At a Glance
- Tasks: Lead product development to enhance customer acquisition and onboarding experiences.
- Company: Wealthify, a digital wealth management platform based in Cardiff.
- Benefits: Up to £70,000 salary, flexible working, private medical insurance, and generous holiday allowance.
- Other info: Join a dynamic team with a focus on innovation and user-centred design.
- Why this job: Shape the future of investing and create impactful customer experiences.
- Qualifications: Experience in product development, CRO principles, and strong collaboration skills.
The predicted salary is between 56250 - 68750 £ per year.
- 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.
Your Role
As part of Wealthify's award-winning Product Team, reporting to the Head of Product, you'll play a key role in driving growth through exceptional customer experiences.
You'll be responsible for envisioning, designing, and delivering changes to improve acquisition and optimize conversion rates through seamless onboarding journeys.
You'll work within a dedicated Scrum team comprising CRO specialists, Designers, Software Engineers, and Testers, taking ownership of the product backlog and ensuring the team delivers impactful improvements to how customers discover and join Wealthify.
This role is an opportunity to shape the first impression customers have of investing, removing friction and building confidence from their very first interaction.
Your responsibilities include
- 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.
If you're driven to aim high, deliver exceptional results, and have fun along the way, we'd love to hear from you!
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
We believe in the power of in‑person collaboration, as well as the value of true hybrid working - you'll be expected to organize high‑value in person collaboration sessions from time to time to get the most from squads and teams.
And we have plenty of perks too!
- Annual discretionary bonus which is linked to both the company and individual performance.
- Private Medical Insurance
- Death in Service Cover (X3 your annual salary)
- Income Protection Insurance
- Company Pension Plan - matched contributions up to 6%
- Offices in the picturesque Penarth Marina
- Free office gym
- Free parking
- We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes
This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company.
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Lead Product Owner - Acquisition & Onboarding in Penarth employer: Wealthify
Wealthify is an exceptional employer located in Penarth, Wales, offering a vibrant and inclusive work culture that values simplicity, communication, and teamwork. As a Complaint Handler, you will benefit from competitive salaries, flexible working arrangements, and a range of perks including private medical insurance and a generous holiday allowance, all while contributing to a purpose-driven team dedicated to enhancing customer experiences. With ample opportunities for personal and professional growth, Wealthify is committed to fostering an environment where employees can thrive and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Product Owner - Acquisition & Onboarding in Penarth
✨Join Product Management Meetups
Get involved in local product management meetups or workshops. These events are perfect for meeting industry folks, sharing ideas, and staying updated on trends. Plus, you never know who might be hiring—it's a fantastic way to make connections that could lead to a job at places like Wealthify!
✨Show Off Your Product Sense
Create case studies or mini-projects showcasing your product management skills, and share them on platforms like Medium or LinkedIn. This not only puts your skills on display but also boosts your visibility in the product community. Imagine how impressed the hiring team at Wealthify would be by your initiative!
✨Utilise Online Communities
Dive into online product management communities like Product Coalition or Mind the Product. Engage in discussions, ask questions, and share your insights. These platforms are goldmines for networking and finding hidden job opportunities—many companies often scout talent from within these circles.
✨Leverage Your University Network
If you’ve recently graduated or are still in uni, tap into your alumni network for connections in product management. Many universities have their own job boards and affinity resources to help graduates land roles. Don't forget to keep an eye out for job openings at Wealthify through your school's career services!
We think you need these skills to ace Lead Product Owner - Acquisition & Onboarding in Penarth
Some tips for your application 🫡
Show Off Your Product Passion:When applying for a product management role like Lead Product Owner - Acquisition & Onboarding, let your passion for developing products shine through in your cover letter. Share specific examples of products you've managed, how you solved user needs, and any successful outcomes you've achieved. This is your chance to showcase your understanding of the product lifecycle!
Highlight Your Cross-Functional Skills:Product management isn't just about understanding the product; it’s about collaborating with different teams! Make sure to emphasise your experience working with developers, designers, and marketers. Use your CV to showcase your ability to bridge gaps between these areas, and include relevant experiences that demonstrate your communication and leadership skills!
Include Your Metrics and Achievements:In a full-time product management application, data speaks volumes! Quantify your achievements wherever possible. Did you increase user retention by a certain percentage? Launch a product ahead of schedule? Include these metrics in your CV to paint a picture of your impact and effectiveness in previous roles.
Tailor Your CV to the Role:Make sure your CV is tailored for the Lead Product Owner - Acquisition & Onboarding position at Wealthify. Use keywords from the job description and ensure your relevant experiences are front and centre. Highlight any certifications or relevant training you’ve completed that will make you stand out as a strong candidate for the role. And remember, we’re excited to see your application on our website!
How to prepare for a job interview at Wealthify
✨Understand the Product Life Cycle
As a product management candidate, we need to get our head around the complete product life cycle. Be prepared to discuss real-world examples of how you’ve managed product development from ideation to launch. Bring specific insights on tools like JIRA or Trello that can help streamline these processes.
✨Showcase Your Cross-Functional Skills
Product management is all about collaboration. We should be ready to highlight how we’ve worked across teams—think marketing, engineering, and design. Prepare to discuss scenarios where you had to mediate differing opinions and how you got everyone on board with a shared vision.
✨Prepare for Case Studies
In a full-time role, we can expect to encounter case study questions during our interviews. Practise solving hypothetical product problems on the spot, such as prioritising features for a new app or improving user engagement metrics. This will show our analytical thinking and decision-making skills.
✨Know Your Metrics
Let’s face it, numbers are our best friends in product management. We should prepare to discuss key performance indicators (KPIs) and how we've used analytics to inform product decisions. Dive into examples where data has driven our strategy for improvements or justified product changes.
