AI Product Manager, Wealth.com
$180-210k
+ Equity
Estate planning technology
Job no longer available
Estate planning technology
101-200 employees
Job no longer available
$180-210k
+ Equity
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
- 8+ years of product, project management or an equivalent experience, with a proven track record of leading AI/ML products from concept to scale
- Deep Technical Fluency: You understand the end-to-end AI lifecycle, starting from intelligent data ingestion (OCR/Document AI) through to LLM orchestration. You are proficient in multimodal RAG (incorporating scanned PDFs and images), prompt engineering, and model fine-tuning. You can lead technical discussions with AI researchers on optimizing extraction accuracy and model evaluation
- Experience working in a fast paced, unstructured environment with a strong sense of self-ownership and accountability
- 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
- Ability to gather and transform business requirements and market needs into a successful product strategy
- A “Founder” mentality - proactive, passionate, resourceful, and results-oriented
- Bachelor’s degree or relevant years of experience
What the job involves
- Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world
- At the heart of our innovation is Ester®, the most powerful AI ever deployed in estate planning
- Ester is a proprietary AI engine that reads, extracts, and summarizes complex legal documents—turning hundreds of pages of legalese into actionable data and elegant visualizations
- We are looking for a Product Manager, AI to drive the product strategy and execution for our AI product, Ester
- This is a high-impact leadership role where you will own the vision for how AI transforms the estate planning journey—from document ingestion and legal data extraction to agentic workflows and client-facing insights
- As the PM for Ester, you will bridge the gap between cutting-edge LLM research and real-world legal complexity
- You will work at the intersection of applied AI and legal expertise to build the "intelligence layer" that powers the entire Wealth.com ecosystem
- 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. 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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