
51 - 200 employees
Founded 1994
💼 Consulting
📦 Logistics
💸 Finance
Consulting • Logistics • Finance
PenChecks Trust is a trusted independent provider of comprehensive retirement plan payment processing services. The company specializes in helping institutions, third-party administrators, advisors, and plan sponsors streamline administrative tasks associated with retirement distributions. Their solutions include automatic rollovers, missing participant IRA services, and various distribution services, allowing plan participants to efficiently claim their retirement benefits.
🔥 15 hours ago
🏄 California – Remote
💵 $140k - $160k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
✅ Product Manager
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51 - 200 employees
Founded 1994
💼 Consulting
📦 Logistics
💸 Finance
Consulting • Logistics • Finance
PenChecks Trust is a trusted independent provider of comprehensive retirement plan payment processing services. The company specializes in helping institutions, third-party administrators, advisors, and plan sponsors streamline administrative tasks associated with retirement distributions. Their solutions include automatic rollovers, missing participant IRA services, and various distribution services, allowing plan participants to efficiently claim their retirement benefits.
• Develop and communicate product vision, strategy, goals, and positioning • Create and maintain an outcome-oriented product roadmap • Identify opportunities through market research, competitive analysis, customer feedback, product data, and operational insight • Prepare recommendations and decision materials for product and portfolio governance • Partner with research, design, client-facing teams, and subject matter experts to understand customer problems • Validate opportunities and solution concepts using qualitative and quantitative methods • Translate insights into product requirements, experience principles, and measurable outcomes • Lead product work across design, engineering, business analysis, operations, compliance, marketing, sales, and service teams • Define epics, capabilities, requirements, and priorities • Make scope and priority decisions, manage dependencies, and escalate risks • Participate in planning, refinement, reviews, and release readiness • Coordinate launch, adoption, communication, training, and operational readiness • Define success metrics and measurement plans before launch • Monitor adoption, customer outcomes, operational performance, financial impact, quality, and risk indicators • Recommend continued investment, optimization, repositioning, consolidation, or retirement based on evidence • Share product performance and insights through decision-oriented updates • Own product initiative success based on client adoption, objectives, KPIs, and Net Promoter Score • Perform other duties as assigned • Lead through influence and coordinate cross-functional product work without direct reports
• Minimum of two years of B2B enterprise software product management experience • Minimum of three years of experience in the retirement services industry or with companies that develop software supporting the retirement services industry • Experience managing digital products, platforms, or customer experiences through discovery, delivery, launch, and optimization • Ability to translate strategy and customer problems into priorities, requirements, and measurable outcomes • Strong written, verbal, facilitation, and executive presentation skills • Ability to interpret product, customer, financial, and operational data • Ability to manage competing priorities, ambiguity, dependencies, and stakeholder expectations • Ability to influence stakeholders and build alignment • Ability to prioritize functional needs and communicate prioritization criteria • Ability to develop effective product requirements • Strong analytical and problem-solving skills • Public-speaking proficiency and stage presence • Bachelor’s degree or equivalent experience (preferred) • Familiarity with compliance, privacy, security, accessibility, and operational risk considerations (preferred) • Pragmatic Institute Product Marketing certification (preferred) • CSPO, CPM, ACPMPO, Lean Product, SAFe, CUXP, or similar certification (preferred) • Experience applying agile principles (preferred) • Experience using Figma, Adobe XD, Balsamiq, Jira, Confluence, and Adobe Creative Suite (preferred) • Eligible to work in the United States; visa sponsorship is not available
• Remote work option • In-office or hybrid work arrangement in La Mesa, CA • Approved home office arrangement • Reasonable accommodations for individuals with disabilities
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