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Senior Financial Planning Module Lead

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Job Summary

Our company is seeking a skilled Product Manager to lead the development and enhancement of financial planning modules within our InsurTech suite.

About this Role

  • Manage the product lifecycle from conception to launch for financial planning features within our platforms.
  • Understand and translate financial planning and insurance domain requirements into product features.
  • Define product vision, strategy, and roadmap aligned with company goals and customer needs.
  • Gather, prioritize, and manage product requirements from stakeholders (clients, users, internal teams).
  • Develop detailed product requirement documents (PRDs), wireframes, and user stories.
  • Collaborate with UX/UI designers to create intuitive, compliant, and customer-friendly experiences.
  • Work closely with engineering teams to drive implementation and timely delivery.
  • Ensure adherence to compliance standards, including regulatory norms and financial regulations.
  • Conduct market research and competitive analysis to identify trends and opportunities.
  • Measure product success through KPIs, user adoption, feedback, and performance metrics.
  • Act as the voice of the customer internally and represent the product in client demos, sales, and marketing initiatives.

Required Skills and Qualifications

  • Bachelor's degree in Engineering (CS) or M.tech (CS) + MBA preferred.
  • 10+ years of product management experience, with at least 5 years in financial or insurance software products.
  • Strong understanding of financial planning principles, investment products, and insurance workflows.
  • Experience with InsurTech software or digital insurance platforms.
  • Familiarity with agile methodologies, JIRA, Confluence, or similar tools.
  • Excellent communication, presentation, and stakeholder management skills.
  • Data-driven mindset with proficiency in analytics and metrics tracking.

Desirable Qualifications

  • Experience working in an InsurTech startup or enterprise SaaS platform.
  • Knowledge of regulatory frameworks and compliance best practices.
  • Exposure to AI/ML use cases in risk profiling, claims prediction, or customer segmentation.