About the position
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. 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. 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.
Responsibilities
- 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.
Requirements
- 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.
Benefits
- Remote work environment
- Actual work/life balance (unlimited PTO)
- Great health insurance
- 401k matching
- Dental, vision, and life benefits
