
Senior Product Manager, Financial Planning & Advice
Acorns
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $185,000 - $200,000 per year
Job Level
About the role
- Own the financial planning roadmap at Acorns, architecting intuitive, AI-powered experiences that deliver financial education, proactive guidance, and regulated advice to our customers.
- Design the integration between AI guidance, digital tools, and human experiences to create a seamless journey across all touchpoints.
- Lead the development of a robust financial planning engine that is "compliant by design." You will translate complex financial and regulatory requirements into the scalable logic that powers our AI-first advice experiences.
- Lead a cross-functional pod of engineering, design, and data science through a rigorous, iterative agile rhythm. You’ll translate complex roadmaps into high-quality software with precision.
- Solve customer problems through data. You will design and execute robust experiment plans, using A/B testing and behavioral data to iterate toward the most effective advice logic.
- Turn nuanced concepts—like retirement modeling and tax optimization—into intuitive journeys that empower customers to take immediate action.
- Take full responsibility for the Planning & Guidance remit, focusing on customer retention, financial health improvements, and long-term lifetime value.
Requirements
- 8+ years of PM experience, with a track record of scaling complex products in fintech, wealth management, or AI-driven consumer platforms.
- Deep understanding of financial planning, advice delivery, and the regulatory landscape. You have experience with the mechanics of financial engineering.
- Proven experience building products powered by machine learning or LLMs, specifically focused on personalization and proactive engagement.
- A "builder" mindset with exceptional skills in leading agile teams and managing trade-offs between speed, scope, and quality.
- Expertise in experimentation and data analysis. You are comfortable diving into data to validate hypotheses and defend your roadmap.
- Hunger to deliver game-changing products
- Exceptional drive and precision in delivery
- A belief that your work is tied to your life's mission
- Optimistic about the potential of societal change.
Benefits
- Competitive salary and stock options
- A comprehensive benefits package for you and your family
- Flexible work location, hours, and paid time off
- 401(k) discretionary match
- Monthly Acorns account contribution & GoHenry account for your family
- Mindfulness and Financial Wellness resources, Headspace and Addition Wealth
- Acorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)
- Roots Leadership Program for Emerging Leaders
- Community week onsite gatherings and various virtual events
- Talented and motivated team members who care deeply about one another, our mission, and our customers.
- The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningAI-powered experiencesregulatory compliancemachine learningA/B testingdata analysisfinancial engineeringretirement modelingtax optimizationagile methodologies
Soft Skills
leadershipproblem-solvingcommunicationcollaborationdriveprecisionbuilder mindsetcustomer focusoptimismadaptability