What are the responsibilities and job description for the Product Owner position at OneVest?
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, you'll champion the voice of our users and stakeholders, guiding the team to build intuitive, high-impact features that enhance every client and advisor interaction. Working cross-functionally with engineering, design, and business partners, you'll bring the product vision to life—creating seamless experiences for account management, money movement, portfolio monitoring, and advisor–client engagement.
Your Responsibilities:
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 recruiting@onevest.com and we'll be happy to support you.
As a Product Owner, you'll champion the voice of our users and stakeholders, guiding the team to build intuitive, high-impact features that enhance every client and advisor interaction. Working cross-functionally with engineering, design, and business partners, you'll bring the product vision to life—creating seamless experiences for account management, money movement, portfolio monitoring, and advisor–client engagement.
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.
- Bachelor's degree in business, engineering or a related field.
- Minimum of 3 years' experience in a Product Owner or similar role within a high-growth SaaS environment.
- Proven ability to quickly grasp complex products, workflows, and user needs in a dynamic SaaS environment.
- Strong knowledge of our tech stack or similar technologies; excitement to learn.
- Ability to manage and prioritize multiple projects simultaneously in a fast-paced environment.
- 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
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 recruiting@onevest.com and we'll be happy to support you.
