Head of Product - PFM Platform

Origin is the first personal AI financial advisor — for everyone.

The personal finance landscape is deeply unequal. The wealthy get white-glove teams of specialists who minimize taxes, optimize investments, and manage every financial decision. Meanwhile, tens of millions of Americans are left to navigate an increasingly complex financial world on their own, leading to costly mistakes and missed opportunities that can compound for decades.

Until now.

Origin is democratizing access to world-class financial expertise by delivering the level of personalized guidance that was once reserved for the top 1%. We bring all of your finances into one intelligent home base, where AI-driven advice is integrated into every part of your money — from cash flow to investing, taxes, insurance, debt, and beyond.

We’re building a world where every person has access to the specialized financial advice that has been out of reach for far too long.

Origin is a fast-paced Series B startup led by repeat founders and backed by leading investors including Felicis, 01A, and General Catalyst.

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.

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

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!