Wealthy
https://www.wealthy.inAbout
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Jobs at Wealthy
We seek a sharp, driven, and experienced Product Manager to lead our investments vertical, focusing primarily on mutual funds. This role requires someone who understands investment products deeply, has a user-first mindset, and can work seamlessly with design, tech, and business teams to build scalable solutions.
Key Responsibilities:
● - Own and evolve the investment products roadmap, with a strong focus on mutual funds.
● Understand advisor/distributor needs and translate them into intuitive product experiences.
● Collaborate closely with Tech, design, and sales to deliver high-impact product features.
● Conduct data-driven analysis to identify trends, performance, and growth opportunities.
● Ensure regulatory compliance and smooth integration with AMCs and backend systems.
● Conceptualise and run campaigns for employees and partners to drive product engagement and sales.
● Drive product adoption and engagement with internal teams and end users.
Requirements:
● 3+ years of product management or relevant experience in the financial services industry.
● Solid knowledge of investment products, especially mutual funds.
● Strong analytical and problem-solving skills with a data-oriented mindset.
● High attention to detail and structured thinking.
● Bonus: experience in sales or working closely with sales/distribution teams.
● Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders.
● Business-savvy with a passion for improving customer outcomes.
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