Description:

Role Overview:

We are seeking a highly analytical and execution-focused Product Manager to own user retention, engagement, and core platform experiences at Univest. This role will play a critical part in improving user lifetime value (LTV), engagement depth, and subscription stickiness across advisory, broking, and mutual fund journeys.

You will work at the intersection of product, data, growth, engineering, and design to deliver meaningful, measurable improvements across the user lifecycle.

Key Responsibilities:

- Own and drive retention, engagement, and lifecycle metrics, including DAU/MAU, churn, LTV, and cohort retention.

Design and continuously optimize core platform journeys, including:

- User onboarding

- Discovery and exploration

- Portfolio tracking

- Alerts and notifications

- Subscription renewals

- Build and iterate on engagement loops using nudges, personalization, notifications, content, and feature adoption strategies.

- Partner closely with data, growth, engineering, and design teams to deliver high-impact product improvements.

- Leverage user insights, analytics, and experimentation (A/B testing) to inform product decisions and prioritize initiatives.

- Define clear product requirements (PRDs), success metrics, and conduct post-launch analysis.

- Improve subscription experiences, including paid user journeys, pricing touchpoints, and renewal flows.

- Continuously enhance platform scalability, performance, usability, and reliability.

- Balance strategic thinking with hands-on execution in a fast-paced product environment.

What Were Looking For:

- 4 - 7 years of product management experience in consumer tech, fintech, SaaS, or subscription-based platforms.

- Strong understanding of retention mechanics, engagement frameworks, and funnel optimization.

- Data-driven mindset with hands-on experience using product analytics and experimentation tools.

- Proven ability to translate insights into clear product actions and outcomes.

- Strong stakeholder management, communication, and problem-solving skills.

- Comfort working in ambiguous environments with multiple moving priorities.

Nice to Have:

- Experience in wealth-tech, trading platforms, or financial services products.

- Exposure to subscription monetization models and pricing experimentation.