Job description
Full-time • Remote
At Boldin, our aim is to enable anyone to live better by making the most of their money and time. Our comprehensive financial planning platform allows anyone to create a plan and understand how decisions they make today can impact their future.
We have seen exponential growth as we expand our financial planning software footprint for consumers, advisors, workplace, and enterprise clients. We need bright, motivated people to join us at this crucial expansion phase and play a key part in taking our company to the next level.
About the Role
Boldin is looking for a Senior Product Manager with deep experience in consumer fintech and a strong understanding of personal financial planning. As a foundational member of our product team, you’ll play a critical role in shaping the user experience, building core product functionality, and driving strategic initiatives that improve how users plan, manage, and optimize their finances.
Boldin offers direct-to-consumer financial planning software as well as white-label tools for enterprises to deliver to their employees, members and plan participants. You can try the product yourself at www.boldin.com.
You’ll work cross-functionally with design, engineering, and marketing to deliver high-impact features across our product portfolio. As a member of an early-stage startup you will influence the impact and success of the company. If you thrive at the real-world intersection of people, software, design, and data, and you want to drive critical projects at an exciting business in high-growth mode, apply today.
What you will do:
- Own key parts of Boldin’s product roadmap — from shaping priorities to defining scope and sequencing delivery.
- Drive execution end-to-end: take projects from idea through research, discovery, design, development, QA, and launch.
- Lead cross-functional teams across product, design, and engineering — ensuring alignment, velocity, and accountability
- Co-own outcomes with design and engineering, operating as a tight-knit product trio focused on delivering value with speed and quality
- Shepherd high-quality releases by writing clear specs, managing timelines, unblocking issues, and holding teams to a high bar.
- Develop deep user understanding to inform product decisions — through direct customer interaction, data analysis, and market insight. Bring a data-informed mindset to experimentation, A/B testing, and cohort analysis to improve engagement and outcomes.
- Define and track success metrics for every initiative, and iterate based on what’s working (or not).
- Collaborate closely with stakeholders in marketing, customer success, and partnerships to ensure seamless execution across go-to-market efforts.
- Move fast, prioritize well, and operate with urgency in a fast-paced startup environment.
What you bring:
- 5+ years of product management experience, ideally within consumer fintech, financial wellness, or personal finance platforms.
- Proven success building B2C SaaS or PLG products, with strong intuition for user experience and customer lifecycle.
- Knowledge of financial products and planning domains — including budgeting, investing, or financial coaching.
- Experience with onboarding, activation flows, and behavioral psychology.
- Strong analytical skills — comfortable with SQL, product analytics tools (e.g. Amplitude, Heap, Mixpanel), and experimentation frameworks.
- Demonstrated ability to work autonomously in fast-paced, startup environments.
- Excellent communication and cross-functional collaboration skills.
- Bachelor’s degree in a relevant field (Business, Computer Science, Economics, etc.) or equivalent practical experience.
What we offer:
- Remote work environment
- Actual work/life balance (unlimited PTO)
- Great health insurance
- 401k matching
- Dental, vision, and life benefits
This is a fully remote position
Salary Range
$145,000 - $180,000
This position offers a competitive salary between $145,000 and $180,000, depending upon experience and qualifications. Salary may vary by location based on factors, including the cost of living. We are committed to paying our employees fairly and providing opportunities for professional growth and development.
We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.
Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.
