Full-Time

Head of Product - PFM Platform

Posted on 11/20/2025

Origin

Origin

51-200 employees

Subscription-based personal finance management platform

No salary listed

No H1B Sponsorship

Boston, MA, USA

Remote

Remote-first culture; US work authorization required.

Category
Product (1)
Requirements
  • 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
  • Candidates must be legally authorized to work in the United States
  • Origin does not sponsor visas
Responsibilities
  • 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 personal finance management 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
  • 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 personal finance management surfaces
  • Set the vision for transforming Origin’s personal financial management 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
Desired Qualifications
  • Experience building AI powered features or working with large language model 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

Origin provides a subscription-based platform that centralizes personal finance tasks like net worth tracking, budgeting, and automated investing. The system uses an AI planner called Sidekick to analyze transactions and offer saving recommendations, while also giving users direct access to Certified Financial Planners for personalized advice. Unlike competitors that require multiple apps for different tasks, Origin combines human expertise, AI, and tax assistance into a single service with no additional advisory fees for its investment tools. The company's goal is to simplify money management by replacing fragmented, expensive financial services with one affordable, all-in-one tool.

Company Size

51-200

Company Stage

Series B

Total Funding

$75.5M

Headquarters

San Francisco, California

Founded

2018

Your Connections

People at Origin who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Hartford partnership expands employee financial wellness adoption across major U.S. workforce.
  • High-yield savings and automated investing with zero advisory fees drive user retention.
  • Net worth forecasting with life event scenarios differentiates from competitors like Mint.

What critics are saying

  • Brand confusion with unrelated Origin companies in HR benefits and pelvic floor therapy.
  • YNAB's superior budgeting tools drive churn among expense-control-focused households.
  • SEC AI financial advice regulations force costly human oversight, eliminating subscription profitability.

What makes Origin unique

  • Combines AI financial advisor Sidekick with certified human planners for personalized guidance.
  • Integrates estate planning, tax filing, and investment tools beyond traditional budgeting platforms.
  • Acquired MyAdvocate to offer wills and trusts, addressing gap where two-thirds lack documents.

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Benefits

Health Insurance

Life Insurance

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Mental Health Support

Paid Parental Leave

Fertility Treatment Support

Home Office Stipend

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

1%
Fortune
Mar 25th, 2026
AI benefits platform Origin raises $30M to give CHROs visibility into global spend

Origin, a London-based AI-powered benefits platform for multinational companies, has raised $30 million in an extended Series A+ round led by Notion Capital. The funding brings Origin's total capital raised over the past 12 months to more than $50 million. Founded by Chris Bruce and Pete Craghill, Origin's platform uses an AI engine called Cuido to consolidate fragmented benefits data across policies, contracts and vendor platforms into a single system. The platform helps chief human resources officers track benefits spending and usage whilst enabling employees to query their available benefits. Origin's clients include Pfizer, Comcast and BP. One client expects to save $75 million annually using the platform. The company has approximately 75 employees across the US, UK and Europe. The new funding will support integrations with human capital management platforms like Workday and Oracle's Peoplesoft.

Los Angeles Times
Feb 25th, 2026
Origin raises Series B to expand AI-powered pelvic floor therapy across $61B market

Origin, a national provider of pelvic floor physical therapy and musculoskeletal care for women, has closed a Series B funding round led by SJF Ventures, with participation from Blue Venture Fund and Gratitude Railroad. The funding amount was not disclosed. Founded in 2020, Origin offers virtual and in-person physical therapy sessions across all 50 US states. The company has built an AI-driven clinical decision product called Athena, using data from 39 million patient interactions over 10 years, alongside a patient-facing AI agent, GinaGPT. The funding will accelerate development of personalised care journeys and support Origin University, the company's clinical training programme that has trained over 100 physical therapists in 2025. Origin is targeting a $61 billion market opportunity in pelvic floor care.

HR News (UK)
May 29th, 2025
Origin Raises $21M to Transform Benefits

Origin has launched with a $21M Series A funding round led by Felix Capital, valuing the company at $106M. The funding will accelerate Origin's mission to revolutionize the $45 billion global benefits industry with its AI-powered platform, Cuido™, which provides HR teams with strategic insights and cost control. The platform has been co-created with companies like Pfizer and Comcast, demonstrating significant cost reductions and efficiency improvements.

UKTN
May 15th, 2025
Origin launches with £15.8m funding

Origin, an employee benefits management platform, has launched with a Series A funding round of $21 million (£15.8 million). The platform consolidates data from employee benefits programs across multinational companies, addressing challenges related to different languages and regulatory regimes. Co-founder and CEO Chris Bruce stated that Origin was created to provide global benefits teams with clarity, efficiency, and control.

Diplomat Media Events
Jul 30th, 2024
Fintech company Qoobiss invests 500,000 euros in Origin, a global platform for digitizing company processes

Qoobiss, a fintech company focused on process digitalization, specializing in remote identity verification solutions using video means, is investing half a million euros in 2024 in Origin, a global platform for the complete digitalization of customer interactions.

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