Senior Product Manager Wealth Propositions & Guidance

Moneybox

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profile Job Location:

London - UK

profile Monthly Salary: Not Disclosed
Posted on: 21 hours ago
Vacancies: 1 Vacancy

Job Summary

About Moneybox

At Moneybox our mission is to give everyone the means to get more out of life. Were guided by our belief that wealth isnt about the money its about the means to more - more freedom opportunities possibilities and peace of mind.

We are an award-winning wealth management platform helping over one and a half million people build wealth throughout their lives whether theyre saving and investing buying their first home or planning for retirement.

As we scale delivering simple and supportive experiences depends on how well we design and connect products and journeys across the app. Were investing in stronger foundations so we can personalise experiences provide guidance and support customers throughout every stage of their financial lives.

Job Brief
Were looking for a Senior Product Manager to own the strategy and delivery of our Wealth Propositions and Guidance within the Core Product team. This role is central to how we help our customers navigate their financial futures transforming complex financial concepts into intuitive actionable guidance within the app.

You will be responsible for shaping the core value proposition by building experiences that help customers make confident financial decisions with their money. You will tackle a real industry gap by making high-quality financial support accessible through personalised journeys that help customers understand their options and take the right next step. You will bridge the gap between financial expertise and digital product excellence ensuring these experiences are impactful compliant and deeply integrated into the customer journey.

You will operate as a senior cross-functional leader working closely with our Product Decisioning Compliance and UX teams to build a world-class guidance framework that empowers users to make informed decisions with confidence.

What youll do

    • Lead the roadmap for wealth propositions: Define and execute the strategy for how Moneybox provides financial guidance and supports customer decision-making and choice across our suite of products & services.

    • Own Financial Planning Frameworks: Experiment define & scale financial planning experiences that help users understand their current position set goals and take the right actions to achieve their ambitions.

    • Drive Proposition Innovation: Identify opportunities to evolve our wealth offering whether through new experiences tools visualisations or sophisticated planning features.

    • Own problem framing end-to-end: define the why clarify the customer/job-to-be-done set measurable success metrics and ensure the team is solving the right problem before scaling delivery.

    • Systems Thinking for Wealth: Apply a holistic view to the wealth journey ensuring that guidance isnt just a feature but a cohesive thread that runs through onboarding funding and long-term portfolio management.

    • Ensure Regulatory Excellence: Work hand-in-hand with Legal and Compliance to ensure all guidance and propositions meet the highest standards of consumer protection while remaining user-friendly.

    • Stakeholder Influence: Partner with senior leadership to align wealth propositions with business growth goals ensuring success is measured by customer financial health retention and AUA.

What were looking for

    • Essential
    • 6 years experience in Product Management.
    • Deep understanding of Consumer Propositions: You know how your product works and more importantly how to explain them to customers in a way that is engaging and easy to understand.
    • Ambiguous problem-solving strength: proven ability to turn uncertain problem areas into measurable goals clear options and fast decisions driving momentum from discovery through to delivery.
    • Experimentation leadership: strong track record designing and running experiments defining learning KPIs and using evidence to make decisions fast.
    • Strategic & Commercial Mindset: Ability to balance customer needs with commercial outcomes understanding the drivers of AUA and customer lifetime value.
    • Excellent Communication: The ability to simplify the complex and influence stakeholders across financial technical and creative disciplines.
    • Analytical execution: able to partner closely with data and decisioning teams translate insights into product behaviour and measure impact through clear success metrics.
    • Senior Individual Contributor: Comfort operating as a high-influence leader who can drive results through collaboration.

    • Nice to have
    • Experience within wealth management fintech or digital environment.
    • Proven track record of building digital journeys that help customers make financial decisions (e.g. goal setting risk profiling or retirement calculators).
Our Commitment to DE&I:
At Moneybox we promote support and celebrate inclusion diversity and equity for all so that everyone can bring their full selves to work. We believe that diversity drives innovation and that if our team is representative of our community of customers we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed we encourage you to let us know if there are any adjustments that we can make.

We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential

Working Policy:
We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.

Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.

Please read before you apply!
Please note if offered a position the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role please let us know in advance.

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.
We collect applicants personal data to manage our recruitment related activities. Consequently we may use your personal data to evaluate your application to select and shortlist applicants to set up and conduct interviews and tests to evaluate and assess the results and as is otherwise needed in the recruitment process generally. We do not share your personal data with unauthorised third parties. However we may if necessary share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would like to reach us then please email: emailprotected. If you would rather we did not keep your details on file you can contact us at: emailprotected


Required Experience:

Senior IC

About MoneyboxAt Moneybox our mission is to give everyone the means to get more out of life. Were guided by our belief that wealth isnt about the money its about the means to more - more freedom opportunities possibilities and peace of mind.We are an award-winning wealth management platform helping ...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills

About Company

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Moneybox is the simple way to save, invest, buy your first home, and combine your old pensions - all with one award-winning app. Download now.

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