About Knomee
Knomee is a pioneering Behavioral Discovery Platform designed to empower financial advisors to convert, retain, and scale trust with their clients. We believe that true self-understanding is fundamental to shaping a desired financial future. Our platform guides individuals through engaging activities to reflect on their past and define future goals, culminating in a holistic Financial Identity

. By enabling clients to share this identity with their trusted financial providers, Knomee fosters stronger relationships, ensures alignment with personal values, and helps clients stay on track towards their most important objectives. Founded by financial industry leaders, including CEO Marla Sofer – a former financial advisor passionate about moving beyond product sales to client-centric solutions – Knomee is dedicated to enhancing financial wellness and building enduring trust in wealth management.
What You'll Do
- Define and Lead Product Strategy & Vision: Partner directly with the CEO to shape Knomee's product vision, strategy, and long-term roadmap, ensuring alignment with both customer needs and overarching business objectives.
- Drive Customer Discovery & Insights: Lead continuous customer discovery efforts through interviews, observation, usability testing, and product analytics, translating deep customer understanding into clear, actionable product requirements and engineering priorities.
- Collaborate on Product Delivery: Partner closely with Engineering and Design teams to deliver elegant, intuitive, and high-quality product experiences that create measurable customer value and drive adoption.
- Optimize Product Success: Define, monitor, and iterate on key success metrics, actively driving product adoption, engagement, retention, and expansion by continuously learning and improving customer outcomes.
- Influence Product Culture & Growth: Help establish scalable product management processes and a robust customer-centric product culture, laying the foundation for Knomee's future product organization and contributing to our growth trajectory.
What We're Looking For
- Experience: 7–10+ years of progressive product management experience, with a strong background in building B2B SaaS products from conception to successful launch and scaling.
- Strategy & Ownership: Demonstrated success in owning product strategy, vision, and roadmap for complex, customer-facing products in dynamic, fast-paced environments.
- Customer-Centricity: Proven ability to lead continuous customer discovery, translate user insights into compelling product requirements, and drive measurable customer outcomes that align with business goals.
- Collaboration & Execution: Exceptional collaboration skills, with a track record of effectively partnering with engineering, design, and cross-functional teams (Sales, Customer Success, Marketing) to deliver high-quality, impactful products.
- Judgment & Adaptability: Strong product judgment, analytical mindset, and comfort making strategic decisions in ambiguous, early-stage environments. A bias toward action, continuous learning, and adaptability is essential.
- Domain Expertise: Highly desirable experience in wealth management, wealthtech, fintech, financial services, behavioral science, or enterprise SaaS. Curiosity about AI and its strategic application where it creates meaningful customer value is a significant plus.
Tech Stack
Not specified
What's In It For You
Competitive compensation
Remote-first culture
Growth opportunities
Work with cutting-edge technology
Ready to join? Apply now and let's build something amazing together.