Senior Product Manager - Estate Planning

Jobgether; United States; Remote; USD 136,000 - 160,000; Full time

Benefits offered by this job

Remote work within the US

Executive sponsorship

AI-driven product development

Comprehensive benefits

Job summary

Jobgether, on behalf of a partner company, seeks a Senior Product Manager for an AI-powered estate planning platform in the United States. You will own the product roadmap, drive initiatives from discovery through delivery, and translate complex workflows into scalable digital solutions in collaboration with engineering, design, data, legal, and estate planning professionals.

This is a high-visibility, strategic leadership role.

Qualifications

• 5+ years of product management experience delivering measurable results.
• Experience implementing AI-powered solutions in production.
• Experience in regulated/compliance-sensitive environments.
• Ability to lead cross-functional teams and manage external partners.
• Translate complex processes into clear requirements and development plans.
• Hands-on with LLM evaluation and AI performance assessment.
• Understanding of human-in-the-loop design.
• Strong data literacy and analytics to guide decisions.
• Excellent communication and stakeholder management.
• Client-focused mindset translating needs into solutions.

Responsibilities

• Own and drive the estate planning product roadmap.
• Define priorities, scope, sequencing, and delivery trade-offs.
• Establish measurable success criteria and KPIs.
• Lead product squad activities and continuous improvement.
• Identify opportunities to leverage AI to improve workflows.
• Determine automation vs human expertise needs.
• Own AI QA and evaluation processes before deployment.
• Partner with Security, Compliance, and Legal teams.
• Improve workflow visibility with appropriate tools.
• Ensure role-based access and visibility across user types.
• Leverage enterprise platforms for integrated solutions.
• Manage external development partners and risks.
• Maintain accountability for delivery and quality.
• Collaborate with leadership to align decisions with business goals.

Skills

Product management

AI in production

Cross-functional leadership

Stakeholder management

Data analysis

Requirements engineering

LLM evaluation

Human-in-the-loop design

Regulatory awareness

Estate planning domain

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Manager – Estate Planning based in the United States.

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.

Accountabilities

• Own and drive the estate planning product roadmap, overseeing the complete journey from initial information gathering and discovery to document execution and ongoing plan updates.
• Define product priorities, scope, sequencing, and delivery trade-offs, ensuring development efforts remain focused on the highest-value business outcomes.
• Establish measurable success criteria and performance indicators, including reducing the time required to move from initial intake to signed estate planning documents.
• Lead product squad activities, including planning sessions, demonstrations, retrospectives, and continuous improvement initiatives.
• Identify opportunities to leverage artificial intelligence to improve the speed, clarity, accuracy, and efficiency of estate planning workflows.
• Determine which processes should be automated and where human expertise from strategists, attorneys, and paralegals remains essential.
• Own AI quality assurance and evaluation processes, developing benchmarks and assessing the accuracy and reliability of AI capabilities before deployment.
• Partner with Security, Compliance, and Legal teams to protect sensitive family information and attorney-client privileged data throughout product design and development.
• Improve workflow visibility by creating appropriate tools and experiences that allow estate planning professionals, advisors, and clients to track the progress of individual plans.
• Ensure information and functionality are tailored to different user roles, providing relevant visibility while maintaining appropriate access controls.
• Leverage existing enterprise platform capabilities to create integrated estate planning solutions rather than developing isolated tools.
• Manage the day-to-day relationship with external development partners, defining priorities, communicating requirements, monitoring delivery, and addressing risks.
• Maintain accountability for development commitments, proactively resolving delivery challenges and ensuring that completed work meets agreed requirements and quality standards.
• Collaborate with estate planning leadership and cross-functional stakeholders to align product decisions with business objectives and operational outcomes.

Requirements

• 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.

Benefits

• Annual base salary ranging from $136,000 to $160,000, depending on experience, qualifications, skills, and geographic location.
• Eligibility for additional incentive-based compensation.
• Fully remote work opportunity within the United States.
• Company‑paid basic life and accidental death and dismemberment (AD&D) insurance.
• Company‑paid short‑term and long‑term disability insurance.
• Comprehensive medical coverage, including three Cigna plan options and Kaiser medical plans for eligible California employees.
• Two comprehensive dental plan options and vision insurance.
• Health Savings Account (HSA) with employer contributions for eligible high‑deductible health plan participants.
• Supplemental insurance options, including life, disability, accident, critical illness, and hospital indemnity coverage.
• Generous paid time off for vacation and sick leave.
• 14 company‑paid holidays, including a full week off during Thanksgiving.
• Eight weeks of paid parental leave.
• Maternity benefits combining disability coverage and paid parental leave.
• Adoption assistance reimbursement program.
• Family Medical Leave and Employee Assistance Program.
• Company‑paid concierge services to support employees and their families with caregiving needs and everyday life challenges.
• 401(k) retirement plan with Traditional and Roth options, employer matching contributions, and an after‑tax contribution option.
• Dependent Care Savings Account for eligible childcare and dependent care expenses.
• Pet insurance.
• Access to personalized financial planning and guidance at preferred employee pricing.
• Opportunities to work on innovative AI‑driven products and influence the future of estate planning technology.