Product Manager, SmartAsset
Plus equity
Financial information and advice software
Job no longer available
Financial information and advice software
201-500 employees
Job no longer available
Plus equity
201-500 employees
Company mission
To help people make smart financial decisions.
Role
Who you are
- Minimum 3 years of product management experience: Demonstrated track record of successfully leading, delivering, and scaling product development initiatives, preferably in the technology or financial services industry
- Experience in managing delivery with cross-functional teams: Proven ability to collaborate effectively with data science, application engineering, and customer service teams to deliver complex projects on time and within budget
- Strong understanding of user experience principles: Experience conducting user research, gathering feedback, and translating insights into actionable product improvements that enhance the overall user experience
- Analytical skills and data-driven decision-making: Proficiency in analyzing data metrics, defining key performance indicators (KPIs), and using quantitative insights to inform product strategy and drive business outcomes
- Excellent communication and stakeholder management skills: Ability to effectively communicate product vision, priorities, and progress to internal and external stakeholders, build consensus, and navigate competing priorities in a fast-paced environment
Desirable
- Experience working with Salesforce platforms and development teams
- Proven track record defining and delivering data products (e.g algorithms, XaaS)
- Proficiency in SQL (Structured Query Language) for data analysis and manipulation, enabling the ability to query databases, extract insights, and inform product decisions
- Experience designing and implementing A/B tests using platforms such as Google Optimize, Optimizely, or similar tools, to optimize product features and user experiences through iterative experimentation
- Familiarity with Agile principles and practices, such as Scrum or Kanban, and experience working in Agile development environments, facilitating sprint planning, backlog grooming, and cross-functional collaboration to deliver iterative product enhancements
What the job involves
- We are looking for an exceptional Product Manager to join our team and help build the next generation of financial products
- This role will help support the growth of the SmartAdvisor, the largest Financial Advisor marketplace in the U.S
- Lead the development of a product strategy and roadmap aligned with company goals and informed by market research and user feedback
- Work closely with the data science, application engineering, and concierge teams to define product requirements, prioritize features, and ensure timely delivery of high-quality solutions that meet user needs
- Serve as the primary point of contact for internal stakeholders, including executives, product teams, and cross-functional teams, providing regular updates on project status, soliciting feedback, and addressing concerns
- Define KPIs and implement mechanisms for tracking and analyzing product performance, using data-driven insights to identify areas for improvement and drive continuous optimization
Our take
Management of personal finance is typically a practice fraught with pitfalls and risks. Tools, information, and professional advice to help manage money have subsequently become invaluable resources to many Americans.
SmartAsset serves as a resource cache and marketplace connecting consumers with financial advisors. This focus on digital resources is proving savvy, as trends in the advisory profession indicate more consumers are turning online for support and professional help. SmartAsset's approach, therefore, allows it to reach more than 100 million people each month.
SmartAsset has managed to modernise the process of locating clients for advisors - previously a slow and labour-intensive process - while also materially assisting its large number of low-income customers. This saw SmartAsset’s revenue grow by ten times over four years, and it seems likely to capitalise on a growing number of US citizens looking to manage their financial planning digitally.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-12% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jun 2021
$110m
SERIES D
Jun 2018
$28m
SERIES C
Total funding: $160.7m
Company benefits
- All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the contiguous US
- Medical, Dental, Vision - multiple packages available based on your individualized needs
- Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
- Short-term and Long-term Disability
- FSA: Medical and Dependant Care
- 401K
- Equity packages for each role
- Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
- EAP (Employee Assistance Program)
- Employee Resource Groups supporting our underrepresented communities
- Pet Insurance
- Home Office Stipend
Company HQ
Murray Hill, New York, NY
Leadership
Michael Carvin
(Founder & CEO)Michael's expertise is in financial decision-making. In the pre-SmartAsset days, Michael worked in private equity. They spent their time using financial models to help companies understand how to make better decisions.
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