Lead Product Owner - Acquisition & Onboarding

Lead Product Owner - Acquisition & Onboarding

About Wealthify

Wealthify is a digital wealth management platform, based in Cardiff, with a mission to make it really simple for people to invest with confidence.

Founded in 2016 to address the needs of a new generation of investors, Wealthify blends digital technology, expert investment management and close attention to our customers to make wealth creation more accessible.

Wealthify offers a range of investment accounts (Stocks & Shares ISA, Junior ISA (JISA), General Investment Account (GIA), Self-Invested Personal Pension (SIPP)) and savings accounts (Cash ISA, Instant Access Savings Account (IASA)) to give customers a range of ways to manage and grow their money.

With a proprietary technology platform, a seasoned and passionate team of experts, and a substantial base of customers and assets under management, Wealthify is now growing towards profitability under the ownership of Aviva plc, after successfully establishing itself as a digital disruptor in this huge market.

Your Role

As part of Wealthify's award-winning Product Team, reporting to the Head of Product, you'll play a key role in driving growth through exceptional customer experiences. You'll be responsible for envisioning, designing, and delivering changes to improve acquisition and optimize conversion rates through seamless onboarding journeys.

You'll work within a dedicated Scrum team comprising CRO specialists, Designers, Software Engineers, and Testers, taking ownership of the product backlog and ensuring the team delivers impactful improvements to how customers discover and join Wealthify. This role is an opportunity to shape the first impression customers have of investing, removing friction and building confidence from their very first interaction.

Your responsibilities include:

• Owning and prioritizing the acquisition and onboarding product roadmap, ensuring alignment with growth objectives and business value.
• Conducting market research and competitive analysis to identify growth opportunities and industry best practices.
• Identifying and prioritizing opportunities to improve acquisition funnels and onboarding experiences using data-driven insights and conversion rate optimization principles.
• Leveraging data and analytics to assess performance, run experiments, validate hypotheses, and identify areas for continuous improvement.
• Validating solutions through prototyping, A/B testing, and customer research to ensure evidence-based decision-making.
• Defining KPIs and success metrics for acquisition and onboarding initiatives to measure impact and demonstrate ROI.
• Managing stakeholder relationships across Senior Leadership, Fincrime, Operations, and Customer Care to ensure regulatory compliance, operational feasibility, and exceptional customer outcomes.
• Working closely with operational onboarding specialists and Fincrime teams to understand and manage risks whilst delivering improved customer experiences that balance conversion optimization with compliance requirements.
• Collaborating closely with your Scrum team - CRO specialists, Designers, Software Engineers, and Testers - to design and deliver solutions that reduce friction, increase conversion, and create positive first experiences.
• Creating and maintaining the product backlog with well‑written, prioritized stories aligned with acquisition and conversion optimization goals, ensuring 2-3 sprints of refined, estimated work ready for development.
• Organizing and facilitating Agile ceremonies including refinement sessions, 3 amigos, sprint planning, stand‑ups, reviews, and retrospectives, working with your Scrum team to break down features into testable increments with clear acceptance criteria.
• Balancing the cost of change versus impact, making pragmatic trade‑off decisions to maximize value delivery while maintaining delivery momentum.

Skills We're Looking For

We value simplicity, communication, teamwork, trust, and confidence. To thrive in this role, you'll need:

• Experience in a similar product development role focused on acquisition, conversion optimization, or growth.
• Understanding of conversion rate optimization (CRO) principles and best practices for digital funnels and onboarding flows.
• Demonstrated experience creating and maintaining healthy product backlogs in JIRA, writing clear user stories with well‑defined acceptance criteria.
• Experience organizing and facilitating refinement sessions, working with cross‑functional teams to break down complex requirements into deliverable increments.
• Strong collaboration skills, with experience working embedded in Scrum teams alongside designers, engineers, and testers.
• Ability to make pragmatic trade‑off decisions, balancing scope, cost, technical complexity, and business value.
• Data‑driven decision‑making expertise, including hypothesis testing, A/B testing, and analytics interpretation.
• Excellent written and oral communication skills with ability to present insights and recommendations to senior leadership and cross‑functional teams.
• A detail‑oriented mindset with focus on user experience, understanding how customers interact with products and what drives behavior change.
• Experience collaborating with UX/Design teams and comfort working with design tools and prototypes.
• Strong stakeholder management skills across technical and non‑technical audiences including compliance, operations, and senior leadership.
• Market research and competitive analysis experience.
• Proficiency with modern product tools (e.g., JIRA, Miro, Confluence, Figma, Google Analytics or similar).

What Else We Value:

• Experience in regulated industries, ideally financial services, with understanding of compliance requirements for customer onboarding (KYC, AML, financial promotions).
• Knowledge of acquisition channels and marketing attribution.
• Experience with third‑party integrations and vendor collaboration.
• Ability to identify and leverage AI‑driven tools to optimize workflows and enhance decision‑making.
• Understanding of investment products (ISA, JISA, SIPP, GIA, Cash Savings).
• Experience in a start‑up or high‑growth environment.
• Analytical skills to identify improvement opportunities through data and customer feedback.
• Strong facilitation skills for workshops, retrospectives, and planning sessions.
• A passion for creating user‑centered digital products that drive growth.

If you're driven to aim high, deliver exceptional results, and have fun along the way, we'd love to hear from you!

What you'll get from us:

• Up to £70,000 per year
• 24 days holiday a year and an extra day holiday for each full year with us (up to 28 days)
• Half day off on your birthday
• Flexible working in line with business needs
• Discretionary annual bonus based on company and individual performance

We believe in the power of in‑person collaboration, as well as the value of true hybrid working - you'll be expected to organize high‑value in person collaboration sessions from time to time to get the most from squads and teams.

And we have plenty of perks too!

• Annual discretionary bonus which is linked to both the company and individual performance.
• Private Medical Insurance
• Death in Service Cover (X3 your annual salary)
• Income Protection Insurance
• Company Pension Plan - matched contributions up to 6%
• Offices in the picturesque Penarth Marina
• Free office gym
• Free parking
• We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes

This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company.