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Head of Product

  • Bozeman, Montana, United States
$134,170 - $162,678 per yearProduct

Job description

About 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 2022 Inc. 5000 list of America's Fastest-Growing Private Companies (and #1 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 the same 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

*Please note that this role is based in Bozeman, MT. It is NOT a remote role and we can only consider candidates located in the Bozeman area or willing to relocate. You can find more information about Bozeman and what it's like to live here at the Bozeman Chamber of Commerce site:*

The Head of Product is a key member of the AdvicePay leadership team and is responsible for ensuring alignment of the AdvicePay product, roadmap, and operations with the company’s business objectives and customer goals.

This role will build and lead the team that drives the innovation, strategy, development, and lifecycle management for the AdvicePay SaaS platform. The ideal candidate will have a proven track record in product management in an Agile environment, will have worked with a product(s) that serve Enterprise/SMB/and low-touch customer segments, and will have a strong ability to aggregate and translate insights from multiple sources into successful product strategies.

What You’ll Be Doing

  • Product Strategy: Develop and communicate a clear product vision and strategy that aligns with AdvicePay’s strategic objectives, market demands, and existing customer needs.

  • Roadmap Planning: Define and prioritize the product roadmap based on market research, customer feedback, AdvicePay internal stakeholders insights, and business objectives.

  • Cross-functional Collaboration: Work closely with Engineering, Marketing, Sales, Customer Success, Customer Support, Security, and Finance teams to gather insights and ensure alignment and successful execution of the product roadmap.

  • Product Development: Lead the end-to-end product development process, from ideation and prototyping to launch and iteration, ensuring high-quality deliverables.

  • User Experience: Champion a user-centric approach to product design and development, focusing on delivering intuitive, seamless, and engaging user experiences.

  • Market Analysis: Conduct competitive analysis and market research to identify trends, opportunities, and potential areas for product differentiation and innovation. Engage AdvicePay founders and Board to leverage their subject matter expertise and industry trend knowledge.

  • Customer Insights: Gather and analyze customer feedback, usage data, and metrics to continuously improve and optimize product performance and features.

  • Stakeholder Management: Communicate product plans, progress, and outcomes to internal stakeholders, including executive leadership, investors, and board members.

  • Department Structure: Determine best and right structure for the Product team based on company objectives and stage of company; wear the many hats of the different functions of a product department while developing and executing against a hiring plan.

  • Continually find ways to improve AdvicePay’s product operations to ensure product and teams are customer-centric.

  • Develop and manage budget, communicating with executive leadership and board for product investments for near and long-term initiatives.

  • Team Leadership: Provide coaching and mentoring to the Product team, creating a customer-centric culture and establishing AdvicePay as a great place to work!

  • Travel as needed to industry, tech, and customer conferences; key vendor, partner, customer on-sites.

  • Define metrics at individual and department levels to drive the right customer and business outcomes.

  • Embrace the use of EOS (Entrepreneurial Operating System), using L10 meeting formats (don’t worry we’ll train you on this!)

Key Measurables for Success

  • NPS

  • Feature Adoption

  • Time to Value

  • Customer Effort Score

The Deets

  • Status: Full-time, exempt

  • Location: Bozeman, MT

  • Reports to: President

  • Direct Reports: 2 Product Owners

Compensation & Benefits

  • Salary: $134,170/year - $162,678/year commensurate with skills and experience

  • Flexible paid time off days to maintain work-life harmony (we require you take a minimum of 3 weeks of vacation 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, adoption or fostering 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 toward 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

  • Pet insurance

  • Company-owned MacBook Pro provided

  • Relocation assistance available for candidates moving to the Bozeman area

Please see our Dream Team Handbook for more info about the benefits and perks we offer!

Job requirements

What You’ll Bring to The Table (If you think, "I only meet 80% of these requirements", still apply!)

  • Demonstrable success as a SaaS product leader with a proven track record of launching and scaling products in a high-growth environment.

  • Experience building teams and processes from the ground up.

  • Prior experience in a leadership-level role.

  • Comfort (and enjoyment) with balancing the role of a player-coach, especially in a role where you wear many hats.

  • 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!

  • Proven experience building product management and end-to-end product development processes.

  • 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, balancing short-term objectives with long-term vision.

  • Experience managing products for both B2B (SMB and Enterprise) and B2C segments.

  • Uncanny ability to identify and solve issues at both the company and department level.

  • Ability to align a team around priorities and ensure the right work is being done at all times.

  • A win-together, lose-together attitude. You’re easy to work with. AdvicePay leaders, teammates, and customers alike find you to be incredibly helpful and enjoyable to work with.

  • You’re able to navigate the complexities of balancing individual customer needs with that of the greater customer base and those of the business.

  • A proven playbook for gathering customer and customer-facing team feedback and closing the loop on what we’re doing with that feedback.

  • Experience utilizing tech tools that improve the customer experience

  • Desire and ability to make AdvicePay a great place to work!

  • High sense of personal responsibility and integrity

  • An understanding of and strong alignment with our core values

  • Legally authorized to live and work in the United States (AdvicePay participates in E-Verify to confirm the identity and employment eligibility of all new hires.)

What Will Help You Stand Out from the Crowd

While totally not necessary, props to folks who have one or more of the following:

  • Experience with Financial Planning or Financial Services

  • Experience in Fintech or payments

  • Experience on a team that used EOS

  • Certified Product Manager certification

  • UX/UI experience


  • Cover Letter answering the following prompt: - 

    • This role will be responsible for determining the best and right structure for our Product team. Tell us about your experience building and leading a Product team. Include, at a high level, how you measured success with individual or department level metrics. 

    •  Applications without a cover letter will not be considered

  • Resume (to be uploaded)

Applications will be reviewed as they are received


  • 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, including other members of AdvicePay's Leadership Team

    • Company’s Core Values interview

    • Final interview with an Executive Team Member

  • Our typical hiring process takes 6-8 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.