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Hiring Key People As We Expand To The Next Level

At Income Discovery, we are committed to creating a culture that allows our people to thrive and grow. We are looking for true leaders who are comfortable facilitating change while contributing to the growth and success of our product and business. Your contributions will be immediately heard, and your impact immediately felt.

Our goal is to attract, develop, and retain the very best talent. If you are ready to roll up your sleeves, are an independent thinker, and eager to share your ideas, we’d love to meet you!

We invite you to explore our site to learn more about us. If there is a career opportunity that matches your skills and interests, we encourage you to submit your resume to careers@incomediscovery.com.

"Join a team of industry leaders who have come together to reshape the retirement industry with a pioneering, commercially proven value proposition. It is exciting times as the company scales up. You can make history by taking the company to the next level and beyond.

Rakesh Kaul, Chairman of the Board of Directors 

"Come join a team of people who are working to make a difference by creating impact in space that drives societal change while enriching the company and yourself.

Shankar Iyer, Board of Directors

"I love working with our small, cohesive team. Everyone takes pride and ownership of building tools that genuinely help retirees fulfill the dreams they have been working towards their entire lives.

Stephan Granitz, Chief Analytics Officer

"At Income Discovery, your ideas matter, and your contributions shape our success. We’re a team driven by passion and purpose, solving dynamic challenges for our clients that make every day rewarding.

Kimberly Sexton, Lead Product Manager

"I enjoy working at Income Discovery because it is a collaborative and inclusive environment. The entire team works hard each day to have a positive and meaningful impact on processes, products, and client relationships.

Stacy McDowell, Chief Product Officer

Open Positions

Senior Product ManagerRetirement Solutions

Full Time Remote

Our Mission

Income Discovery provides the intelligence to deliver personalized tax-smart retirement income in a simplified scalable way.

No sliders. No spreadsheets. No guesswork.

Our intelligent engine, AIDA, aims to increase a retiree’s safe spending by as much as 30% or their after-tax bequest by as much as 5 times.

The Opportunity

We are seeking a Senior Product Manager who thrives at the intersection of strategy, execution, and domain expertise.

This role is ideal for someone who:

  • Thinks strategically about product direction and market opportunity
  • Is equally comfortable documenting details (writing requirements, specs, workflows)
  • Leverages AI tools to enhance product thinking, documentation quality, and speed
  • Brings experience from the fintech ecosystem and/or deep expertise in retirement plans, income strategies, and annuities
  • Applies a modern, customer-centric approach to product development, including strong instincts for feature prioritization and user value
  • Enjoys translating complex financial concepts into scalable software solutions

You will own product initiatives end-to-end, from concept through delivery and client implementation, while working closely with engineering, analytics, and enterprise clients.

What You’ll Do
Execution & Product Development
  • Create high-quality product documentation (FRDs, user stories, workflows, diagrams, presentations), using tools, including AI, to improve clarity, completeness, and speed
  • Work closely with engineering teams (onshore/offshore) to deliver scalable, API-driven solutions
  • Own product lifecycle from ideation through launch and iteration
  • Ensure alignment between technical delivery and business outcomes
  • Proactively identify gaps, edge cases, and opportunities for improvement in product requirements
Product Strategy & Ownership
  • Help define and drive product strategy for retirement income and planning solutions
  • Translate business goals and enterprise client needs into clear product direction and prioritized roadmaps
  • Identify opportunities to expand capabilities across retirement products, tax strategies, and income delivery
Client & Implementation Leadership
  • Partner with enterprise prospects and clients to implement and customize solutions
  • Act as a subject matter expert on retirement planning for internal teams and clients
  • Bridge the gap between client needs, financial concepts, and product capabilities
Cross-Functional Collaboration
  • Collaborate with engineering, QA, analytics, and sales teams
  • Communicate complex ideas clearly to both technical and non-technical stakeholders
  • Support go-to-market efforts, product releases and testing
Market & Domain Expertise
  • Stay current on retirement regulations, tax laws, and industry trends
  • Conduct competitive analysis and incorporate insights into product evolution
What We’re Looking For

This is a high-impact, senior role requiring both depth and versatility.

