COMPANY OVERVIEW:

At Fisher\SMB, we are dedicated to guiding our clients through the complexities of retirement planning with expertise and care. Since our founding, we have specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.

As part of our team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial well sent confidence. We believe in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, Fisher\SMB is the place for you.

JOB SUMMARY:

We are hiring a Technical Product Manager to lead discovery, ideation, and development of product vision and roadmap in the support of new digital products and services in the retirement space and beyond. The role supports the overall goal of delivering solutions that address the unmet needs of owners and employees of small and medium-sized businesses. The ideal candidate applies their strong knowledge of AI systems, their ability to synthesize large data sets, and their strong technical acumen to create solutions that have a meaningful impact on the lives of our customers and will shape the future of our firm.

KEY RESPONSIBILITIES:

Own the strategy, execution, and business impact of user-facing AI, data, and technology solutions

Generate, validate, and prioritize new AI-driven product ideas aligned with our growth strategy and customer needs

Translate business problems into product requirements that leverage data, models, and insights

Partner with engineering, product, and design to deliver scalable, responsible AI solutions

Oversee the use of data to drive product decisions, experimentation, and optimization

Define success metrics, KPIs, and measurement frameworks for AI and analytics products

Identify gaps and opportunities to serve our customer base with AI-first solutions

Champion the use of responsible AI practices, partnering with the AI Committee to ensure solutions are compliant and meet the needs of a highly regulated environment

Collaborate cross-functionally with stakeholders to gather requirements, define user stories, and prioritize the product backlog to ensure alignment with business goals and customer needs.

Engage daily with engineering and design teams to set strategy, clarify requirements, provide feedback, and ensure that product increments are delivered on time and meet quality standards.

Organize and participate in user research sessions and usability testing to gather insights and validate product features, iterating based on feedback.

Lead and participate in agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives to ensure effective team collaboration and continuous improvement.

Partner with internal stakeholders to design, prototype, and test early-stage solutions.
Work with leadership on long-term product roadmap.

QUALIFICATIONS:

5+ years in product management, strategy, or innovation roles leading digital, B2C and/or SAAS initiatives.

Experience delivering products that leverage data, analytics, AI, or machine learning

Familiarity with core AI/ML concepts

Experience working with structured and unstructured data

Ability to evaluate tradeoffs between custom AI solutions and off-the-shelf tools or platforms

Entrepreneurial mindset and comfort with ambiguity.

Knowledge of commonly used product management frameworks.

Strong ability to work with vendors and internal teams, ensuring effective communication with stakeholders for successful project delivery.

Comfortable presenting product strategy and impact to stakeholders across all levels of the organization

Strong cross-functional collaboration and written communication skills.

Strong foundation in customer research, prototyping, and early-stage product development.

Excellent written and verbal communication skills, with the ability to influence senior stakeholders.

Strong analytical thinking and ability to assess product market fit and ROI.

Job level will be set based on the candidate’s strength and experience

EMPLOYEE BENEFITS:

At Fisher\SMB™, we are dedicated to the health, well-being, and future of our employees. We offer a competitive and comprehensive benefits package, including:

Health Insurance: Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network.
Retirement Savings: Our retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences.
Additional Insurance: Company-sponsored life, AD&D, short-term, and long-term disability insurance to provide peace of mind.
Employee Assistance Program (EAP): Confidential counseling and wellness support to help employees navigate life’s challenges.
Concierge Health Support: Access to "Ask Bennie," a dedicated healthcare concierge team to answer questions and provide guidance on health benefits.
Employee Perks and Discounts: Exclusive discounts on a range of services and products.

Join us at Fisher\SMB™ and experience a supportive environment that values your well-being, growth, and work-life balance.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Fisher\SMB is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, pregnancy, marital status, or any other protected characteristic as outlined by federal, state, or local laws.

All employment decisions at Fisher\SMB are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process.

DISCLAIMER:

This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of Fisher\SMB.

FisherSMB

Technical Product Manager

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FisherSMB

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