Head of Financial Services, Ratings & Data (Remote)

Forbes Advisor•Wilmington, DE
•Remote

About The Position

The Head of Financial Services Ratings & Data leads the strategic vision for Forbes Advisor’s Financial Services methodologies and data products. The role defines, collects, and assesses data across financial services verticals, including credit cards, banking, loans, investing, debt relief, and taxes. It turns 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 position, serving as a subject-matter expert and shaping how financial services rankings and data products operate and evolve.

Requirements

  • At least 5 years of experience in financial products, services, fintech, operations, consulting, analytics, product management, or a related field.
  • 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 Haves

  • Experience at a review site, marketplace, ratings organization, fintech, financial services company, or financial data provider.
  • Familiarity with model governance, validation, quality assurance, or audit processes for scoring or 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.

Responsibilities

  • Own the Financial Services rating strategy across areas such as banking, credit cards, loans, investing, taxes, debt, and related personal finance topics.
  • Define clear, defensible evaluation frameworks that reflect user needs, 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, and partner with testing, data, and research teams to ensure evidence quality.
  • Establish quality standards for financial services rating systems and scoring models.
  • Serve as the internal subject-matter expert on financial services market dynamics, rating system design, and data quality.
  • Partner with editorial, SEO, product, testing, and data teams to translate ratings into credible rankings and scalable data products.
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