At a Glance
- Tasks: Lead the strategy for innovative wealth propositions and guide customers in their financial journeys.
- Company: Join Moneybox, an award-winning platform transforming wealth management for over 1.5 million users.
- Benefits: Enjoy a hybrid work model, competitive salary, and a commitment to diversity and inclusion.
- Other info: Collaborate with cross-functional teams in a dynamic environment focused on growth.
- Why this job: Make a real impact by simplifying complex financial concepts for everyday people.
- Qualifications: 6+ years in Product Management with a knack for engaging consumer propositions.
The predicted salary is between 36000 - 60000 £ per year.
About Moneybox
At Moneybox, our mission is to give everyone the means to get more out of life. We’re guided by our belief that wealth isn’t about the money, it’s 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 they’re 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. We’re investing in stronger foundations so we can personalise experiences, provide guidance, and support customers throughout every stage of their financial lives.
Job Brief
We’re 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 you’ll 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 isn’t 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 we’re 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 DEI
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.
Senior Product Manager - Wealth Propositions & Guidance in London employer: Moneybox
At Moneybox, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that prioritises employee well-being and growth. Our Customer Operations Specialists play a crucial role in helping first-time homebuyers navigate their financial journeys, and we offer comprehensive training, career development opportunities, and a vibrant team environment in a location that encourages work-life balance. Join us to make a meaningful impact while enjoying the unique advantages of working in a dynamic fintech company.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Product Manager - Wealth Propositions & Guidance in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Moneybox, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Moneybox.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Moneybox.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Moneybox, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Product Manager - Wealth Propositions & Guidance in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Moneybox want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Moneybox.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Moneybox will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Moneybox. Numbers speak louder than words!
How to prepare for a job interview at Moneybox
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Moneybox want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withMoneybox.