About the role

  • Product Manager developing strategic vision for innovative estate planning platform serving wealth management firms. Leading product development and user experience to capture market needs.

Responsibilities

  • 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.

Requirements

  • 8+ years of product, project management or an equivalent experience.
  • 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.

Benefits

  • Competitive salary.
  • Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
  • Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
  • 100% company-paid basic life insurance, short-term and long-term disability insurance.
  • 100% paid parental leave upon eligibility.
  • Company equity managed through Carta.
  • 401k with match and 100% vesting upon hire.
  • Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
  • Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Job title

Product Manager

Job type

Experience level

SeniorLead

Salary

$150,000 - $180,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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