Product GM - Investments

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.

How you can make a difference

We are seeking a General Manager of Investing to lead the vision, strategy, and execution of our investment offering within our ecosystem. This role is accountable for building a differentiated, end-to-end investment experience that empowers our members to grow their health savings through thoughtful and accessible investing options. You will act as the business owner for the investing product line - spanning product strategy, investment partner relationships, regulatory compliance, go-to-market execution, and member experience. This is a highly visible, cross-functional leadership role requiring deep expertise in the investment space, strong commercial acumen, and a passion for helping Americans take ownership of their long-term health and financial futures.

What you'll be doing

End-to-End Investing Strategy

Define the long-term vision and roadmap for the investing experience within our HSA platform - spanning education, accessibility, product design, and performance.
• Own the full lifecycle of the investing product: fund lineup, platform capabilities, pricing, adoption, engagement, and performance tracking.
• Develop a differentiated offering that appeals to a range of investor personas - from passive savers to experienced investors.

Product Leadership

• Lead cross-functional teams (product, design, data, engineering, operations) to deliver investing features and experiences that are seamless, secure, and scalable.
• Partner closely with the HSA GM, marketing, and customer experience teams to ensure alignment with broader company strategy and brand.
• Drive continuous optimization and innovation based on member behavior, market trends, and investment outcomes.

Investment Oversight & Industry Expertise

• Serve as the internal subject matter expert on investment products, portfolio construction, asset classes, fund structures (e.g., mutual funds, ETFs), and related vehicles (e.g., model portfolios, robo-advisory).
• Maintain strong oversight of investment offerings to ensure performance, compliance, and relevance to member needs.
• Work closely with third-party investment managers, custodians, advisors, and regulatory stakeholders to ensure a best-in-class offering.

Business Management & Growth

• Own key business metrics: assets under management (AUM), take rate, user activation, engagement, retention, and revenue contribution.
• Develop go-to-market strategies to drive awareness and usage of investing features, including education and lifecycle-based targeting.
• Identify and evaluate new distribution models, partner integrations, or acquisitions to expand investing capabilities.

What you will need to be successful

• 10+ years of experience in investment management, brokerage, wealth tech, or fintech, with direct experience building or overseeing investment products.
• Proven success in a general management, product leadership, or P&L-owning role in the financial services industry.
• Deep understanding of investment strategies, fund structures, portfolio construction, and regulatory frameworks (e.g., ERISA, SEC, FINRA, DOL).
• Strong strategic thinker with the ability to translate insights and trends into executable product and business plans.
• Experience navigating custodial platforms, advisory models, and B2C/B2B2C investment product delivery.
• Passion for democratizing investing and improving financial outcomes for everyday consumers.
• Exceptional leadership, cross-functional collaboration, and communication skills.
• FINRA Series 7/65 or 66 a plus, but not required.

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives and restricted stock units as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision

• HSA contribution and match

• Dependent care FSA match

• Uncapped paid time off

• Adventure accounts

• Paid parental leave

• 401(k) match

• Personal and healthcare financial literacy programs

• Ongoing education& tuition assistance

• Gym and fitness reimbursement

• Wellness program incentives

Why work with HealthEquity

HealthEquity has a vision that by2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

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