Head of Product - PFM Platform
THE ROLE
Mission
We are looking for someone to drive the future of personal finance at Origin. This role leads the core product experience used by millions and defines how members understand and manage their money.
Your mission is to transform PFM into an intelligent, proactive system that unifies spending, investing, and home finance. You will elevate our AI Advisor, deliver flawless spending insights, and create daily and weekly recaps that feel personal and essential.
This is a high impact role that builds the heart of Origin and sets the standard for modern financial guidance.
Responsibilities
Core Ownership
Build and scale the core product experiences that the majority of Origin members rely on every day
Lead product strategy and execution for Origin’s full PFM platform including spending, investing, and home tracking
Create a cohesive strategy that ties together cash flow, investments, and home finances into a single, clear picture of a member’s financial life
Product Excellence and Daily Responsibility
Oversee all spend and transaction level accuracy, categorization, and analysis
Partner closely with engineering, data, design, and AI teams to deliver a unified and intelligent financial experience
Champion high quality execution, clear user experiences, and measurable business impact across all PFM surfaces
AI Led Financial Guidance
Set the vision for transforming Origin’s PFM into a proactive financial engine that helps members understand, manage, and optimize their finances in real time
Drive the evolution of personalized daily and weekly insights so they feel meaningful, anticipatory, and central to a member’s financial routine
Own the strategy for how and where financial advice is delivered across the product including chat, recaps, alerts, and in product guidance moments
Ensure that AI powered financial guidance is accurate, actionable, and consistently delivered at the right moment across all touch points
Must Have
6 to 8 years of product management experience - primarily building direct to consumer products
Proven success owning or shipping core fintech, or other large scale data driven products
Demonstrated ability to set product strategy, lead teams, and deliver measurable business outcomes
Experience working closely with engineering, data science, design, and AI teams
Excellent communication and storytelling skills, especially around complex financial concepts
Nice to Have
Experience building AI powered features or working with LLM based systems
Background in personal finance, investing, or financial planning tools
Experience in high growth startup environments or zero to one product building
Graduate degree in business, computer science, data science, or a related field
Eligibility Requirements
Candidates must be legally authorized to work in the United States.
Origin does not sponsor visas.
WHAT WE OFFER
Financial Benefits:
Generous base salary
Meaningful equity package
Retirement 401k for USA-based Originals
Healthcare and wellness programs:
Healthcare
Wellness stipend
Mental wellness program
Unlimited access to financial planning
Life insurance for USA-based Originals
Work-life balance:
Unlimited DPTO
Remote-first culture
Flexible hours (Core hours: 9 AM to 5 PM local time)
Paid Parental Leave
Additional perks:
Parenthood and fertility assistance
Monthly co-working membership reimbursement
English tutoring stipend for International Originals
Build your home-office one-time stipend
Pick your setup (Apple, Windows) and accessories
ORIGINALS
Fulfilling our mission is only possible with a diverse team that breathes for excellence and is hugely committed to making money simple for everyone, everywhere.
As a team, we are obsessed with delivering the best solution possible to our members through an elegant and self-guided experience. We know that building a product of this magnitude requires from us tons of creativity, autonomy, and flexibility to move fast and embrace uncertainties with ownership. This is who we daily pursue to be!
To embrace talented people like this and provide the necessary resources to achieve their best versions, we believe in the power of a healthy environment where each person is valued for who they are and have clear goals and expectations for the future they can build within the company. Each person here is seen as a key player in our team.
Our environment is diverse, with excellent people and equal opportunities. We believe in the power of the individuality and uniqueness of each of us to make our team even more powerful.
We are building an outstanding solution, and here is an invitation for you to become an Original and join us on this journey!
About the job
Apply for this position
Head of Product - PFM Platform
THE ROLE
Mission
We are looking for someone to drive the future of personal finance at Origin. This role leads the core product experience used by millions and defines how members understand and manage their money.
Your mission is to transform PFM into an intelligent, proactive system that unifies spending, investing, and home finance. You will elevate our AI Advisor, deliver flawless spending insights, and create daily and weekly recaps that feel personal and essential.
This is a high impact role that builds the heart of Origin and sets the standard for modern financial guidance.
Responsibilities
Core Ownership
Build and scale the core product experiences that the majority of Origin members rely on every day
Lead product strategy and execution for Origin’s full PFM platform including spending, investing, and home tracking
Create a cohesive strategy that ties together cash flow, investments, and home finances into a single, clear picture of a member’s financial life
Product Excellence and Daily Responsibility
Oversee all spend and transaction level accuracy, categorization, and analysis
Partner closely with engineering, data, design, and AI teams to deliver a unified and intelligent financial experience
Champion high quality execution, clear user experiences, and measurable business impact across all PFM surfaces
AI Led Financial Guidance
Set the vision for transforming Origin’s PFM into a proactive financial engine that helps members understand, manage, and optimize their finances in real time
Drive the evolution of personalized daily and weekly insights so they feel meaningful, anticipatory, and central to a member’s financial routine
Own the strategy for how and where financial advice is delivered across the product including chat, recaps, alerts, and in product guidance moments
Ensure that AI powered financial guidance is accurate, actionable, and consistently delivered at the right moment across all touch points
Must Have
6 to 8 years of product management experience - primarily building direct to consumer products
Proven success owning or shipping core fintech, or other large scale data driven products
Demonstrated ability to set product strategy, lead teams, and deliver measurable business outcomes
Experience working closely with engineering, data science, design, and AI teams
Excellent communication and storytelling skills, especially around complex financial concepts
Nice to Have
Experience building AI powered features or working with LLM based systems
Background in personal finance, investing, or financial planning tools
Experience in high growth startup environments or zero to one product building
Graduate degree in business, computer science, data science, or a related field
Eligibility Requirements
Candidates must be legally authorized to work in the United States.
Origin does not sponsor visas.
WHAT WE OFFER
Financial Benefits:
Generous base salary
Meaningful equity package
Retirement 401k for USA-based Originals
Healthcare and wellness programs:
Healthcare
Wellness stipend
Mental wellness program
Unlimited access to financial planning
Life insurance for USA-based Originals
Work-life balance:
Unlimited DPTO
Remote-first culture
Flexible hours (Core hours: 9 AM to 5 PM local time)
Paid Parental Leave
Additional perks:
Parenthood and fertility assistance
Monthly co-working membership reimbursement
English tutoring stipend for International Originals
Build your home-office one-time stipend
Pick your setup (Apple, Windows) and accessories
ORIGINALS
Fulfilling our mission is only possible with a diverse team that breathes for excellence and is hugely committed to making money simple for everyone, everywhere.
As a team, we are obsessed with delivering the best solution possible to our members through an elegant and self-guided experience. We know that building a product of this magnitude requires from us tons of creativity, autonomy, and flexibility to move fast and embrace uncertainties with ownership. This is who we daily pursue to be!
To embrace talented people like this and provide the necessary resources to achieve their best versions, we believe in the power of a healthy environment where each person is valued for who they are and have clear goals and expectations for the future they can build within the company. Each person here is seen as a key player in our team.
Our environment is diverse, with excellent people and equal opportunities. We believe in the power of the individuality and uniqueness of each of us to make our team even more powerful.
We are building an outstanding solution, and here is an invitation for you to become an Original and join us on this journey!
