Back to jobs

Innovation Product Manager

Plano, TX

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 an Innovation Product Manager to lead discovery, ideation, and development of new digital products and services in the retirement space and beyond. This role will focus on identifying unmet needs among owners and affluent employees of small and medium-sized businesses, researching market trends, evaluating new technologies, and designing forward-thinking solutions.

You will help shape the future of our firm by bringing structure to innovation—working cross-functionally to test new ideas, pilot solutions, and prepare successful concepts for broader rollout. You will collaborate with marketing, sales, operations, and client service to deliver practical solutions.

Key Responsibilities

  • Research emerging trends, client needs and competitor innovations in the retirement, wealth, and benefits space.
  • Identify gaps and opportunities to serve our customer base with user-centered digital solutions
  • Generate, validate, and prioritize new product ideas aligned with our growth strategy.
  • As the voice of the customer, lead full product development work across discovery, strategy, execution, and product launch
  • 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.
  • Lead small-scale pilots to assess product-market fit, feasibility, and ROI.
  • Work with leadership on long-term product roadmap.

Qualifications

  • 5+ years in product management, strategy, or innovation roles leading digital, B2C initiatives.
  • Entrepreneurial mindset and comfort with ambiguity.
  • Knowledge of commonly used product management frameworks.
  • Familiarity or willingness to lead AI-first initiatives from concept through deployment
  • Leverage AI tools to prototype and validate product concepts and workflows
  • 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.

 

Create a Job Alert

Interested in building your career at Fisher\SMB™? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Select...
Select...

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Fisher\SMB™’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.