Senior Product Manager, Enterprise SaaS — Hybrid NYC + Equity

Wealth.com; San Francisco (CA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work NYC

Excellent medical, dental, vision

Company equity

401k with match

Paid parental leave

Flexible PTO

Job summary

Wealth.com is seeking a Senior Product Manager to own core SaaS platform initiatives and bridge complex financial workflows with enterprise feedback. You will work on front-line engagements with financial advisors, enterprise leadership, and legal end-users to turn friction points into scalable product solutions.

The role emphasizes customer discovery, beta programs, and live demonstrations, with collaboration across engineering, design, and legal teams.

Qualifications

• 4-6+ years of product management experience in SaaS/enterprise settings.
• Deep customer-facing experience with enterprise clients and advisory boards.
• Ability to translate complex workflows into actionable requirements.

Responsibilities

• Direct Customer Discovery & Advisory: lead discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff to uncover friction points and validate platform workflows.
• Customer Advisory Boards & Beta Management: run beta testing programs and advisory loops for major feature releases with key accounts to evaluate workflow efficiency and adoption.
• Customer-Facing Evangelism & Demos: join client meetings, present roadmaps, lead live capability demos, and represent the product voice to external stakeholders.
• Cross-Functional Collaboration: work with engineering, product design, and legal domain experts to translate feedback into functional specs and intuitive experiences.
• Market & Competitive Intelligence: analyze market shifts and regulatory trends to position Wealth.com as a leader in estate planning technology.
• Product Evangelism: align leadership, sales, marketing, and enterprise partners around product surfaces.

Skills

Customer discovery

Product strategy

Platform architecture

Data-informed decisions

Cross-functional collaboration

Education

Bachelor's degree

Job description

Wealth.com is seeking a Senior Product Manager to own core SaaS platform initiatives and bridge complex financial workflows with enterprise feedback. You will work on front-line engagements with financial advisors, enterprise leadership, and legal end-users to turn friction points into scalable product solutions.

The role emphasizes customer discovery, beta programs, and live demonstrations, with collaboration across engineering, design, and legal teams.