CrawlJobs Logo

Senior Product Manager, Financial Planning & Advice

acorns.com Logo

Acorns

Location Icon

Location:
United States

Category Icon
Category:
IT - Software Development

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

185000.00 - 200000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

Acorns is seeking a Senior Product Manager to architect an AI-first financial planning experience. In this role, you will build a hybrid solution where cutting-edge AI, elegant digital interfaces, and human-centric advice converge. You will own the strategy for delivering personalized, proactive, and compliant guidance at scale, ensuring every customer has a clear path to financial wellness.

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

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
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

Additional Information:

Job Posted:
February 04, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Icon
Acorns - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Senior Product Manager, Financial Planning & Advice

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
  • Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
  • Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
  • A careful approach to identifying and managing risk, while maintaining high standards of compliance
Job Responsibility
Job Responsibility
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
What we offer
What we offer
  • Hybrid working
  • modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
  • supportive and inclusive culture and environment
  • Fulltime
Read More
Arrow Right

Aqd corporate reporting advisory senior manager

This is an opportunity for a talented, high performing and ambitious Senior Mana...
Location
Location
United Kingdom , London; Greater Manchester; Leeds; Birmingham; Reading
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ACA/ICAS qualified or overseas equivalent
  • Senior Manager in a technical team or have other relevant experience in technical financial reporting
  • Strong working knowledge of IFRSs, UK GAAP, and the Companies Act
  • Sector specialism for financial services, particularly Banking and Alternative Finance, Fintech or Insurance
  • Knowledge of content requirements for the annual report of a company listed on either the Main Market or the AIM market of the London Stock Exchange
  • Knowledge of the wider financial reporting environment, including future developments in law, regulation and emerging areas
  • Practical experience of performing technical reviews of annual reports of listed companies
  • Proven ability to apply technical knowledge to complex financial reporting issues and provide practical and supportable solutions
  • Strong oral and written communication skills, and an ability to adapt as appropriate to the scenario
  • Ability to create productive relationships across the firm and network and to influence other senior professionals
Job Responsibility
Job Responsibility
  • Work with Managers, Senior Managers, Directors and Partners within both AQD, the Audit Stream and across the wider firm
  • Maintain and encourage an open and constructive environment in which to provide technical accounting support and advice
  • Bring pre-existing financial services specialist technical accounting knowledge and experience to the CRT team and contribute to all output areas
  • Provide support and supervision to the more junior team members
  • Technical review of a personal portfolio of annual reports of publicly traded and other higher risk companies
  • Providing clear and practical solutions to the most complex technical financial reporting queries, and act as a consultant for the more junior members of the team in your specialist area
  • Preparing and presenting financial reporting training, updates and seminars both internally and externally
  • Helping to develop financial reporting tools and guidance for application by the firm’s partners and staff
  • Writing articles and other publications on financial reporting matters for internal and external communications
  • Assisting with the preparation of draft responses to external consultations in relation to legal, regulatory and financial reporting matters
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan with matched employer contributions
  • Private medical access for you and your family
  • Income protection plan
  • Holiday purchase scheme (up to 10 additional days)
  • Bike to work scheme
  • Agile working
  • Wellbeing programmes
  • Career development programmes
  • Mentoring and coaching
Read More
Arrow Right

Senior Vice President Financial Solutions

The Fin Solutions Group Manager is accountable for management of complex/critica...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 14+ years of relevant experience, within the financial services industry highly preferred
  • comprehensive knowledge of multiple areas within a function and how they interact
  • communication and diplomacy skills
  • experience managing competing priorities in a complex and dynamic environment
  • self-motivated with the ability to make decisions in the absence of detailed instructions
  • proficient Microsoft Office skills
  • in-depth knowledge of banking products/systems highly preferred
  • CPA preferred
  • Bachelors degree, potentially Masters degree
Job Responsibility
Job Responsibility
  • Contributes to the design, roll-out and governance of financial solutions
  • participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • assists in setting business and information architecture standards for Finance
  • plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
  • participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
  • manages complex/critical/large professional disciplinary areas
  • leads and directs a team of professionals
  • applies in-depth knowledge of the business impact of process design and technical contributions
  • accountable for delivery of a full range of services to one or more businesses/geographic regions
  • regularly interacts with peers within the firm and externally, including regulators and professional organizations
What we offer
What we offer
  • Global benefits
  • best-in-class benefits
  • employees first
  • well-being, living well, and saving well
  • Fulltime
Read More
Arrow Right

