About the role
Head of Product - PFM Platform Head of Product - PFM Platform ORIGIN 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.
THE ROLE 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 surface s 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