Role OverviewWe're looking for a senior personal finance expert to lead how we define, collect and assess data within Forbes Advisor's Financial Services verticals. As Head of Financial Services Ratings & Data, you'll own the strategic vision for Forbes Advisor's Financial Services methodologies and data products, which includes credit cards, banking, loans, investing, debt relief, taxes and more.
You'll work cross-functionally to turn complex financial products, operational workflows, regulations and customer needs into clear, defensible scoring frameworks and structured datasets.
This is a hands-on strategy and leadership role: part SME, part architect of how our financial services rankings and data products work and evolve.
Responsibilities:- Own Financial Services rating strategy across a variety of financial services, which may include banking, credit cards, loans, investing, taxes, debt or other related personal finance topics.
- Define clear, defensible evaluation frameworks that reflect the needs of financial services users, market realities and update cadence.
- Shape proprietary financial services metrics and structured datasets for rankings, editorial use and potential data products.
- Define research and data collection requirements; partner with testing, data and research teams to ensure evidence quality.
- Establish quality standards for financial services ratings systems and scoring models
- Serve as the internal SME for financial services market dynamics, ratings systems design and data quality.
- Partner with editorial, SEO, product, testing and data teams to translate ratings into credible rankings and scalable data products.
Requirements:- 5+ years of experience in financial products, services, fintech, operations, consulting, analytics, product management or related fields.
- Deep understanding of how readers evaluate, buy and use financial products or services.
- Experience building or overseeing analytical frameworks, rating systems, benchmarking programs, structured evaluations or data products.
- Strong ability to translate complex financial concepts into clear guidance for non-experts.
- Proven ability to influence cross-functional stakeholders and guide work across editorial, product, commercial, analytics, research or testing teams.
Nice-to-Have:- Experience at a review site, marketplace, ratings organization, fintech, financial services company or financial data provider.
- Familiarity with model governance, validation, QA or audit processes for scoring/rating systems.
- Experience using testing, surveys, secret shopping, customer research or market research in methodology or decision-making frameworks.
- Exposure to proprietary datasets, scoring engines, commercial data products or large-scale comparative product evaluations.
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