Product Manager (IVB)

We are hiring for this role to support our company Invested Better. This position will report directly to the Invested Better team and focus exclusively on those projects.

About the brand 

Invested Better is changing the way Lead Generation happens for Financial advisors. We're making it easier for financial advisors to start conversations with quality leads and helping consumers quickly connect with the right professionals for their financial goals.

Job Description
We are seeking an experienced and entrepreneurial Product Manager to own the product strategy and execution for Invested Better. 

This person will serve as the bridge between business goals and technical implementation, owning the product roadmap and ensuring we ship the right things quickly and effectively. This is a highly strategic role that requires both technical fluency and product intuition, with strong leadership and communication abilities.

Key Responsibilities

• Product Ownership 

  • Take full ownership of the Invested Better web product, with a focus on performance, user experience, and outcome-driven development. 

  • Translate high-level business goals into detailed product requirements, wireframe flows, and documentation.

  • Maintain and evolve the product roadmap, aligning it to growth metrics, user feedback, and market opportunities. 

• Collaboration with Development 

  • Act as the primary liaison between the business and development team, ensuring clear, prioritized, and technically sound execution. 

  • Partner closely with the lead React Developer and other contributors to define the best course of action for achieving roadmap outcomes. 

  • Evaluate current dev team performance; make recommendations and facilitate changes if better resources or partnership opportunities to accelerate progress. 

  • Maintain a strong grasp of frontend/backend technologies used, even if not hands-on. 

• Product Design & User Experience

  • Led the creation of wireframes, user flows and UX prototypes using tools like Figma. 

  • Ensure that product design supports both user adoption and business KPIs (conversion, activation, engagement) 

  • Iterate quickly based on real-world usage and feedback.

• Stakeholder Alignment 

  • Work directly with the CEO (visionary) to translate into tactical execution, and contribute product ideas based on market intelligence and experience. 

  • Collaborate with the Marketing Director to ensure the product supports go-to-market efforts, promotional campaigns, and user onboarding flows. 

  • Integrate feedback from the Sales Director, customers, and early adopters into product planning and iteration cycles. 

• Feedback Loops & Iteration 

  • Create tight feedback loops to capture insights from real users, internal stakeholders, and performance data. 

  • Champion a rapid iteration approach-shipping fast, learning fast, and refining constantly.

Requirements

• Experience: 3-5 years of experience in product management roles, preferably in an agency, startup, or high-growth tech environment. 

• Education: BA/BS degree in marketing, business, or a related field or equivalent work experience.

• Experience in financial, wealth management, and financial advisory is strongly preferred.

• Skills:

  • Strong ability to translate business needs into clear product specs and prioritize work effectively 

  • Familiarity with web development technologies (React, API databases, etc.) to communicate effectively with developers 

  • Experience in Figma or similar tools for UX/UI design, prototyping, and documentation 

  • Experience working in an environment with tight timelines, shifting priorities, and real-time feedback from users 

  • Demonstrated success in defining and launching products that meet and exceed business objectives

  • Proven success in overseeing all elements of the product development lifecycle

  • Demonstrated understanding of the techniques and methods of modern product discovery and product delivery

  • Proven ability to engage with engineers, designers, and company leaders in a constructive and collaborative relationship

  • Excellent written and verbal communication skills

  • Exceptional analytical and conceptual thinking skills

  • Ability to thrive in autonomous work environments

• Here's an overview of our benefits

  • Robust Medical, Dental, and Vision insurance plans with a generous employer contribution towards monthly premium costs

  • Flexible PTO

  • Customizable 401k plan with employer match after 90 days

  • Company-provided Macbook

  • Hybrid/Remote work models

• Compensation

  • $80,000-$100,000+

• Location

  • Our office is in Laguna Beach, CA. While candidates within a nearby radius are highly desired, we are open to remote applicants with the right experience.

We are looking for a motivated and collaborative professional to help bring our brand’s vision to life through impactful marketing initiatives. If you’re passionate about marketing, adept at managing complex projects, and thrive in a fast-paced in-house environment, we’d love to hear from you!

Invested Better is an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Please note, that in order to be considered for this role, candidates must currently reside within the United States. We are unable to offer international employment opportunities at this time.