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Head of Product

CFP Board of Standards Inc.

Head of Product
Confidential consumer fintech | Full-time | Remote, US

What we are building
An AI that runs your money. It watches every connected account, speaks first when something matters, and then does the work on your behalf, from catching problems and finding opportunities to moving money inside guardrails you set. We are pre-launch and funded.

The role
You own what the product notices, what it says, what it is allowed to do, and when it has earned the right to act without asking. You are also the planner inside the machine: you make sure it reasons about money the way a great planner would, on every decision, for millions of people who will never sit across a desk from one. You report to the founder and sit on the leadership team from day one.

What you will do

  • Own the roadmap from a read-only launch through actions and money movement.
  • Set the rules of engagement: when the product speaks, when it stays quiet, what it may do on its own, and what always needs a human.
  • Turn planning judgment into rules and tests that grade every insight and action before it ships.
  • Hold the line between insight and advice with counsel and our compliance partner, and lead adviser registration when investment guidance comes.
  • Build and lead the product team.

What you bring

  • Active CFP® certification.
  • Time at an app-based planning or advice company, in a role that shaped the product.
  • Shipped consumer software as the product owner.
  • Shipped or defined a feature where a language model writes to, or acts for, customers.
  • Led people.
  • US-based, authorized to work in the US without sponsorship.
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Vacancy posted 3 hours ago
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