Senior Product Manager, Financial Planning & Advice Job at Acorns

Senior Product Manager, Financial Planning & Advice

Acorns is seeking a Senior Product Manager to architect an AI-first financial pl...

Location

United States

Salary:

185000.00 - 200000.00 USD / Year

Acorns

Expiration Date

Until further notice

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
Experience with the mechanics of financial engineering
Proven experience building products powered by machine learning or LLMs, specifically focused on personalization and proactive engagement
Exceptional skills in leading agile teams and managing trade-offs between speed, scope, and quality
Expertise in experimentation and data analysis
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

Job Responsibility

Lead 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"
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
Translate complex roadmaps into high-quality software with precision
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

What we offer

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

Fulltime

Senior Financial Planning Supervisor

Join us as a Senior Financial Planning Supervisor in our Mass Affluent team base...

Location

United Kingdom , Birmingham; Greater Manchester

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc)
Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets
Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards
In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance
Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively

Job Responsibility

Assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business
Instilling a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme
Providing overall support to the business head with regards to sales and suitability framework
Fostering a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication
Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities
Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations
Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries

What we offer

Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Health and wellness
A place where you can belong
Collaborative Areas
More than work
Flexible working arrangements
Hybrid working

Fulltime

Audit Senior Manager - Insurance

Providing Audit assistance and expertise that makes an impact, we'll give you th...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

ACCA/ACA/ICAS qualified or overseas equivalent
Previous experience of managing people
Good working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements
Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering
Experience of systems/controls testing as well as substantive auditing, including consolidations, group audits, statutory accounts and disclosures
Project Management experience

Job Responsibility

Act as a major point of contact within the firm, together with the Partner
Build and maintain strong relationships with stakeholders at senior levels, being a principal point of contact throughout the year
Develop a strong commercial understanding of the audited entities businesses
Identify and recognise business and sales opportunities with new entities, and inform the Partner as appropriate
Act as an ambassador of the firm, participates in office marketing events, keeps abreast of the wide range of service the firm offers
Recruit, retain, develop and motivate our employees, which includes participating in graduate recruitment, ensuring job appraisal documentation is completed within deadlines and ensuring appropriate objectives and development plans are in place for counselees
Complete assignments within agreed budgets and timescales and identify opportunities for additional billings

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays
Bike to work scheme

Digital Software Engineer Senior Manager - Vice President

The Digital S/W Engineer Sr Mgr accomplishes results through the management of p...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

11-17 years of relevant experience in an Apps Development role or senior level experience in an Enterprise Architecture role with subject matter expertise in one or more areas with at least 3+ years of deep specialization in AI/ML, NLP, or Generative AI development
Proven experience in successfully building, leading, and delivering complex technology projects from conception through to deployment and ongoing support
Proven experience in leading high performance teams spread across multiple locations
Effectively coach and give feedback to direct reports to help develop talent and support career development
2+ years of experience building and operating production-grade AI systems such as digital assistants, recommendation engines, or similar intelligent platforms
2+ years of deep, applied experience with LLM technologies (GPT-4, Claude, Gemini, or equivalent), including prompt engineering, fine-tuning, and cost optimization in production environments
Hands-on expertise in implementing Retrieval-Augmented Generation (RAG) pipelines and working with vector databases for knowledge-grounded AI applications
Demonstrable experience in designing and deploying agentic AI workflows and multi-agent systems using modern frameworks
Proficiency in NLP model development using industry-standard libraries and ML frameworks
Expert-level Python development skills with strong command of RESTful APIs, microservices architecture, and cloud platforms

