Senior Manager Product Planning

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. We’re investing in stronger foundations so we can personalise experiences, provide guidance, and support customers throughout every stage of their financial lives.

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.

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

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.

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

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.

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.