SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to financial advisors. Reaching an estimated 69 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. In 2021, SmartAsset ranked #561 on the Inc. 5000 and #160 on the Deloitte Technology Fast 500™ lists of fastest-growing companies, while additionally closing a $110 million Series D funding round, valuing the company at over $1 billion. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies of all time.
This is an unparalleled opportunity to build data product experiences that to through products & services that inspire trust at scale, and provide accurate interactive answers to important personal finance questions—and that's where you come in.
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.
- 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.
- 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.
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)
- 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
- Supplemental Short-term and Long-term Disability
- FSA: Medical and Dependant Care
- 401K
- Equity packages for each role
- Time Off: Vacation, Sick and Parental Leave
- EAP (Employee Assistance Program)
- Financial Literacy Mentoring Program
- Pet Insurance
- Home Office Stipend
Top Skills
What We Do
SmartAsset is on a mission to help people get better Financial Advice. Our vision is to be the web’s go to resource for financial advice powering the largest marketplace connecting consumers with financial advisors and financial products.
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.
Why Work With Us
We have raised $110 Million in Series D Funding, bringing our valuation to over $1 Billion to further fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform. Today, SmartAsset reaches more than 100 million people each month through its personal finance content, custom tools and personalized calculators.
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