Product Analyst

New York, New York
Altfest

FP Alpha is the first, AI-driven, comprehensive Financial Planning solution that enables Financial Advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 17 disciplines, all while remaining complementary to current retirement planning software.

Responsibilities

• Responsible for assisting with product(s) roadmap, prioritization of activities, and determining scope and effort with the development team. Serve as one of the leaders of a cross-functional team of developers, UX designers, and stakeholders in Customer Success, Sales, and Marketing
• Develop and maintain a strong knowledge of the product, applying problem solving skills to address critical and complex issues to ensure the product evolves in light with the organizational strategy
• Inspire and work closely with the team to prioritize new product features based on market requirements, available resources, and product release cycle timelines
• Detailed understanding of functional capabilities and limitations, and user scenarios
• Responsible for the ongoing tracking of product performance, user engagement, and outcomes measurement
• Continuously strive to identify opportunities to expand and enhance the product base and vision
• Ensure that customers are successfully using the FP Alpha application by understanding their business objectives and recommending strategies to achieve those goals.
• Collaborate with clients to understand their business and end-customer needs, and then constantly deliver value with fast release and feedback cycles.

Skills/Experience

• CFP® or significant financial planning knowledge in multiple disciplines, including but not limited to: estate, insurance and tax planning
• 1 – 3 years’ experience in a product management role, including predominantly SaaS product experience in more recent years
• Successful track record in building B2B, SaaS products within innovative, growth-oriented companies
• Problem-solving aptitude & excellent communication skills

Salary/Benefits

• Compensation includes salary and incentive. Salary is competitive and based on experience and industry standards.
• Generous benefits include: Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA, Traditional and Roth 401(k), up to $400 for gym reimbursement and more.

For immediate consideration, please email your resume and cover letter to:

FP Alpha is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

ABOUT FP ALPHA

Launched in 2020, FP Alpha is an AI-driven user-friendly comprehensive financial planning solution that helps Financial Advisors identify actionable opportunities for clients, in a scalable, intelligent, and cost-efficient manner.

Founded by Financial Planner and industry leader, Andrew Altfest, CFP®, MBA, FP Alpha was designed to integrate seamlessly into the many stages of the financial planning process and is complement the Advisor’s current Financial Planning software, starting where they stop. Our innovative technology reduces the burden of time-consuming manual tasks and frees financial advisors to focus on human interaction, cover more ground quickly, and demonstrate their value beyond investment management.

Andrew Altfest, MBA, CFP® is President of Altfest Personal Wealth Management, a pioneer in the fee-only Wealth Management movement. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory. Andrew has organized different practice groups focused on client segments, launched private equity solutions, and directed the firm’s Young Professionals group. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios.

Andrew was named a “Best-In-State Wealth Advisor” by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019.