidance more accessible and affordable.

Our new Property Wealth Product Manager will be responsible for managing the design, build and optimisation of a key element of our new Property Wealth digital product set, working with Royal London Equity Release Advisers. It plays a key role in supporting colleagues to deliver a more scalable and remote-led advice service, delivering on our mission of making property wealth planning a mainstream part of retirement planning.

Our new Connected Help Proposition Product Manager will be responsible for managing the design, build and optimisation of new digital-first journeys to help Royal London deliver their vision of giving every customer a retirement plan – connecting planning tools, financial coaching and advice journeys together in a way that helps customers to make a plan and take action on it.

About you

You’re already an experienced Product Manager / Owner and you’ll know how to work in a cross-functional team and as trio with engineering and design. You’re proactive, responsible and have excellent attention to detail. You obsess about your understanding of your customer and your team’s output (ensuring everything is usable, accessible and useful). You’re curious about why things happen and how things work, experienced using data to benchmark and measure your product’s performance and evidence good outcomes.

As we operate in a regulated sector, we take standards seriously. The work matters, and so does how we go about it. We’re a team of capable and curious people who want to do meaningful work and make the experience better for customers, colleagues and each other. Strong technical ability is important, but it’s only part of what makes someone successful here.

We’re interested in the person behind the CV. Their judgement, their attitude, and the way they contribute to a team. We value people who bring something of themselves to the work.

That means we’ll be looking for qualities like empathy, self-awareness, resilience, good judgement. People who can think clearly, work well with others and stay constructive when things are complex or challenging.

Ideally, you’ll already operate in a financial service context, so you’ll understand the dynamics of the industry and the regulatory environment we operate in. It’s not essential, but very desirable if you have relevant domain knowledge - experience in fintech within an Advice / Guidance, Lending or Equity Release context, or have worked on Colleague focused journeys or platforms that support regulated processes.