Senior Product Owner

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, 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.

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 Position

As a Senior Product Owner, you drive delivery by aligning strategy with execution, managing risk through process, and ensuring outcomes are measured, communicated, and used to inform next steps. You’re confident in saying no when needed to keep the team focused on solving the right problems. You operate with independence, managing up effectively and owning day-to-day partnership with key stakeholders. You also thrive in a collaborative environment, building strong relationships across teams, creating clarity, and ensuring alignment to translate vision into action.

What You’ll Be Doing

• Product Strategy

  • Own planning and delivery of projects end-to-end, managing scope and timelines

  • Identify trends from data, feedback and usability tests, and plan new features or improvements

  • Define project-level success metrics and ensure they map to company objectives

  • Identify and communicate resource needs

  • Engage directly with customers to clarify needs and gather feedback

  • Negotiate scope with stakeholders to deliver maximum value within time and resource constraints

• Backlog Management

  • Write clear, detailed user stories with acceptance criteria and accurate, up-to-date wireframes

  • Lead backlog refinement with the goal of ensuring clarity and alignment

  • Use data, feedback, and usability testing to inform project scope and phasing

  • Balance and plan long-term backlog with input from multiple stakeholders

• Sprint Execution

  • Hold accountability for delivery timelines across multiple projects

  • Establish and communicate sprint goals ahead of planning

  • Manage prioritization of interruptive work — identify and implement improvements to the established process

  • Participate in QA as-needed

  • Validate completed work against acceptance criteria, success metrics, and usability and performance standards

  • Partner with engineering leadership to evolve sprint processes

• Delivery/GTM

  • Develop and maintain release notes and internal documentation

  • Participate in external-facing release and launch communication (how-to videos, user training, webinars, etc)

  • Partner with product marketing and CS to plan GTM and change-management strategy

  • Define and track success metrics for features post-release, and adjust roadmap priorities accordingly

  • Facilitate user acceptance testing (UAT) upon delivery of SOWs

• Cross-functional collaboration

  • Own alignment between product and other business units around the planned roadmap, priorities, and known timelines

  • Lead solution conversations with customers and prospects as a product functionality and integration subject matter expert

  • Act as first point-of-contact for internal comms and questions

  • Guide integration and partnership opportunities at the strategic level

  • Mentor and develop team members in product ownership practices, strengthening overall product expertise across the organization

• Other tasks as required

Key Measureables for Success

• Work ready in backlog

• Capacity allocation (planned vs unplanned work)

• Feedback/ feature request backlog management

• Success metrics achieved for major projects (delivery timelines, adoption, user satisfaction, etc)

The Deets

• Start Date: November 2025

• Status: Exempt, Full-time (40-45 hours/week)

• Location: Bozeman, MT or Remote

• Department: Product Development

• Reports to: Head of Product Development

• Travel: 5% if located outside of the Bozeman area (2 quarterly planning weeks per year at AP’s headquarters in Bozeman)

Compensation & Benefits

• Salary: $117,376/year based on the accountability level reflected in our transparent salary structure (shared with all team members upon joining)

• Flexible paid time off days to maintain work-life harmony (we encourage and support that you take at least 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

• Up to $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

Please see our Team Member 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!)

• At least 5 years experience as a Business Analyst, Product Owner, or Product Manager or equivalent at a software company (required)

• A deep understanding of the full product development lifecycle

• Experience working in a context that utilized Agile and Scrum principles, practices, and ceremonies

• Strong attention to detail in documentation and ticket writing

• Excellent communication skills, both written and verbal

• Experience with sprint planning, backlog management, and iterative development

• Understanding of customer needs built on a foundation of B2B and B2C SaaS industry knowledge

• Experience gathering and analyzing customer feedback through various channels

• Proven ability to collaborate with diverse teams, including development, marketing, sales, and customer support

• Working understanding of SaaS architecture basics, including multi-tenancy, data models, and integrations

• Competence in data analysis for decision-making, including querying, interpreting, and presenting data

• Proficiency with sprint management tools (e.g., Jira, Notion)

• Fluency in reading and interpreting API documentation, with the ability to understand endpoints, parameters, authentication methods, and error codes in order to support integration design and collaborate effectively with engineering teams

• Proficiency with using product analytics platforms (e.g., Pendo, FullStory) to define meaningful product metrics, KPIs, and experiments

• Comfortable collaborating with engineering on technical tradeoffs (performance vs. complexity, build vs. buy, etc.) to shape roadmap priorities

• Strategic thinker with vision and foresight; confident and effective in communication with executives and customers

• Skilled at managing up and across the organization

• Effective at cross-functional collaboration and scope management; able to independently drive prioritization and metric setting

• Strong understanding of the need to align strategy with business outcomes with a desire to create, implement, and iterate on processes

• Desire to mentor and develop other POs

• Proven ability to grasp and articulate technical concepts to non-technical stakeholders

• High sense of personal responsibility + integrity (required)

• An understanding of and strong alignment with our core values (required)

• Legally authorized to live and work in the United States (required)

Application

• In lieu of a cover letter, please respond to the following prompt in 2–3 paragraphs:
  There are many titles for people who do the type of work we’re hiring for — Product Owner, Product Manager, Project Manager, Business Analyst, even Designer. For us, the title is less important than the experience, skillset, and enthusiasm for executing on the responsibilities of a Senior Product Owner at AdvicePay.

  
  We’d like you to write 2-3 paragraphs referring to specific roles you’ve had (as listed on your resume) where you gained relevant experience. We are especially interested in your exposure to both tactical and strategic work.
  

  What interests you in a role that spans both vision and execution? How do you balance operating in both spaces at once in your day-to-day work?
  

  Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.

• Resume (to be uploaded)

Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!

Process

1. Initial phone screen answering a few short questions about AdvicePay and the position

2. First-round interview with the hiring manager

3. Work sample

4. Final round in Bozeman, including:

   • Company Core Values interview

   • An informal coffee chat to get to meet some current AP team members

   • Cross departmental interview with Product Marketing and Engineering

   • Final wrap interview with the hiring manager

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.