Boldin
51 - 200 employees
Founded 2015
đł Fintech
âïž SaaS
Fintech âą SaaS
Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses â including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring â plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNERÂź advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.
Senior Product Manager
đ„ 1 minute ago
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Boldin
51 - 200 employees
Founded 2015
đł Fintech
âïž SaaS
Fintech âą SaaS
Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses â including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring â plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNERÂź advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.
đ Description
âą Own retention end-to-end. âą Drive meaningful engagement. âą Bring CFP capabilities to everyone. âą Broaden the market through delight. âą Run customer-driven discovery. âą Be rigorous about measurement. âą Tell the story.
đŻ Requirements
âą 5â8+ years of B2C product management experience with clear ownership of retention, engagement, or lifecycle outcomes, preferably in personal finance âą Experience with subscription products and a deep understanding of subscription economics âą Good product sense, strong point of view, low ego âą Highly competent and self-directing âą Data and analytical rigor âą A good storyteller and a highly collaborative partner âą High empathy for people unlike you âą Genuine passion for personal finance and our market âą Soul for startup culture.
đïž Benefits
âą We strive to foster a diverse and inclusive culture. âą Reasonable accommodations for applicants with differing abilities.
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