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 a Product Owner supporting our Client & Advisor Portals team, you will be the voice of our users and stakeholders, ensuring the development team builds intuitive, impactful features that enhance the digital experience for clients and advisors. You’ll collaborate with engineering, design, and business teams to drive the product vision forward, delivering seamless and efficient experiences that support account management, money movement, portfolio monitoring, and advisor-client interactions.
Your Responsibilities:
- Own and prioritize the product backlog, translating business goals and user needs into clear user stories and acceptance criteria;
- Communicate product requirements and priorities to the development team to ensure alignment with the portal strategy and vision;
- Partner with stakeholders to define features that improve advisor workflows and client experiences, such as account onboarding, portfolio views, transaction history, and communication tools;
- Collaborate with engineering to plan sprints, manage dependencies, and coordinate portal releases;
- Review and accept development work, ensuring it meets functional requirements, usability standards, and delivers value;
- Champion an iterative release process, continuously improving portal functionality with frequent, high-value updates;
- Act as the primary point of contact for all product-related questions for client and advisor portals;
- Monitor portal adoption, performance, and engagement, sharing insights with senior management to inform strategy.
Your Skills & Qualifications:
- 3+ years of experience in a Product Owner or similar role, preferably within wealth management, fintech, or financial services;
- Bachelor’s degree in business, engineering, or a related field;
- Familiarity with digital client/advisor platforms, including functionality such as onboarding, money movement, account maintenance, and portfolio visibility;
- Strong technical acumen with our tech stack (or similar) and enthusiasm for learning new tools;
- Proven ability to prioritize and manage multiple projects in a fast-paced, agile environment;
- Understanding of US financial services and regulatory requirements, with an ability to translate them into user-centric portal solutions.
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.