Deputy Chief Audit Executive and Senior Audit Manager, Germany and Austria

The Deputy Chief Audit Executive / Senior Audit Manager for the Citigroup Global...
Location
Location
Germany , Frankfurt am Main
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Suitable Internal Audit experience, preferably including the German and/or European market and regulatory environment
  • International experience within highly respected, diversified and complex institutions
  • Knowledge of MaRisk and a degree of familiarity with the financial sector regulations
  • Proficient in Risk and Control analysis and audit concepts, governance, the design and operation of risk management and control frameworks in leading international organisations
  • Demonstrable product knowledge with a broad experience of the management of regulatory requirements and associated regulatory interaction
  • Ability to quickly comprehend the full risk implications of complex issues, escalate to the appropriate level and provide advice and pragmatic commercial solutions
  • Strong leadership skills including a track record of identifying and developing world class talent
  • Experience in leading and in influencing direct teams together with resources that sit within the other IA products and function areas
  • Executive presence and expert in building and maintaining strong open relationships with senior stakeholders, effective negotiation skills, strong communication, presentation and relationship management skills being able to exert influence and providing credible challenge in a constructive manner
  • Outstanding performer, open minded, resilient, agile, energetic, self-starter, articulate and empathetic whilst being confident to deliver opinions to bring about positive outcomes
Job Responsibility
Job Responsibility
  • Supports the CAE for the coordination and delivery of high-quality, value-add multiple concurrent risk-based audit plans on time and to specification together with the assurance for the legal vehicles in Germany (CGME & CBNAF) and Austria
  • Ensuring that the delivery of audit reports are complete, insightful, timely, error free and concise
  • Confirms timely delivery of high-quality comprehensive regulatory and internal audit issue validation and where determined appropriate issue validation on other remediation actions
  • Reports to the Management and the Supervisory Board on assurance delivered and provide insights
  • Responsible for assisting with the Governance and Oversight requirements related to Germany and Austria, working with the CAE to maximise the efficiency and effectiveness of IA resources
  • Taking into account emerging and established risks
  • industry best practises and external frameworks
  • legal entity and country-level regulatory requirements and an end-to-end view of the risks and controls that cross business functions, ensuring that the IA activity in Germany and Austria is sufficient and relevant to delivering timely assurance
  • Supports proactive engagement with senior leadership and teams across the Franchise and wider Citi to provide credible challenge and positively influence Citi’s culture, ethical conduct, governance, risk management and control frameworks
  • Develop and maintain strong working relationships with teams both within the Franchise and the IA Banking, International & Client (BIC) team, as well as across IA Product and Functions teams globally
  • Fulltime
Read More
Arrow Right

Financial Services Audit Manager - Insurance

Providing Audit assistance and expertise that makes an impact. We work with the ...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
  • Act as a major point of contact within the firm for the audited entity, together with the Partner
  • Build and maintain strong relationships with stakeholders at senior levels, to develop a strong commercial understanding of the audited entity
  • Identify and recognise business and sales opportunities 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
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays
  • Bike to work scheme
Read More
Arrow Right

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...
Location
Location
Denmark , Copenhagen
Salary
Salary:
Not provided
quintet.com Logo
Quintet Private Bank
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
  • Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
  • In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
  • In depth knowledge of the of Danish corporate structures and succession planning opportunities
  • Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
  • Knowledge in civil law (matrimonial regimes, succession law, etc.)
  • Proficient use of MS Office
  • Danish and English (fluent / advanced)
Job Responsibility
Job Responsibility
  • Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
  • Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
  • Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
  • Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
  • Provide assistance to compliance and lending departments on the onboarding process of complex cases
  • Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
  • Provide technical trainings to the client advisors in the Nordics
  • Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
  • Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
  • Participate in marketing and commercial events
Read More
Arrow Right

Senior Valuation Analyst

The role involves analyzing financials, tax returns, and other operational data ...
Location
Location
United States , Dallas
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrated experience in the detail-oriented Services industry
  • Must hold the position of Senior Valuation Analyst
  • Proficiency in business systems for efficient workflow management
  • Experience with Confluence for effective team collaboration
  • Working knowledge of Customer Relationship Management (CRM) tools
  • Familiarity with Crystal Reports for generating dynamic business reports
  • Ability to apply data mining techniques for business intelligence
  • Experience with About Time for accurate project time tracking
  • Understanding of various accounting functions, including bookkeeping and financial reporting
  • Auditing skills to ensure compliance with financial regulations and standards
Job Responsibility
Job Responsibility
  • Engage in regular communication with clients to collect pertinent financial details
  • Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data
  • Detect patterns and irregularities while reviewing financial data
  • Develop novel strategies for generating deliverables that answer client queries
  • Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis
  • Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products
  • Participate in ad-hoc projects with the team as required
  • Manage client inquiries and questions in a prompt and detail-oriented manner
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
  • Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
  • Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
  • A careful approach to identifying and managing risk, while maintaining high standards of compliance
Job Responsibility
Job Responsibility
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
What we offer
What we offer
  • Hybrid working
  • Supportive and inclusive culture and environment
  • Flexible working arrangements
  • Structured approach to hybrid working with fixed 'anchor' days
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy