
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 July 27
đ Anywhere in the World
đ” $150k - $178k / year
â° Full Time
đ Senior
â Product Manager
đ» Ghost score 7%
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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.
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.
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.
âą We strive to foster a diverse and inclusive culture. âą Reasonable accommodations for applicants with differing abilities.
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