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SalaryAbout Us
AdvicePay is a billing and payment workflow platform that enables financial services firms and their advisors to shift their focus toward giving advice to people still building wealth, instead of only those who already have it. Historically, financial planning advice was only available to the affluent, who could afford to pay a financial advisor’s fees directly from their portfolios. We set out to change that, as we believe personal financial planning advice should be available to all. In doing so, we’ve become the very first and only technology solution created specifically for fee-for-service financial planning.
We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the 2023 Inc. 5000 list of America's Fastest-Growing Private Companies (and #2 in Montana!) as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries. Additionally, our sister company, XY Planning Network, was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine and by the 2019 InvestmentNews Excellence in Diversity & Inclusion Awards. And since we work in the same office and have many of the same benefits and awesome core values, we like to say “we basically won too!”
You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.
About the Platform
AdvicePay is the industry-leading billing and payment workflow solution created specifically for fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform.
All of the core functions available within the AdvicePay platform — invoicing, document eSignatures, approvals, and deliverables — can be bundled together in fully customizable and automated sequences that make providing and overseeing fee-for-service financial planning both fast and compliant.
The innovation that AdvicePay has created - facilitating the feasibility, at scale, of a new fee-for-service financial advisor business model is accelerating the entire industry’s ongoing transition from commissions to fees, and from Baby Boomers to serving Gen X and Gen Y clients, from individual RIAs to the country’s largest broker-dealers and their hybrid RIA platforms.
About the Position
As AdvicePay's Product Owner, you’re at the center of our efforts for delivering ongoing value to our customers. You’ll wear many hats in the role to ensure we’re on track to meet our Product vision. The Product Owner will be responsible for defining and prioritizing the backlog for the AdvicePay app, ensuring that the Development team’s efforts align with business goals and customer needs.
Working closely with Team Members and stakeholders across the organization, the Product Owner will be an expert on the AdvicePay product, market, and customers to ensure we’re prioritizing whole-product solutions.
We’re excited about you because you're someone who isn’t afraid to say "no" in order to ensure the problems we’re solving are the right ones to be solving. You take pride (but are flexible when needed!) in ensuring weekly releases are occurring on schedule and communicated to all internal stakeholders.
What You’ll Be Doing
Define, prioritize, and maintain an updated backlog of work (including well-written user stories) for a smaller scale Product and Engineering team
Ensure the highest value backlog items are delivered in the right priority, maintaining focus on MVP
Collaborate with our team on the Product - you’re key to meetings like Backlog Refinement, Sprint Planning, Sprint Retros, Release Meetings, etc
- Maintain up-to-date release dates and release schedules, promptly updating them as changes occur
Communicate releases and change management to all stakeholders
Work closely with Product Marketer to ensure deploy notes and feature announcements are accurate and the value of releases is clearly understood
Act as the voice of the end-user; you’ll be keenly aware of the needs of our user base
Engage with internal stakeholders and customers through interviews, surveys, NPS feedback, etc to gather feedback and influence new and existing functionality
Balance stakeholder perspectives and requests to help inform product decisions
Key Measurables for Success
Number of points ready for development in backlog
NPS
The Deets
Start Date: Immediately
Status: Exempt, Full-time (40-45 hours/week)
Location: Bozeman, MT or Remote
Department: Product
Reports to: Head of Product
Direct Reports: none
Compensation & Benefits
Salary: $100,550/year based on accountabilities for this position and our transparent salary structure shared with all Team Members during their first week
Flexible paid time off days to maintain work-life harmony (we require you take a minimum of 3 weeks off per year!)
11 paid holidays when the office is closed
401(k) with match - you put in 6% and we put in 4.5%
12 weeks of paid parental leave for the birth or adoption of a child
Health benefits package provided of up to $450/month for an individual, $1000/month for families
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Employer-paid life insurance
Employer-paid long-term disability coverage
$1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee
$250/quarter to spend on yourself specific to our core value of “Be Well Being You”
$500 donated to a non-profit organization of your choice when you volunteer 40 hours/year
$2,000/year in Professional Development funds
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
Subsidized employer-sponsored childcare through our internal daycare program for Bozeman area Team Members
Pet insurance
Company-owned laptop provided
Relocation package available to those moving to the Bozeman, MT area
Please see our Dream Team Handbook to learn more about the benefits and perks we offer!
What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)
You possess over 2 years experience as a Product Owner at a software company - and you're ready to take your skills on your next Product adventure.
Your understanding of the full product development lifecycle isn't just a skill - it's a passion. You love to see projects through from inception to the very end.
Experience with sprint planning, backlog management, and iterative development. You have a knack for creating seamless processes that ensure ultimate success.
An uncanny ability to grasp and articulate technical concepts to non-technical stakeholders.
Deep understanding of customer needs and the ability to translate them into actionable features. You stay curious and ask the right questions to ensure the team is solving the right problems and consistently increasing value.
Experience gathering and analyzing customer feedback through various channels.
Strong prioritization skills to make informed decisions about feature development and trade-offs.
Proven ability to collaborate with diverse teams, including development, marketing, sales, and customer support.
Analytical mindset for assessing data, metrics, and customer feedback to inform product decisions.
Willingness to adapt to evolving methodologies and tools - you're always open to finding ways to improve our processes and challenge “the way things have always been done”.
Ability to find creative solutions to complex challenges.
- You possess an Agile mindset and embody Agile core values of openness, courage, respect, focus, and commitment. You love to infuse Agile principles, practices, and methodologies to achieve team success!
- Your ability to effectively communicate thoughts, concepts, and practices at all levels of the business is unmatched, adjusting as needed to a target audience including both internal team members and end-users.
- Capable of organizing complex projects using intimate knowledge of processes, dependencies, timelines, and requirements
- Able to think through complex use cases, usability, and feature dependencies to create complete user stories and requirements
- You bring an understanding of and strong alignment with our core values.
- Legally authorized to work and live in the US.
What Will Make Us Drool
While totally not necessary, props to folks who have one or more of the following:
Product design experience
Familiarity using Notion
Application
- Cover Letter (this doesn't have to be long! Just tell us a little about why you're interested in this job with AdvicePay and how your experience connects to the position)
- Resume (to be uploaded)
Applications will be reviewed as they are received
Process
Initial screen via audio and/or video (your choice!) answering a few short questions about AdvicePay and the position
First-round interview
Work sample
- Final round interviews, including:
Meet some of the Team
Company’s Core Values interview
Final interview
Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer
After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)
AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.
