Product Gm - Investments
Our mission is to save and improve lives by empowering healthcare consumers. We are connecting health and wealth. Come be part of remarkable. We are seeking a general manager of investing to lead the vision, strategy, and execution of our investment offering within our ecosystem. This role is accountable for building a differentiated, end-to-end investment experience that empowers our members to grow their health savings through thoughtful and accessible investing options. You will act as the business owner for the investing product line - spanning product strategy, investment partner relationships, regulatory compliance, go-to-market execution, and member experience. This is a highly visible, cross-functional leadership role requiring deep expertise in the investment space, strong commercial acumen, and a passion for helping Americans take ownership of their long-term health and financial futures.
End-to-End Investing Strategy
- Define the long-term vision and roadmap for the investing experience within our HSA platform - spanning education, accessibility, product design, and performance.
- Own the full lifecycle of the investing product : fund lineup, platform capabilities, pricing, adoption, engagement, and performance tracking.
- Develop a differentiated offering that appeals to a range of investor personas - from passive savers to experienced investors.
Product Leadership
Lead cross-functional teams (product, design, data, engineering, operations) to deliver investing features and experiences that are seamless, secure, and scalable.Partner closely with the HSA GM, marketing, and customer experience teams to ensure alignment with broader company strategy and brand.Drive continuous optimization and innovation based on member behavior, market trends, and investment outcomes.Investment Oversight and Industry Expertise
Serve as the internal subject matter expert on investment products, portfolio construction, asset classes, fund structures (e.g., mutual funds, ETFs), and related vehicles (e.g., model portfolios, robo-advisory).Maintain strong oversight of investment offerings to ensure performance, compliance, and relevance to member needs.Work closely with third-party investment managers, custodians, advisors, and regulatory stakeholders to ensure a best-in-class offering.Business Management and Growth
Own key business metrics : assets under management (AUM), take rate, user activation, engagement, retention, and revenue contribution.Develop go-to-market strategies to drive awareness and usage of investing features, including education and lifecycle-based targeting.Identify and evaluate new distribution models, partner integrations, or acquisitions to expand investing capabilities.What you will need to be successful :
10+ years of experience in investment management, brokerage, wealth tech, or fintech, with direct experience building or overseeing investment products.Proven success in a general management, product leadership, or P&L-owning role in the financial services industry.Deep understanding of investment strategies, fund structures, portfolio construction, and regulatory frameworks (e.g., ERISA, SEC, FINRA, DOL).Strong strategic thinker with the ability to translate insights and trends into executable product and business plans.Experience navigating custodial platforms, advisory models, and B2C / B2B2C investment product delivery.Passion for democratizing investing and improving financial outcomes for everyday consumers.Exceptional leadership, cross-functional collaboration, and communication skills.FINRA Series 7 / 65 or 66 a plus, but...