Senior Product Manager — SaaS, Hybrid NYC, Equity

Wealth.com; Tempe (AZ); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Hybrid work in NYC

Excellent medical, dental, and vision

Company equity

401k with match

Paid parental leave

Flexible PTO

Estate planning for life

Job summary

Wealth.com is seeking a Senior Product Manager to drive core product initiatives across our estate planning platform. You will engage directly with enterprise advisors, legal teams, and leadership to identify friction points and convert them into scalable product solutions.

In this role, you will lead customer discovery, manage beta programs, and present roadmaps in client meetings. You will partner with engineering, design, and legal to translate feedback into clear requirements and robust

Qualifications

• 4-6+ years of product management experience in high-growth environments.
• Demonstrated customer-facing experience with enterprise clients and advisory boards.
• Ownership of end-to-end product requirements and platform architecture for scalable software.
• Ability to translate complex platform logic into ROI-focused language for non-technical clients.
• Thrives in fast-moving environments with autonomy and ownership.
• Able to combine qualitative feedback with quantitative metrics to drive decisions.
• Entrepreneurial mindset with proactive problem solving and resourcefulness.
• Bachelor's degree in Business, CS, Engineering or related field.

Responsibilities

• Lead ongoing customer discovery calls and interviews with enterprise clients and legal staff to uncover friction points.
• Establish and run beta programs and customer advisory loops for major feature releases.
• Partner with Success, Sales and Solutions Engineering to demo roadmaps and represent Wealth.com externally.
• Collaborate with engineering, design, and legal to translate feedback into actionable specs and architectures.
• Analyze market shifts and regulatory trends to position Wealth.com as a leader in estate planning tech.

Skills

Product management

Customer facing

Platform architecture

Data-informed decisions

Fast-paced execution

Founder mentality

Education

Bachelor's degree

Job description

Wealth.com is seeking a Senior Product Manager to drive core product initiatives across our estate planning platform. You will engage directly with enterprise advisors, legal teams, and leadership to identify friction points and convert them into scalable product solutions.

In this role, you will lead customer discovery, manage beta programs, and present roadmaps in client meetings. You will partner with engineering, design, and legal to translate feedback into clear requirements and robust