Required Experience
  • 7–10 years in product management within wealth management, broker/dealer, or financial services
  • Strong expertise in retirement plans, retirement income strategies, and financial planning concepts
  • Proven experience delivering B2B software products, ideally with API integrations
  • Experience working with enterprise clients and managing client relationships
  • Demonstrated ability to work with distributed/offshore engineering and QA teams
Core Capabilities
  • Strong writing skills—able to produce clear, structured product documentation
  • Strategic thinker + hands-on executor (comfortable moving between vision and detailed specs)
  • Ability to translate complex financial concepts into intuitive product experiences
  • AI-native mindset: comfortable using AI to draft and refine specs, identify gaps and edge cases, accelerate research, and continuously improve personal workflows
  • Highly self-directed and proactive, with the judgment to ask thoughtful questions and seek clarity when needed
  • Excellent communication, organization, and stakeholder management skills
Why This Role is Unique
  • Direct impact on improving retirement outcomes at scale
  • Blend of financial domain expertise + modern SaaS product development
  • Opportunity to work in an AI-enabled product environment and shape how AI enhances product development and client outcomes
  • Exposure to enterprise partnerships and complex integrations
  • Opportunity to shape a rapidly growing, high-impact product
Compensation & Benefits
  • Fully remote (U.S.) with EST working hours
  • Competitive salary + equity
  • Comprehensive health benefits (medical, dental, vision)
  • 401(k) with company match
  • Generous paid time off

Learn More

Remote, but still connected

July 2025 marked a major milestone for Income Discovery – our 15th anniversary! As a remote-first company, our annual retreat is one we all look forward to, and we made this one extra special.

Remote, but still connected

We brought the team together in beautiful Napa, California — and it did not disappoint. Sunshine, great food, and world-class wine set the stage for a truly unforgettable gathering.

Remote, but still connected

We added a splash of friendly competition with a scavenger hunt and a pizza & wine pairing challenge. The energy was high, and the creativity even higher.

Remote, but still connected

Here’s to 15 years of innovation, growth, and camaraderie — and to many more ahead!

Remote, but still connected

In August 2024, our U.S.-based team gathered in Estes Park, Colorado, for a company retreat. We stayed at the historic Stanley Hotel, sharing meals, stories, laughs, a ghost tour, and a ride up an aerial tram.

Remote, but still connected

A highlight of the trip was hiking through Rocky Mountain National Park, where we visited Dream Lake, Nymph Lake, and Emerald Lake.

Remote, but still connected

We were also fortunate to have one of our investors and strategic advisors, Roger Ochs, join us, adding to the camaraderie.

Remote, but still connected

We look forward to going on another memorable and enjoyable company retreat next year!

Life at Income Discovery

Health & Medical

  • Multiple Aetna medical plan options through Justworks, with flexible coverage designed to fit your lifestyle and budget
  • Dental and vision plans that keep you healthy, focused, and at your best
  • Access to One Medical, Teladoc, Talkspace, and Kindbody for top-tier primary, virtual, and specialized care
  • FSA and HSA accounts available for smart healthcare spending
  • Health Advocate program offering 24/7 support for well-being and everyday guidance
     

How We Work

  • Fully remote work model—work from anywhere within the U.S.
  • Structured around East Coast business hours for collaboration and clarity
  • Flexibility built in when life requires it
  • Generous paid time off—starting at four weeks, plus 10 paid holidays and additional days earned with tenure
  • Annual company retreat to connect, celebrate wins, and recharge together
     

Personal & Financial Growth

  • Opportunities for incentive equity options for eligible full-time professional staff
  • 401(k) plan with a competitive company match
  • Short-term incentive bonus program for full-time professional staff
  • Ongoing feedback and annual performance reviews to set goals and support career development
  • Encouragement and support for professional learning, certifications, and industry engagement

Disclosures:

  1. *Please note: Applicants must be legally authorized to work in the United States at the time they submit their resume/application.
  2. Income Discovery provides equal employment opportunities and fosters an inclusive environment where differences are valued and respected. We make all employment decisions based on merit, qualifications, and business needs.
  3. Attention 3rd Party Staffing/Recruiting Agencies:  At this time, all recruitment efforts at Income Discovery are conducted in-house. The company does not partner with or accept submissions from external staffing or recruiting agencies unless a formal agreement is in place with Income Discovery. Any unsolicited resumes sent to Income Discovery employees will be deemed the property of Income Discovery, and no fees will be paid for such submissions should that candidate be hired.