Job description
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.
*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
About the team:
This is an unparalleled opportunity to build product experiences that leverage cutting-edge AI to empower financial advisors. You will be at the forefront of defining how generative AI can transform marketing and content creation for financial professionals, helping them to better connect with their clients and grow their businesses.
About the Job:
We are looking for an exceptional and user-obsessed Senior Product Manager to join our team and lead a large-scale, greenfield project from concept to launch. This role will be pivotal in shaping and launching a new marketing content creation application for financial advisors, powered by generative AI. The ideal candidate is a product builder at heart, deeply empathetic to user needs, and passionate about solving complex problems in the financial advisor space.
Responsibilities:
- Develop and execute a comprehensive product strategy for a new generative AI-powered marketing content creation application for financial advisors, taking the product from a “0 to 1” state.
- Conduct in-depth user research and market analysis to identify and champion the most critical user needs, ensuring that the product roadmap is laser-focused on solving the right problems.
- Lead the product discovery process, gathering and ruthlessly prioritizing requirements from internal stakeholders and financial advisors based on data and user impact.
- Collaborate with data science and engineering teams to translate product requirements into actionable technical specifications and ensure the timely delivery of a high-quality application.
- Define and analyze key performance indicators (KPIs) to measure the success of the product and drive continuous optimization through A/B testing and user feedback.
- Serve as the primary product owner for the application, managing the product roadmap, backlog, and user testing processes.
- Effectively communicate the product vision and progress to internal and external stakeholders, including executives and financial advisors.
Skills/Experience you have:
- Minimum 5 years of experience in product management, with a proven track record of successfully leading large, greenfield projects from concept to launch.
- Strong understanding of generative AI and Large Language Models (LLMs) and their applications in content creation and marketing. Minimum 1 year of experience in building AI products required.
- A deep-seated user empathy and a passion for uncovering and solving their most pressing problems, with a demonstrated ability to translate user needs into product features.
- Excellent analytical skills, with a demonstrated ability to use data to drive decision-making and business impact. Proficiency in SQL for data analysis and A/B testing are required.
- Exceptional communication and stakeholder management skills with the ability to influence cross-functional teams and navigate competing priorities.
Skills/Experience preferred:
- Significant experience working in the financial advisor or wealth-tech space.
- Experience working with marketing automation platforms, content management systems, or similar tools.
- Proven experience in designing and implementing data-driven products or features.
- Familiarity with Agile development methodologies (Scrum, Kanban) and experience working in Agile environments.
Physical Requirements:
- 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)
Available Benefits and Perks:
- 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 Dependent 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
SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at [email protected].
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $135,500 to $180,000 + RSUs + benefits.
Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