Job Responsibility

Accountable for executing and driving enterprise grade application design and development efforts to completion, serving as a development lead
Proficient at operating with considerable autonomy and significantly influence the way an application is designed and developed by providing subject specific expertise and an advanced level of understanding of application programming principles
Participate in design discussions as a Development Lead and play the part of a key decision maker in driving design decisions
Partner with industry vendors that provide technology or user experience design components that support our Digital architecture and work with vendors on our implementation plans and roadmaps identifying partnership opportunities to increase our development velocity and our learnings
Directly impact the business by influencing strategic functional decisions through advice, counsel or provided services
This will require persuading and influencing others through strong and comprehensive communication and diplomacy skills
Communicate progress, anticipate bottlenecks, provide escalation management, identify, assess, track and mitigate issues/risks at multiple levels
Regularly review metrics and proactively seek out new and improved mechanisms for visibility ensuring your program stays aligned with organization objectives
Share knowledge with the team in various forums (brown bags, engineering forums etc.) and demonstrate a higher level of knowledge through industry certifications
Integrate LLMs for conversational understanding and response generation

Fulltime

Senior Financial Planner

We are looking for an experienced Senior Financial Planner to join our thriving ...

Location

United States , Tysons

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in financial planning
Bachelor's degree in Finance, Accounting, or a related field
Certified Financial Planner (CFP) designation is required
Active Series 6, 7, 63, or 65 licenses
Proficiency in Accounts Payable, Accounts Receivable, and QuickBooks
Strong data entry skills and attention to detail
Life and Health Insurance licenses are highly desirable
Excellent communication and interpersonal skills

Job Responsibility

Develop and implement comprehensive financial plans and strategies tailored to individual client needs
Build lasting relationships with clients by providing exceptional service and personalized financial advice
Conduct in-depth analyses of clients' financial situations, investment portfolios, and tax planning strategies
Guide clients through the financial planning process, offering clear and actionable recommendations
Monitor market trends and product updates to ensure clients benefit from the most current financial solutions
Provide expert advice on investment strategies, wealth management, and risk mitigation techniques
Ensure compliance with all financial regulations and industry standards
Prepare for client meetings by conducting thorough research and analysis

What we offer

medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Senior Financial Planner

We are looking for an experienced Senior Financial Planner to join our thriving ...

Location

United States , Tysons, Virginia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in financial planning
Bachelor’s degree in Finance, Accounting, or a related field
Certified Financial Planner (CFP) designation is required
Active Series 6, 7, 63, or 65 licenses
Proficiency in Accounts Payable, Accounts Receivable, and QuickBooks
Strong data entry skills and attention to detail
Life and Health Insurance licenses are highly desirable
Excellent communication and interpersonal skills

Job Responsibility

Develop and implement comprehensive financial plans and strategies tailored to individual client needs
Build lasting relationships with clients by providing exceptional service and personalized financial advice
Conduct in-depth analyses of clients’ financial situations, investment portfolios, and tax planning strategies
Guide clients through the financial planning process, offering clear and actionable recommendations
Monitor market trends and product updates to ensure clients benefit from the most current financial solutions
Provide expert advice on investment strategies, wealth management, and risk mitigation techniques
Ensure compliance with all financial regulations and industry standards
Prepare for client meetings by conducting thorough research and analysis

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Director, Senior Product Head (Payments, FX and Liquidity)

In a role in Product Development & Management, you'll oversee our entire product...

Location

United States , New York

Salary:

225000.00 - 300000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

An experienced leader within the Payments, FX and Liquidity Product Office
Responsible for overseeing product simplification, planning, delivery and execution of our strategic initiatives
Support the development of the Payments, FX and Liquidity product strategy, ensuring Global alignment with Regional relevance
Collaborate with cross-functional teams including sales, technology, operations, risk and compliance to ensure cohesive product delivery, and establish strong relationships with key stakeholders globally
Oversee and track the financial performance of Strategic Investment initiatives across Payments, FX and Liquidity, including delivery scenario analysis
Ensuring all Audit and regulatory commitments are met to the highest standard, with appropriate product level Governance and Control
Develop and maintain internal and external stakeholder relationships, including Corporate and Investment Bank ExFo, third party suppliers and key product clients
Build and lead a high-performing global team, fostering culture of excellence, continuous improvement, and professional growth to achieve strategic objectives and deliver exceptional customer service
Ensure Product Alignment with Business Goals
Communicate Product Vision to Delivery Teams

