Product Manager

Posted 6 Days Ago
Hiring Remotely in New York, NY
Remote
Mid level
Fintech
FP Alpha is an AI-powered comprehensive Wealth Management platform that streamlines the FP process.
The Role
The Product Manager will lead the development and evolution of market-leading financial planning solutions, collaborate with cross-functional teams, prioritize product features, track product performance, and ensure customer engagement with the FP Alpha application.
Summary Generated by Built In

FP Alpha, a disruptive, wealthtech firm is looking to hire a Product Manager to play an integral role in the expansion and buildout of a rapidly growing, well-funded company’s product team. We are searching for a hard-working individual who is passionate about pursuing a career in the wealthtech space.

FP Alpha is the first, AI-driven, comprehensive Financial Planning solution that enables Financial Advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 17 disciplines, all while remaining complementary to current retirement planning software.

Position Overview

The Product Manager will lead, own and drive the evolution of market-leading solutions within the financial planning industry. As Product Manager, you will develop relationships and collaborate with internal stakeholders and cross-functional teams in order to define the product vision, and actively solicit feedback on the product and its roadmap.

Responsibilities

  • Responsible for the product(s) roadmap, prioritization of activities, and determining scope and effort with the development team. Serve as one of the leaders of a cross-functional team of developers, UX designers, and stakeholders in Customer Success, Sales, and Marketing
  • Develop and maintain a strong knowledge of the product, applying problem solving skills to address critical and complex issues to ensure the product evolves in light with the organizational strategy
  • Inspire and work closely with the team to prioritize new product features based on market requirements, available resources, and product release cycle timelines
  • Detailed understanding of functional capabilities and limitations, and user scenarios
  • Responsible for the ongoing tracking of product performance, user engagement, and outcomes measurement
  • Continuously strive to identify opportunities to expand and enhance the product base and vision
  • Ensure that customers are successfully using the FP Alpha application by understanding their business objectives and recommending strategies to achieve those goals.
  • Collaborate with clients to understand their business and end-customer needs, and then constantly deliver value with fast release and feedback cycles.

Skills/Experience

  • CFP® or significant financial planning knowledge in multiple disciplines, including but not limited to: estate, insurance and tax planning
  • 4+ years’ experience in a product management role, including predominantly SaaS product experience in more recent years
  • Successful track record in building B2B, SaaS products within innovative, growth-oriented companies
  • Problem-solving aptitude & excellent communication skills

Salary/Benefits

  • Compensation includes salary and incentive. Salary is competitive and based on experience and industry standards.
  • Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA, Traditional and Roth 401(k), up to $400 for gym reimbursement and more.

For immediate consideration, please email your resume and cover letter to: [email protected]

FP Alpha is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

About FP Alpha

Launched in 2020, FP Alpha is an AI-driven user-friendly comprehensive financial planning solution that helps Financial Advisors identify actionable opportunities for clients, in a scalable, intelligent, and cost-efficient manner.

Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is complement the Advisor's current Financial Planning software, starting where they stop.  Our innovative technology reduces the burden of time-consuming manual tasks and frees financial advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management.

Andrew Altfest, MBA, CFP® is President of Altfest Personal Wealth Management, a pioneer in the fee-only Wealth Management movement. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Andrew has organized different practice groups focused on client segments, launched private equity solutions, and directed the firm’s Young Professionals group. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. 

Andrew was named a “Best-In-State Wealth Advisor” by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019.

 

 

The Company
4 Employees
Year Founded: 2020

What We Do

Launched in 2020, FP Alpha has developed an AI-driven user-friendly comprehensive Financial Planning solution that helps Financial Advisors identify actionable opportunities for clients, in a scalable, intelligent, and cost-efficient manner.
Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is complement the Advisor's current Financial Planning software, starting where they stop. Our innovative technology reduces the burden of time-consuming manual tasks and frees Financial Advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management.
Powered by insights from the industry's top minds and built by Financial Planning and Wealth Management experts, Advisors can create a comprehensive plan through FP Alpha and build a solution for clients across planning disciplines. The software enables Advisors to transform financial planning into comprehensive wealth management by streamlining financial planning processes and offering more services to clients. Designed to easily integrate with financial planning software on the market today, the firm's technology allows Advisors to scale efficiently and decrease the burden of time-consuming spreadsheets, checklists and labor-intensive tasks – enabling them to save time in the process and add more value to client relationships.
By reducing laborious, manual tasks within Wealth Management services and Financial Planning processes, FP Alpha helps Advisors deploy high impact and personalized recommendations to clients in a scalable, intelligent and cost-efficient manner. The tangible benefits of FP Alpha, and compelling output displays, enable Advisors to demonstrate their value beyond investments and differentiate themselves from robo-Advisors and discount alternatives, while justifying their fees and showcasing value.

Why Work With Us

We are a well-funded, high growth start-up SaaS firm with a brand new product that has been very well received in the marketplace. Come join us with your passion to pursue a career in the wealthtech space and hard work to shape our market presence and assist in the buildout of a world-class Sales and Relationship Management team.

Similar Jobs

Remote
United States
700 Employees

CreatorIQ Logo CreatorIQ

Product Manager, Reporting

eCommerce • Information Technology • Marketing Tech • Social Media • Software
Remote
Hybrid
New York, NY, USA
356 Employees
105K-120K Annually

Arcadia Logo Arcadia

Product Manager

Big Data • Healthtech • Software • Analytics
Remote
USA
370 Employees

Cloudflare Logo Cloudflare

IT Product Manager, GTM/Partner Systems

Cloud • Information Technology • Security • Software • Cybersecurity
Remote
United States
3900 Employees

Similar Companies Hiring

Hometap Thumbnail
Software • Real Estate • PropTech • Fintech • Financial Services
New York, NY
196 Employees
PEAK6 Thumbnail
Fintech
New York, NY
1900 Employees
Afterpay Thumbnail
Fintech
New York, NY
900 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account