Compensation Transparency
Salary Range: $155,000 - $175,000
Bonus eligible
At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.
About Earned
Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.
We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.
Earned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.
We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.
Join us as we build the future of financial services for doctors faster, smarter, and at scale.
Job Summary
As a Product Manager at Earned, you’ll sit at the intersection of engineering, design, and client and advisor experience to shape how clients experience Earned’s offering.
You’ll be responsible for working across the organization to define experiences across a multi-service line, omni-channel delivery model that will deliver unparalleled results for Earned’s clients. The work includes ownership of the overall product roadmap and ownership of specific initiatives that span services and deliverable definition, pricing, and technology. The right candidate will bring tech-enabled services product experience and be energized about the opportunity to apply product best practices to integrating and bringing the best of acquired firm capabilities and teams into Earned’s offer as part of an ambitious growth strategy.
Key Responsibilities
Product Roadmap Ownership
- Own and manage the Earned product roadmap, ensuring a cohesive vision across digital and service-based experiences.
- Collaborate closely with engineering, design, and client experience teams to prioritize, define, and deliver high-impact initiatives that align with Earned’s strategic goals.
- Balance short-term delivery needs with long-term platform evolution, ensuring Earned’s products scale efficiently while remaining customer centric.
- Establish and track clear success metrics for each initiative to measure business and customer value.
Tax and Accounting Product Development
- Lead the end-to-end product strategy for Earned’s tax and accounting offering, combining technology, human expertise, and operational delivery.
- Partner with service operations and finance teams to define, package, and optimize the service offering, ensuring clarity, scalability, and differentiation in the market.
- Drive initiatives to test and refine relationship-based pricing models, focusing on value alignment and customer lifetime engagement.
- Ensure product design reflects regulatory, compliance, and service delivery considerations while maintaining a seamless client experience.
Integration of New Service Lines
- Support the definition, validation, and launch of new service lines within the Earned platform.
- Collaborate with internal stakeholders to translate emerging business opportunities into digital and operational product requirements.
- Define frameworks for how new services integrate into the existing Earned ecosystem.
- Partner with marketing and client experience to ensure new service lines are clearly communicated, positioned, and adopted by customers.
Customer and Market Insight
- Champion the voice of the customer by synthesizing insights from data, research, client feedback, and market analysis.
- Translate insights into actionable product decisions that drive retention, engagement, and satisfaction.
- Conduct ongoing competitive analysis to identify differentiation opportunities and inform Earned’s go-to-market positioning.
Cross-Functional Leadership
- Act as a connective leader between product, technology, operations, and client-facing teams ensuring alignment and transparency across all stakeholders.
- Facilitate structured collaboration that drives product clarity, accountability, and efficient execution.
- Communicate roadmap priorities, tradeoffs, and milestones clearly to both executive leadership and cross-functional contributors.
- Foster a product culture rooted in experimentation, learning, and customer impact.
Key Requirements
- Bachelor’s degree in a related field; Master’s is preferred
- 5 years of experience in Product Management, ideally with exposure to fintech, accounting tech, or service-based business models.
- Proven experience launching or scaling hybrid digital + service products.
- Familiarity with financial services, accounting workflows, or small business management as a plus.
- Strong analytical and strategic thinking skills with a bias for execution.
- Excellent communication and collaboration abilities across teams and disciplines.
Benefits
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401k + 5% match
Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.