Product Owner, Wealth.com
$125-145k
+ Stock Options
Best-in-class estate planning technology
Open for applications
Best-in-class estate planning technology
101-200 employees
Open for applications
$125-145k
+ Stock Options
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- 5+ years of product, project management or an equivalent experience
- High energy, self-starter with a bias for action
- Strong ability to analyze, interpret, and draw meaningful insights from data
- Deep experience with customer-driven innovation and hypothesis-driven experimentation and user interview testing
- Clear and concise written and verbal communication skills
- Ability to gather and transform business requirements and market needs into a successful product strategy
- Experience working in a fast paced, unstructured environment with a strong sense of self-ownership and accountability
- Experience building rapport with team members to help drive close partnership and collaboration cross-functionally
- Reputation as a customer-obsessed product owner
- A “Founder” mentality - proactive, passionate, resourceful, and results-oriented
- Bachelor’s degree or relevant years of experience
What the job involves
- As a Product Manager, this individual will have the unique opportunity to develop Wealth's strategic vision to capture users' needs in a largely untouched market
- As a leader within the Product Team, this individual will have ownership to drive deliverables for our key milestones and product launches and is well-positioned to collaborate across divisions to connect our business goals with consumer demand
- Drive product development and strategy, including analysis of competitive landscape to inform Wealth's short and long-term impact
- Scope and prioritize solutions and features based on business needs and Wealth member impact
- Translate product strategy into detailed requirements and prototypes
- Partner closely with engineering teams to deliver with quick time-to-market results and optimized resources
- Gain a deep understanding of the user experience, identify and fill product gaps, and generate new ideas to improve the user experience and drive adoption of the platform
- Drive product launches in partnership with leadership and the marketing team
- Represent the company with users and potential users, soliciting feedback on products and services, including user interviews and testing
- Create buy-in for the product vision both internally and with key external partners
- Act as a product evangelist to build awareness and understanding of our platform and differentiating value proposition
- Strong problem solving skills and willingness to tackle problems individually and collaboratively to get to the best outcome
- Passion for using data, metrics and analysis to inform product development and adoption
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid Parental Leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company values
- Inspired to innovate - We’re inspired to build innovative products to make a difference in people’s lives. We believe in the power of curiosity and technology to achieve our mission
- Seek progress not perfection - We don’t let perfect be the enemy of good. We zag forward when presented with obstacles and find creative solutions to problems
- Compassionate honesty - We put the skunk on the table. We are direct and honest while being caring and supportive—we push each other without stepping over one another
- Accountability matters - We think like owners and take responsibility for our actions. Mistakes are OK but we pivot and move forward
- We win together - Our success comes from celebrating each person’s individuality while learning from our diverse backgrounds and experiences
Company HQ
Camelback East Village, Phoenix, AZ
Articles
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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