Product Manager

Location: Remote, USA (EST hours preferred)

Wealthbox, a maker of CRM software for financial advisors, is seeking a Product Manager. Highly visible in our organization, Product Managers at Wealthbox are technically oriented, work closely with internal and external stakeholders to bring delight to end-users and build systems and features that increase revenue and retention.



  • Collaborate with the Head of Product to define and prioritize the product roadmap.
  • Analyze feedback from customers, join calls with team members and customers, stay up-to-date on industry trends, and more — to make informed product decisions.
  • Author and present product requirement documents. At Wealthbox, these documents typically combine words and imagery to communicate what will be delivered when completed.
  • Work with business leaders to understand and contribute to the financial aspects of the product, including billing, subscriptions, and pricing.
  • Work closely with engineering, QA, and design team members during the product development lifecycle.
  • Prioritize work within the product development lifecycle to help the team release more quickly.
  • Collaborate with marketing, sales, success, and support teams to define and support the go-to-market strategy.
  • Help the team ship great work.


Desired Skills & Experience

  • 3+ years of experience in product management in the fintech space or adjacent industry.
  • Familiarity with CRM systems and the competitive landscape.
  • Enjoys working with distributed teams in a remote work environment and has a proactive approach to problem-solving in a remote context.
  • Strong ability to prioritize and find the critical path through complex work.
  • User-centric design thinking, strong analytical skills, effective at building consensus, and customer focus.
  • Ability to adapt as new information is discovered.
  • Strong written and verbal communication skills, especially email and video conferencing.
  • Prior product management experience in CRM or other SaaS products is a big plus.


Work Schedule

  • Weekdays, during business hours.
  • No travel required.



  • Competitive compensation
  • Comprehensive health plan coverage
  • 401k plan
  • Paid time off


Interested? Email us a note with your resume and a link to your Linkedin profile to


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