Wealth Wizards
Product Manager
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Product Manager
Product Manager
Department: Product Employment Type: Permanent Location: Remote Compensation: £60,000 - £80,000 / year
About Wealth Wizards
At Wealth Wizards, our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.
We welcome individuals from all walks of life and strive to build a culture where:
- All voices are heard
- Differences are embraced
- Everyone has equal access to opportunities
We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds. If you require any reasonable adjustments during the application or interview process, please let us know.
About the Role
The Opportunity
We’re seeking 2 Product Managers to join our team, to own and drive key parts of our mission. The Product team defines and delivers customer-focused propositions for Wealth Wizards, balancing customer needs, commercial goals, and regulatory requirements. We use data and insight to prioritise, iterate, and improve—working cross-functionally to create digital or hybrid journeys that build customer understanding, confidence, and action.
As a Product Manager, you will:
- Co-lead one of our cross-functional development teams (either for Property Wealth or Connected Help Proposition).
- Be responsible for your product and the implementation of the overall product vision and strategy.
Our teams build, refine, and support a set of products and services that help clients and their customers to better understand their finances and to make better, more informed decisions around their money. We work autonomously but collaboratively to solve problems for each other and our users—prioritising small, iterative developments over large, complex projects.
Both roles share a mission: improving financial decision-making for customers’ retirement, delivering on our mission of making financial advice and guidance more accessible and affordable.
Property Wealth Product Manager
The Property Wealth Product Manager will:
- Manage the design, build, and optimisation of a key element of our new Property Wealth digital product set.
- Work closely with Royal London Equity Release Advisers.
- Support colleagues to deliver a more scalable and remote-led advice service.
- Help embed property wealth planning as a mainstream part of retirement planning.
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Connected Help Proposition Product Manager
The Connected Help Proposition Product Manager will:
- Manage the design, build, and optimisation of new digital-first journeys.
- Ensure clients can deliver on their vision of giving every customer a retirement plan.
- Connect planning tools, financial coaching, and advice journeys into a seamless experience—guiding customers to make a plan and take action.
About You
Skills & Experience
- 5+ years of experience as a Product Manager/Owner.
- A strong customer obsession with the ability to innovate.
- Collaborative approach with a passion for high-quality work and exceptional attention to detail.
- Highly independent, pragmatic, and able to make conscious decisions.
- Experts in understanding and communicating customer needs and company value propositions.
Key Qualities
As a powerful and curious team, we want capable and impactful professionals who prioritise meaningful work. We’re attracted to people with:
- Empathy, self-awareness, resilience, and strong judgement.
- The ability to think clearly, work well with others, and stay constructive in complex situations.
Sector Knowledge (Desirable but not Essential)
Ideally, previous work in a financial services context, familiar with the dynamics and regulatory environment of finance, but you’re not limited to this domain. Helpful if you have experience related to:
- Fintech (especially in Advice/Guidance, Lending, or Equity Release).
- Colleague-focused journeys or platforms supporting regulated processes.
Responsibilities
- Define Strategy & Roadmap: Shape the product strategy and roadmap for their assigned area:
- Property Wealth: Drive the build-out of the colleague platform for a scalable, remote-first service.
- Connected Help Proposition: Deeply analyse customer needs to clarify required product discovery for their journey.
- Strategic Product Craft: Use data, trade-offs, and customer feedback to turn ambiguity into actionable ideas.
- Customer-Driven Insights: Analyse qualitative and quantitative data to identify customer friction, unmet needs, and behavioural patterns.
- Backlog Ownership: Manage and prioritise a customer-outcome-driven backlog.
- Clear Communication: Articulate data-driven product insights internally and externally (both verbally and in writing).
- Stakeholder Alignment: Foster strong collaboration across Product, Proposition, Compliance, Design, and Engineering teams to horizon on priorities, regulatory needs, and business objectives.
- Leadership: Demonstrate self-awareness and maturity, balancing customer, commercial, and technical priorities.
- Decision-Making: Seamlessly guide teams through ambiguity to identify minimum viable solutions that address core issues.
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Requirements
- 5+ years in Product Manager/Owner roles.
- Passion for customers, willingness to explore and pursue innovation.
- Collaborative mindset with an affinity for quality.
- Domain knowledge in financial services is essential for Priority Wealth and highly favourable for Connected Help Proposition.
Benefits
We’re committed to fostering a sustainable work/life balance and offering a comprehensive benefits package that includes:
- Flexible working
- 25 days annual leave, plus all UK bank holidays
- Employer contribution to company pension (up to 10%)
- Performance-based bonus scheme
- Paid birthday day off
- Additional paid holiday fee (up to 5 days per year)
- Enhanced holiday pay for length of service (up to 3 days)
- Shazam private medical insurance, dental and health cash plans
- Extended parental leave and pay
- Discounts on gym memberships, health screenings
- Employee assistance programme
- Life assurance (up to 4x basic salary)
- £500 per year for pension advice
- 6 paid days per year for personal development
- £500 training budget annually
- Professional memberships fully funded
- Salary-sacrifice car scheme
- Cycle, Home & Tech schemes
Note: Only candidates currently employed in the UK with the right to work here can apply. Unfortunately, we cannot sponsor candidates outside the UK.
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