
11 - 50 employees
Founded 2015
💸 Finance
💳 Fintech
👥 B2C
💰 Series A on 2022-05
Finance • Fintech • B2C
Lifecheq is a financial services provider that offers personalized financial advice to individuals. The company focuses on helping clients take control of their finances by creating a customized financial plan that aligns with their goals and lifestyle. Through a holistic approach, Lifecheq guides clients in making informed decisions about their money management, prioritizing their goals, and ensuring they maintain a balance between various financial obligations. Their process includes matching clients with expert advisers, developing a comprehensive financial plan, and providing ongoing support to help clients stay on track with their financial journey.
🕒 March 20
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11 - 50 employees
Founded 2015
💸 Finance
💳 Fintech
👥 B2C
💰 Series A on 2022-05
Finance • Fintech • B2C
Lifecheq is a financial services provider that offers personalized financial advice to individuals. The company focuses on helping clients take control of their finances by creating a customized financial plan that aligns with their goals and lifestyle. Through a holistic approach, Lifecheq guides clients in making informed decisions about their money management, prioritizing their goals, and ensuring they maintain a balance between various financial obligations. Their process includes matching clients with expert advisers, developing a comprehensive financial plan, and providing ongoing support to help clients stay on track with their financial journey.
• Own the execution of initiatives that drive adviser productivity - moving more advisers from the mid band into the productive band, and keeping productive advisers there. • Work with your Group Product Manager to translate product strategy and experiment priorities into well-scoped tickets, timelines, and delivered features. • Develop and maintain a deep understanding of the adviser productivity funnel - know how many advisers are in each band, what is moving them up, and where they are getting stuck. • Develop and maintain a view of your key metrics and build instrumentation into the products you manage so you have an ongoing view of performance; know when a number looks wrong before it is flagged to you. • Gather ongoing feedback from advisers and managers directly; build the observational habits to understand where the pipeline is failing and bring findings to the Group PM with a point of view, not just a summary. • Own the alert and nudge pipeline end to end - template creation, regulatory approval submissions, staging tests, production deployment, and delivery quality - ensuring advisers receive the right recommendations reliably. • Manage rollout logistics for new features: determine sequencing, verify adviser access across branches and regions, and troubleshoot activation issues. • Set up experiment infrastructure as directed by the Group PM - cohort assignment, data feeds, template creation, tracking configuration - and take responsibility for data quality and delivery reliability throughout the experiment window. • Compile clean experiment data packages for the Group PM to analyse and interpret; manage the operational handoff when successful experiments move to production. • Work with lead engineers to coordinate delivery sequencing, dependencies, and deployment schedules; maintain a well-groomed backlog with clear acceptance criteria and flag risks early with a proposed solution attached. • Take responsibility for the business outcomes of the initiatives you run: if adviser productivity is not moving, understand why and bring a plan to address it. • Ensure automated reports are accurate and distributed reliably; maintain product analytics dashboards and coordinate data logistics with external partners.
• You have a four-year degree or equivalent • You are an analytical, data-driven, critical thinker who can unpack a problem clearly, develop and communicate a hypotheses, frame experiments and test them rigorously • You have had some exposure to a commercial or customer facing role; you are very open to interacting with customers and financial advisers regularly, and are passionate about using technology to solve problems • You can communicate well with team members and stakeholders on deliverables and approach, demonstrating the ability to communicate and listen appropriately depending on the audience. We expect a good grounding in effective written communication in a technical context • You strive for success, are keen to learn and develop, are collaborative with a can-do attitude, and can build positive relationships • You have business acumen and have a grasp of the key concepts of how a business makes money, and you enjoy seeing your work make a tangible business impact • You are experienced with and are comfortable engaging with senior executives at large and small companies - you’d be quite okay being asked to give a presentation to execs at a listed company in your first three months of work.
• A market-competitive salary • A collaborative, mission-driven environment with exposure to cutting-edge fintech initiatives • Opportunities to work on impactful projects with leading partners and stakeholders • Career growth within a rapidly scaling organisation • The chance to help shape the future of financial services delivery
Apply Now🕒 February 17
Product Management Consultant helping digital-first companies tackle strategic challenges. Solve problems and craft narratives while coaching junior PMs in South Africa.