Product Manager

Company Description Advizmo is a cash management and investing app that works alongside users’ checking accounts to automate smart money decisions. The platform reviews balances and upcoming bills, identifies idle cash, and invests it into diversified funds while keeping enough cash available for near-term expenses and emergencies. By combining cash flow management with tax-aware investing, Advizmo helps individuals reduce manual effort, lower stress, and make their money work harder. The company’s mission is to help everyone feel more confident about their finances through automated, tax-smart investing and thoughtful cash management. Advizmo provides advisory services through an SEC-registered investment adviser and partners with a trusted custodian, with clear communication that investing involves risk and is not tax advice.
Role Description This is a full-time remote role for a Product Manager at Advizmo. The Product Manager will define product vision and roadmap for Advizmo’s cash management and investing experience, translating customer needs, regulatory considerations, and business goals into clear product requirements. Daily responsibilities include gathering and prioritizing user and stakeholder feedback, writing product specifications, collaborating with engineering, design, data, and compliance teams, and managing end-to-end feature delivery. The Product Manager will analyze product performance and customer behavior, run experiments, refine features based on data and insights, and ensure a seamless and trustworthy user experience across web and mobile. The role also includes coordinating go-to-market activities, supporting customer-facing teams with product knowledge, and continuously improving the product based on market trends and user research.
Qualifications
Strong product management skills, including roadmap planning, requirements definition, and cross-functional coordination.
Experience with user research, data analysis, and A/B testing to inform product decisions and measure impact.
Background in fintech, investing, or personal finance products, with familiarity in cash management and tax-aware investing concepts.
Ability to collaborate effectively with engineering, design, compliance, and customer support teams in a remote environment.
Excellent written and verbal communication skills, with the ability to explain complex financial concepts in clear, user-friendly language.
Comfort working with metrics dashboards and tools (e.g., analytics platforms, product management tools, ticketing systems).
Bachelor’s degree in Business, Engineering, Finance, Economics, Computer Science, or a related field, or equivalent practical experience.
Prior experience shipping consumer-facing digital products; experience in early-stage startups or fast-growing environments is a plus.

Work arrangement
Yes