Senior Staff PM, Enterprise Platform & Wealth Tech

Wealth.com; United States; Remote; USD 180,000 - 240,000; Full time

Benefits offered by this job

Unlimited PTO

Full medical and dental benefits

401k with Match and vesting on hire

Company equity ( Carta )

Job summary

Wealth.com seeks a Staff Product Manager to lead end-to-end strategy, roadmap, and execution for core platform experiences. You will bridge financial workflows, platform architecture, and advisory input, collaborating with wealth advisors, enterprise leadership, and legal staff to transform friction points into scalable product solutions.

In this high-impact role, you will own customer discovery, beta programs, and external demos while balancing technical feasibility with business needs to

Qualifications

• 10+ years of product management experience in SaaS or enterprise software.
• Experience leading customer discovery sessions, enterprise client conversations, and advisory boards.
• Proven track record of turning complex workflows into scalable product roadmaps and architectures.
• Bachelor’s degree or equivalent practical experience.

Responsibilities

• Lead ongoing customer discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff.
• Establish and run beta testing programs and customer advisory loops for major feature releases.
• Present product roadmaps and conduct live capability demos for key accounts and internal stakeholders.
• Drive multi-quarter product strategy and execution, balancing business needs and technical feasibility across the domain.
• Collaborate with engineering, design, and legal domain experts to translate feedback into clear requirements and scalable solutions.

Skills

Customer Discovery

Beta Management

Demos

Strategic Vision

Cross-Functional

Market Intelligence

Product Evangelism

Education

Bachelor’s degree in Business, CS, Engineering, or related field

Job description

Wealth.com seeks a Staff Product Manager to lead end-to-end strategy, roadmap, and execution for core platform experiences. You will bridge financial workflows, platform architecture, and advisory input, collaborating with wealth advisors, enterprise leadership, and legal staff to transform friction points into scalable product solutions.

In this high-impact role, you will own customer discovery, beta programs, and external demos while balancing technical feasibility with business needs to