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Jobs at Portfolio Companies

Companies in the Duke Capital Partners portfolio are looking for talented, ambitious people to join their teams.
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Duke Capital Partners
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Senior Product Manager (AI)

Vestwell

Vestwell

Software Engineering, Product, Data Science
New York, NY, USA
Posted on Thursday, April 18, 2024

WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

Vestwell is expanding and we’re keen to add an amazing Product Manager to our team who’s passionate about changing the workplace savings landscape. We’re looking for a highly motivated and experienced AI Product Manager to lead the development and execution of AI-driven products and initiatives. As a Mid-Level AI Product Manager, you will collaborate closely with cross-functional teams, including engineering, design, data science, and business development, to define product vision, strategy, and roadmap. You will leverage your strong background and expertise in artificial intelligence to drive product innovation, enhance user engagement, and deliver impactful solutions that meet the needs of our customers.

You are someone who will dive into whatever creative challenge is placed in front of you, as you’ll have your hand in any and all of the following: product requirements, functional requirements, acceptance criteria, test cases, wireframes. Your job requires a productive relationship with operations, engineering, QA, and business stakeholders to deliver new product features that meaningfully impact the growth of our product.

Day to day, you will..

  • Manage a roadmap for AI-powered products, aligning with overall company goals
  • Collaborate with cross-functional teams to prioritize features, enhancements, and initiatives based on customer feedback, market research, and business requirements.
  • Lead the end-to-end product development lifecycle, from concept ideation and design to launch and iteration, ensuring timely delivery and quality execution.
  • Conduct market analysis and competitive research to identify emerging trends, opportunities, and threats in the AI landscape.
  • Work closely with engineering and data science teams to define technical requirements, develop algorithms, and implement machine learning models that drive product innovation.
  • Drive user research and usability testing to gather insights, validate assumptions, and iterate on product features and designs.
  • Define key performance indicators (KPIs) and success metrics to measure product performance and track progress towards business objectives.
  • Serve as a subject matter expert on AI technologies, trends, and best practices, both internally and externally, to educate stakeholders and drive thought leadership.

Requirements
The Necessities

  • 4-6 years of Product Management experience
  • Exceptional business and systems analysis skills
  • Ability to thoroughly understand and document business/functional requirements and possible business use cases
  • Understanding and ability to drive the software development lifecycle in an Agile environment - including conducting stand-ups, retrospectives, and other Agile ceremonies
  • Ability to work in a fast-paced, project-oriented environment and meet deadlines under tight time constraints
  • Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources
  • Excellent communication skills, both in verbal and written formats

The Extras

  • Knowledge/experience in Retirement/Fintech/related fields (Emergency Savings, Student Debt Repayment, Lifetime Income, Health Savings Accounts, etc.)

The expected salary range for this position is $150K-$160k with a bonus variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.