Product Lead – Investments jobs in United States
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Kota · 1 month ago

Product Lead – Investments

Kota is a company focused on making insurance and retirement benefits accessible through its innovative platform. The Product Lead will own the Investments stream, leading the development of retirement, savings, and wealth-building benefits while ensuring user-friendly integration with financial products.

AppsFinancial ServicesFinTechInsuranceInsurTechRetirement

Responsibilities

Shape and ship new pension, savings, and investment features for employers and employees
Lead integrations with pension and investment providers, including master trusts bundling life or income protection cover
Build transparency for users — contributions, balances, and performance insights
Work with finance, compliance, and design to ensure accuracy and simplicity in equal measure
Coach engineers and designers to deliver high-impact, well-scoped cycles

Qualification

Investment systems experienceProduct leadershipAnalytical mindsetUser-facing financial productsClear communication

Required

Experience with investment, pension, or wealth-management systems
Product leadership background (founder, PM/EM hybrid, or senior engineer turned lead)
Analytical mindset and comfort with financial and regulatory data
Track record of shipping user-facing financial products end-to-end
Clear communicator who can align commercial, technical, and design perspectives

Benefits

Health Insurance via Kota (€1,600 toward a plan of your choice)
Workplace Pension with matched contributions up to 5% via Kota
WFH stipend to support your home office needs
Generous Paid Time Off - work hard and take the time you need
Annual company-wide offsite and dedicated team offsite

Company

Kota

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We make it extraordinarily easy to roll out and manage benefits globally.

Funding

Current Stage
Early Stage
Total Funding
$22.37M
Key Investors
EurazeoEQT Ventures
2025-05-22Series A· $14.5M
2023-10-25Seed· $5.28M
2023-04-01Seed
Company data provided by crunchbase