Lead Product Owner - Acquisition & Onboarding About Wealthify Wealthify is a digital wealth management platform, based in Cardiff, with a mission to make it really simple for people to invest with confidence. Founded in 2016 to address the needs of a new generation of investors, Wealthify blends digital technology, expert investment management and close attention to our customers to make wealth creation more accessible. Wealthify offers a range of investment accounts (Stocks & Shares ISA, Junior ISA (JISA), General Investment Account (GIA), Self-Invested Personal Pension (SIPP)) and savings accounts (Cash ISA, Instant Access Savings Account (IASA)) to give customers a range of ways to manage and grow their money. With a proprietary technology platform, a seasoned and passionate team of experts, and a substantial base of customers and assets under management, Wealthify is now growing towards profitability under the ownership of Aviva plc, after successfully establishing itself as a digital disruptor in this huge market.
- Owning and prioritizing the acquisition and onboarding product roadmap, ensuring alignment with growth objectives and business value.
- Conducting market research and competitive analysis to identify growth opportunities and industry best practices.
- Identifying and prioritizing opportunities to improve acquisition funnels and onboarding experiences using data-driven insights and conversion rate optimization principles.
- Leveraging data and analytics to assess performance, run experiments, validate hypotheses, and identify areas for continuous improvement.
- Validating solutions through prototyping, A/B testing, and customer research to ensure evidence-based decision-making.
- Defining KPIs and success metrics for acquisition and onboarding initiatives to measure impact and demonstrate ROI.
- Managing stakeholder relationships across Senior Leadership, Fincrime, Operations, and Customer Care to ensure regulatory compliance, operational feasibility, and exceptional customer outcomes.
- Working closely with operational onboarding specialists and Fincrime teams to understand and manage risks whilst delivering improved customer experiences that balance conversion optimization with compliance requirements.
- Collaborating closely with your Scrum team - CRO specialists, Designers, Software Engineers, and Testers - to design and deliver solutions that reduce friction, increase conversion, and create positive first experiences.
- Creating and maintaining the product backlog with well-written, prioritized stories aligned with acquisition and conversion optimization goals, ensuring 2-3 sprints of refined, estimated work ready for development.
- Organizing and facilitating Agile ceremonies including refinement sessions, 3 amigos, sprint planning, stand-ups, reviews, and retrospectives, working with your Scrum team to break down features into testable increments with clear acceptance criteria.
- Balancing the cost of change versus impact, making pragmatic trade-off decisions to maximize value delivery while maintaining delivery momentum.
Skills We're Looking For
We value simplicity, communication, teamwork, trust, and confidence. To thrive in this role, you'll need:
- Experience in a similar product development role focused on acquisition, conversion optimization, or growth.
- Understanding of conversion rate optimization (CRO) principles and best practices for digital funnels and onboarding flows.
- Demonstrated experience creating and maintaining healthy product backlogs in JIRA, writing clear user stories with well-defined acceptance criteria.
- Experience organizing and facilitating refinement sessions, working with cross-functional teams to break down complex requirements into deliverable increments.
- Strong collaboration skills, with experience working embedded in Scrum teams alongside designers, engineers, and testers.
- Ability to make pragmatic trade-off decisions, balancing scope, cost, technical complexity, and business value.
- Data-driven decision-making expertise, including hypothesis testing, A/B testing, and analytics interpretation.
- Excellent written and oral communication skills with ability to present insights and recommendations to senior leadership and cross-functional teams.
- A detail-oriented mindset with focus on user experience, understanding how customers interact with products and what drives behavior change.
- Experience collaborating with UX/Design teams and comfort working with design tools and prototypes.
- Strong stakeholder management skills across technical and non-technical audiences including compliance, operations, and senior leadership.
- Market research and competitive analysis experience.
- Proficiency with modern product tools (e.g., JIRA, Miro, Confluence, Figma, Google Analytics or similar).
What Else We Value:
- Experience in regulated industries, ideally financial services, with understanding of compliance requirements for customer onboarding (KYC, AML, financial promotions).
- Knowledge of acquisition channels and marketing attribution.
- Experience with third-party integrations and vendor collaboration.
- Ability to identify and leverage AI-driven tools to optimize workflows and enhance decision-making.
- Understanding of investment products (ISA, JISA, SIPP, GIA, Cash Savings).
- Experience in a start-up or high-growth environment.
- Analytical skills to identify improvement opportunities through data and customer feedback.
- Strong facilitation skills for workshops, retrospectives, and planning sessions.
- A passion for creating user-centered digital products that drive growth.
What you’ll get from us:
- Up to £70,000 per year
- 24 days holiday a year and an extra day holiday for each full year with us (up to 28 days)
- Half day off on your birthday
- Flexible working in line with business needs
- Discretionary annual bonus based on company and individual performance
Wealthify is a digital wealth management platform, based in Cardiff, with a mission to make it really simple for people to invest with confidence. Founded in 2016 to address the needs of a new generation of investors, Wealthify blends digital technology, expert investment management and close attention to our customers to make wealth creation more accessible. Wealthify offers a range of investment accounts (Stocks & Shares ISA, Junior ISA (JISA), General Investment Account (GIA), Self-Invested Personal Pension (SIPP)) and savings accounts (Cash ISA, Instant Access Savings Account (IASA)) to give customers a range of ways to manage and grow their money. With a proprietary technology platform, a seasoned and passionate team of experts, and a substantial base of customers and assets under management, Wealthify is now growing towards profitability under the ownership of Aviva plc, after successfully establishing itself as a digital disruptor in this huge market.
Skills We're Looking For
We value simplicity, communication, teamwork, trust, and confidence. To thrive in this role, you'll need:
- Experience in a similar product development role focused on acquisition, conversion optimization, or growth.
- Understanding of conversion rate optimization (CRO) principles and best practices for digital funnels and onboarding flows.
- Demonstrated experience creating and maintaining healthy product backlogs in JIRA, writing clear user stories with well-defined acceptance criteria.
- Experience organizing and facilitating refinement sessions, working with cross-functional teams to break down complex requirements into deliverable increments.
- Strong collaboration skills, with experience working embedded in Scrum teams alongside designers, engineers, and testers.
- Ability to make pragmatic trade-off decisions, balancing scope, cost, technical complexity, and business value.
- Data-driven decision-making expertise, including hypothesis testing, A/B testing, and analytics interpretation.
- Excellent written and oral communication skills with ability to present insights and recommendations to senior leadership and cross-functional teams.
- A detail-oriented mindset with focus on user experience, understanding how customers interact with products and what drives behavior change.
- Experience collaborating with UX/Design teams and comfort working with design tools and prototypes.
- Strong stakeholder management skills across technical and non-technical audiences including compliance, operations, and senior leadership.
- Market research and competitive analysis experience.
- Proficiency with modern product tools (e.g., JIRA, Miro, Confluence, Figma, Google Analytics or similar).
What you’ll get from us:
- Up to £70,000 per year
- 24 days holiday a year and an extra day holiday for each full year with us (up to 28 days)
- Half day off on your birthday
- Flexible working in line with business needs
- Discretionary annual bonus based on company and individual performance
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