Associate Product Manager
About the job
Who We Are
About leafplanner
We are at the forefront of family office technology, family enterprise management, and WealthTech, standing as a beacon of innovation and excellence. We empower affluent families and their advisory firms with essential knowledge, engagement, and preparedness tools, driving a transformative impact on families across generations. Our award-winning platform, born from over thirty years of wealth advisory and risk management expertise, offers a holistic approach to managing family and family enterprise information. This unique perspective enables efficient workflow management, blind spot identification, and streamlined succession management, ensuring a lasting legacy and peace of mind for our client families.
Our Mission
Our dedication goes beyond client satisfaction; we're committed to increasing family education and preparedness and enhancing our clients' ability to leave a significant legacy. By providing essential knowledge and creating innovative tools, we aim to secure peace of mind, prevent missed opportunities, and amplify generational influence. At leafplanner, our clients' success is our success, driving us to continually explore new avenues to enrich their lives and family legacies.
Recognition
As a recognized leader in our field, we have garnered accolades, including Family Wealth Report Awards 2023 and 2024, with features in Forbes, Spear’s, Crain Currency, Wealth of Wisdom 2.0, Family Offices: The STEP Handbook for Advisors, and prominent industry podcasts. Our reputation is a testament to our commitment to excellence and innovation in the wealth management sector.
Position Overview
We are seeking an extraordinary individual for an Associate Product Manager position who is passionate about making a tangible impact and contributing to an industry-defining journey.
As an Associate Product Manager, you will play a critical role in the success of our product by supporting the product team in bringing new features and improvements to market. This is an excellent opportunity for someone looking to grow their career in product management while gaining hands-on experience in a dynamic and fast-paced SaaS environment. You will work closely with product leadership, developers, designers, and Customer Success to execute and help define our product strategy and deliver an exceptional user experience.
Who You Are
The Ideal Candidate
- You insist on working with excellent people. You are eager to collaborate with them and intend to make a valuable contribution to the world.
- You are a person who wants to develop outstanding skills and experience in product, UX, technology, and wealth management.
- Bachelor’s degree in Business, Computer Science, Engineering, or related field (or equivalent experience).
- 1-3 years of experience in product management, project management, or a related role, preferably at a SaaS Company in the WealthTech/FinTech industries.
- Strong analytical and problem-solving skills with a keen attention to detail.
- Excellent communication and collaboration skills, with the ability to work cross-functionally.
- Familiarity with agile methodologies and project management tools (e.g., Jira, Trello, Asana).
- Product Owner certification is a plus.
- A passion for technology and delivering high-quality user experiences.
- Basic knowledge of software development principles is a plus.
Key Responsilbilities
- Collaborate with product leadership and cross-functional teams (engineering, design, marketing, and customer success) to prioritize and deliver features that enhance user experience.
- Contribute to product documentation and assist with educational materials, guiding clients and internal teams on new features or updates.
- Support the product lifecycle, from concept through launch, ensuring products are delivered on time and meet quality standards.
- Assist in roadmap planning, feature definition, and creating detailed product requirements documents (PRDs), and user stories for new features.
- Conduct user acceptance testing (UAT) to validate that features meet the needs of end-users.
- Monitor product performance and key metrics, ensuring product releases are aligned with company goals and client satisfaction.
- Communicate clearly with internal stakeholders about product goals, timelines, and development progress.
- Conduct user research and gather feedback from clients (families and advisors) to deeply understand their pain points and needs, helping to shape product requirements.
leafplanner is built on the pillars of trust, communication, empowerment, and transparency. We are dedicated to fostering a culture that embodies these values at every level. Our team enjoys competitive salaries, comprehensive healthcare coverage, unlimited PTO, and flexible remote work options, reflecting our commitment to their well-being and professional growth.
Join us at leafplanner, where your work not only contributes to our growth but also helps shape the legacies of families across generations.
Commitment to Diversity
As an Equal Opportunity Employer, leafplanner embraces diversity and inclusion. We are dedicated to building a team representing various backgrounds, perspectives, and skills, ensuring a vibrant and inclusive workplace.
Accessibility and Accommodation
We are committed to ensuring accessibility for all candidates. Individuals with disabilities are encouraged to apply and may request reasonable accommodations at any stage of the application or interview process.