Senior Product Manager - Estate Planning

As a Senior Product Manager, you will lead the development and evolution of an innovative AI-powered estate planning solution designed to simplify how families protect and transfer their wealth.
You will own the product roadmap, driving initiatives from discovery and strategy through development, delivery, and continuous improvement.
Working closely with engineering, design, data, legal, and estate planning professionals, you will transform complex business processes into scalable digital solutions.
You will play a key role in ensuring AI capabilities deliver accurate, reliable, and compliant outcomes while maintaining the right balance between automation and human expertise.
Your work will improve operational efficiency, enhance workflow transparency, and create a more connected experience for clients and financial professionals.
This high-visibility position offers direct executive sponsorship, meaningful decision-making authority, and the opportunity to shape the future of technology-enabled estate planning.
The role is fully remote within the United States, with collaboration across multidisciplinary teams and external development partners.

• At least 5 years of professional experience in product management, with a proven track record of delivering products that generate measurable business results.

• Demonstrated experience implementing AI-powered solutions in production environments to address real business challenges.

• Experience delivering products in highly regulated, compliance-sensitive, or accuracy-critical environments, with an understanding of the risks associated with incorrect outputs.

• Proven ability to lead cross-functional product teams involving engineering, design, and data professionals, as well as manage external development partners.

• Strong ability to translate complex, multi-step business processes into clear product requirements, specifications, and actionable development plans.

• Hands-on experience with Large Language Model (LLM) evaluation, including building evaluation datasets, assessing AI performance, and using results to improve product functionality.

• Strong understanding of human-in-the-loop product design, balancing automation with appropriate human oversight and intervention.

• Excellent data literacy, including the ability to define performance metrics, interpret dashboards, conduct independent analysis, and make evidence-based product decisions.

• Exceptional communication and stakeholder management skills, with the ability to collaborate effectively with technical teams and build credibility with business professionals, strategists, and attorneys.

• Strong prioritization and decision-making abilities, combined with a proactive, results-oriented approach and a commitment to maintaining high quality standards.

• Comfortable working in ambiguous, evolving environments and adapting product strategies within an active business operation.

• A client-focused mindset, with the ability to understand the needs of clients, financial advisors, and estate planning professionals and translate them into effective product solutions.

• Experience in estate planning, legal services, trust administration, or wealth management is an advantage but is not required.

• Availability to work standard business hours, Monday through Friday, generally between 8:00 AM and 5:00 PM, with occasional flexibility for early or late meetings when business needs require.