Technical Product Manager for Financial Wellness Platform ( NO AGENCY)

Technical Product Manager for Financial Wellness Platform ( NO AGENCY)

Technical Product Manager for Financial Wellness Platform ( NO AGENCY)

Upwork

Upwork

Remoto

1 day ago

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About

We’re hiring a Technical Product Manager to help architect and manage a next-generation financial wellness platform. This includes subscription features, transaction analysis, and advanced financial “projection modules” that help users understand how their spending patterns impact long-term outcomes. You’ll work closely with designers and engineers to translate complex interest-related and repayment-related logic into simple, user-friendly experiences. Responsibilities Break down complex financial rules (APR logic, interest accumulation, repayment projections, subscription value tiers). Create structured PRDs, user stories, and flow diagrams. Work with engineering to define: Data models Calculation logic API needs (e.g., account aggregation integrations) Collaborate with designers on user flows for financial tools and dashboards. Own roadmap, sprint planning, and delivery timelines. Maintain security-first and privacy-first product decisions. Coordinate QA for calculator accuracy and financial correctness. Required Experience Strong fintech PM background. Ability to translate interest-rate logic, APR concepts, and repayment projections into product requirements. Experience working with subscription products (billing logic, tier access, revenue KPIs). Familiarity with financial-data aggregation (Plaid or similar). Strong communication skills for cross-functional coordination. Bonus Skills Experience shipping financial calculators, projection tools, or similar data-intensive products. Knowledge of personal finance ecosystems (budgeting, cash-flow modeling, repayment logic). Prior work integrating with LLM-based insights or recommendation engines. What You’ll Work On The PM will help build: Intelligent insight modules based on transaction data. Repayment projection experiences (generic wording to avoid revealing concept). “Recurring charge spotlight” tools. A subscription engine with modern fintech pricing structure