Senior Product Manager, Wealth.com
$175-205k
Offers equity & performance-based incentives
More information about location
Estate planning technology
Open for applications
Estate planning technology
101-200 employees
Open for applications
$175-205k
Offers equity & performance-based incentives
More information about location
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
- Experience: 5+ years of Product Management or Product Ownership experience, preferably in Fintech, SaaS, or a high-growth startup environment
- Product Discovery Mastery: Deep experience with customer-driven innovation, including running hypothesis-driven experiments and conducting user interviews to validate solutions before building
- Analytical Mindset: You don’t just read data; you interpret it. You have a strong ability to draw meaningful insights from metrics to inform prioritization and strategy
- AI & Data Fluency: Experience or strong interest in AI/ML applications; you understand how to leverage data to create personalized user experiences
- Strategic Execution: Proven ability to transform ambiguous business requirements and market needs into clear, actionable user stories and a cohesive product strategy
- Communication & Influence: Exceptional written and verbal communication skills, with the ability to articulate the "why" behind decisions to engineers, designers, and executives alike
- Adaptability: Experience thriving in fast-paced, unstructured environments. You are comfortable navigating ambiguity and have a strong sense of self-ownership
- Collaboration: A natural ability to build rapport and drive close partnerships across Design, Engineering, and GTM teams
- Founder Mentality: You are proactive, resourceful, and results-oriented. You treat the product as if it were your own business
What the job involves
- We are seeking a Senior Product Owner to join our growing product team
- You’ll play a critical role in ideating, validating, and bringing to life advanced planning solutions for financial advisors
- You’ll work cross-functionally with design, engineering, and our go-to-market teams to develop world-class products
- Drive Product Strategy: Own the end-to-end product lifecycle for key areas of the Wealth.com platform, translating high-level business goals into a prioritized roadmap and actionable product strategy
- Backlog Management & Execution: Translate complex requirements into clear user stories, acceptance criteria, and technical specifications. You will maintain a healthy backlog and ensure engineering and design teams have what they need to execute efficiently
- Champion the Customer: Lead hypothesis-driven experimentation and conduct user interviews with financial advisors and clients to validate pain points and uncover new opportunities for innovation
- Cross-Functional Leadership: Serve as the connective tissue between Engineering, Design, and Go-to-Market teams. You will facilitate agile ceremonies and ensure smooth product launches that drive adoption
- Data-Driven Decision Making: Define success metrics (KPIs) for your product areas. Analyze usage data and market trends to iterate on features and maximize value for our users
- Leverage AI & Innovation: Work closely with technical teams to identify opportunities to integrate Wealth.com’s proprietary AI capabilities into advisor workflows, enhancing efficiency and holistic planning
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. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
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 HQ
Camelback East Village, Phoenix, AZ
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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