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Wealth.com is a leading advanced planning platform trusted by major global financial institutions. The company combines proprietary AI with deep technical expertise to serve wealth management clients across the spectrum. Wealth.com has won multiple industry awards including Top Estate Planning Technology (2025 WealthManagement.com Industry Awards), Best Technology Provider in the Trust category (2024), and #1 in estate planning market share (2025 Kitces AdvisorTech Study). The company is certified as a Great Place to Work for 2025.
You will serve as a core product leader across the platform ecosystem in a high-impact, customer-facing role. You will own end-to-end strategy, roadmap, and execution for key parts of the Wealth.com experience, bridging complex financial and legal workflows, core platform architecture, and direct enterprise advisory feedback.
Key responsibilities include:
- Leading ongoing customer discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff to uncover friction points and validate platform workflows
- Establishing and running beta testing programs and customer advisory loops for major feature releases
- Partnering with Customer Success, Sales, and Solutions Engineering to join key client meetings, present product roadmaps, lead live capability demos, and serve as the product voice to external stakeholders
- Driving multi-quarter product strategy and execution across your domain, prioritizing solutions that deliver outsized value for advisors while balancing technical feasibility, business needs, and platform scalability
- Working closely with engineering, product design, and legal domain experts to translate customer feedback into functional requirements, system architectures, and user experiences
- Analyzing market shifts, regulatory trends, and user adoption data to position Wealth.com as the leader in estate planning technology
- Serving as an internal and external champion for your product surface, aligning executive leadership, sales, marketing, and enterprise partners
Requirements:
- 10+ years of product management experience (or equivalent founder/technical leadership experience), with a proven track record of scaling core SaaS platform products from zero-to-one and beyond in high-growth environments
- Demonstrated background leading user discovery sessions, participating in enterprise client conversations, running customer advisory boards, and managing co-development cycles with external partners
- Strong experience defining end-to-end product requirements, managing complex system integrations, and partnering with engineering teams to build resilient, scalable enterprise software
- Ability to translate complex platform infrastructure and domain logic into clear, ROI-focused language for non-technical advisory clients, while translating messy customer requests into structured technical specs
- Thrives in high-growth, fast-evolving environments with high autonomy, extreme ownership, and a bias toward action
- Proven ability to marry qualitative customer feedback with quantitative usage metrics, funnel analytics, and business outcomes
- Highly proactive, resourceful, and passionate about solving unaddressed, complex real-world problems
- Bachelor's degree in Business, Computer Science, Engineering, or a related field (or equivalent practical experience)
