Role Overview
We'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.
Forbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance so they can make informed decisions they feel confident in and get back to doing the things they care about most.
We are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Forbes Advisor boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich industry knowledge to Forbes Advisor's global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel.