LearnVest is redefining the American approach to personal finance. Our planners leverage financial technology to create simple, affordable, realistic plans for anyone who wants to feel confident about their money and optimistic about the future.

Since launching in 2010, LearnVest has been one of the premier financial technology companies in the country, helping thousands of people make progress on their financial goals. LearnVest was acquired by Northwestern Mutual in 2015 and is now scaling its technology and personal finance approach to help millions of people across both the LearnVest and Northwestern Mutual brands.
Description:
LearnVest is looking for a Sr. Product Manager to join our NYC based financial advice algorithm team. We are on a mission to re-imagine financial planning and it all starts with the software that our planners use everyday to deliver advice that moves clients to action.

The role requires an strong eye for attention to detail, deep understanding of complex algorithms, expertise with personal finance and/or a deep analytical approach to innovation & problem solving. You’ll be on the front lines to deliver on our patented financial advice and will have an opportunity to impact the core IP of the company.

What You’ll Do:

• Work cross functionally with advice strategy, other product managers, engineers, and designers to build requirements (user stories and acceptance criteria)
• Build use cases and user stories around the product and communicate them effectively
• Manage technical integrations with related advice systems (e.g. insurance illustrations, investment proposals)
• Know the advice industry, drive research with advice strategy team to make sure our roadmap aligns with the most important challenges
• Inform product decisions with quantitative data and experimentation

What You Have:

• Algorithmic Product Management experience - driven product development for 5+ years with cross functional teams, you know how to write effective product specs and drive projects to completion. You should have a background in Wall Street/complex algorithm, search algos, or ad tech algos, etc.
• Product intuition - strong instincts about what makes a great product. We follow the simple is better approach.
• Technical chops - don’t need to code, but should be able to gauge what technologies work best for the job, what’s easy or difficult to implement, degree in Computer Science or a related field is required. Tech experience on web applications required. HTML, JavaScript, databases, UI frameworks. Technical experience using tools like JIRA to manage engineering scrum backlog helpful.
• Financial planning software experience - if you’ve used other software or happen to even be a CFP it’s a plus
• Data driven - You know how to leverage data to make good decisions when confronted by ambiguity. You may not have all the answers upfront but you know how to find them

Highly effective communication skills - presenting to large groups, convincing people to run towards goals, and managing multiple stakeholders.