Job Responsibility

Oversee our entire product lifecycle
Your responsibilities include gathering and prioritising product and customer requirements, defining product vision, and ensuring successful delivery and ongoing performance
Maximize the value of the product by defining a clear product vision, managing authoring, refining and prioritizing the Product Backlog balancing trade-offs across desirability, viability and feasibility
Act as the primary liaison between stakeholders and delivery teams, ensuring the product meets user/customer needs and delivers optimal value
Responsible for developing a roadmap and driving execution of their product area/sub-journey, applying continuous improvement principles and techniques

What we offer

Excellent location
Focused on fitness
Our wellness center is equipped with modern amenities, including fitness centres offering a variety of classes and services
Caring for your health
Our health center provides a range of services, including primary and urgent care, wellness exams, health coaching, and vaccinations
Great places to eat
Our office features a variety of sophisticated dining options, including a colleague restaurant and a private executive dining room

Fulltime

Director, Senior Product Head (Payments, FX and Liquidity)

In a role in Product Development & Management, you'll oversee our entire product...

Location

United States , New York

Salary:

225000.00 - 300000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

An experienced leader within the Payments, FX and Liquidity Product Office
Responsible for overseeing product simplification, planning, delivery and execution of our strategic initiatives
Support the development of the Payments, FX and Liquidity product strategy, ensuring Global alignment with Regional relevance
Collaborate with cross-functional teams including sales, technology, operations, risk and compliance to ensure cohesive product delivery, and establish strong relationships with key stakeholders globally
Oversee and track the financial performance of Strategic Investment initiatives across Payments, FX and Liquidity, including delivery scenario analysis
Ensuring all Audit and regulatory commitments are met to the highest standard, with appropriate product level Governance and Control
Develop and maintain internal and external stakeholder relationships, including Corporate and Investment Bank ExFo, third party suppliers and key product clients
Build and lead a high-performing global team, fostering culture of excellence, continuous improvement, and professional growth to achieve strategic objectives and deliver exceptional customer service
Define Product Strategy: Accountable for defining a product strategy that aligns with business vision, managing capabilities, balancing short-term with long-term goals, ensuring that products meet market demands and drive growth
Cross functional alignment: Leadership of cross functional relationships, working with various cross-functional teams to ensure alignment of product strategy and goals

Job Responsibility

Define Product Strategy: Accountable for defining a product strategy that aligns with business vision, managing capabilities, balancing short-term with long-term goals, ensuring that products meet market demands and drive growth
Cross functional alignment: Leadership of cross functional relationships, working with various cross-functional teams to ensure alignment of product strategy and goals
Risk and Control: Accountable for overseeing product risk management, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the product management and control functions
Product Development Lifecycle: Own product development lifecycle, from concept to launch, ensuring efficient processes, on-time delivery, and alignment with E2E customer expectations and experience. – working with product owners to drive change objectives
Deliver Product Goals and Performance: Deliver clear objectives and key outcomes to steer the product vision and ensure alignment with company’s business goals, financial targets, and strategic vision, driving long-term business success
Data driven decisions: Monitor product performance through data-driven analysis and insights, regularly assessing progress against objectives and adjusting the strategies as needed to optimise outcomes and maximise value for both business and customer
Customer-Centric Focus: Drive a customer -first approach across the product vision, ensuring customer insights, feedback, behaviours, and pain points are at the core of the product strategy and decision-making process
Business and financial acumen: Understanding pricing models, costs structures, and ROI to make financially grounded decisions regarding product development

What we offer

Hybrid working
Wellness center equipped with modern amenities, including fitness centres offering a variety of classes and services
Health center provides a range of services, including primary and urgent care, wellness exams, health coaching, and vaccinations
Office features a variety of sophisticated dining options, including a colleague restaurant and a private executive dining room

Fulltime

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Senior Product Manager, Financial Planning & Advice

Job Description

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