Staff Product Manager, Wealth Platform — Hybrid NYC

53 Stations; San Francisco (CA); Hybrid; USD 140,000 - 220,000; Full time

Benefits offered by this job

Hybrid work arrangement in New York

Excellent medical, dental, and vision

Company equity via Carta

401k with match

Flexible PTO

Parental leave

Estate planning for life

Job summary

Wealth.com is seeking a Staff Product Manager to lead end-to-end strategy and execution across our platform ecosystem. You’ll work with enterprise advisors, legal teams, and leadership to transform complex workflows into scalable product solutions.

You will own multi-quarter roadmaps, balance technical feasibility with business needs, and drive adoption with cross-functional partners. Hybrid NYC-based role focused on estate planning tech.

Qualifications

• 10+ years of product management or equivalent founder/technical leadership experience.
• Experience scaling core SaaS platform products from zero-to-one in high-growth environments.
• Deep customer-facing experience leading discovery sessions and enterprise client conversations.

Responsibilities

• Lead end-to-end strategy, roadmap, and execution across platform domains.
• Bridge finance, legal workflows and platform architecture with customer feedback.
• Collaborate with engineering, design, and legal teams to translate requirements into technical specs.

Skills

Customer Discovery

Product Strategy

Stakeholder Management

Data-Driven Decision Making

Founder Mentality

Leadership

Communication

Education

Bachelor's degree in Business, Computer Science, Engineering, or related field

Job description

Wealth.com is seeking a Staff Product Manager to lead end-to-end strategy and execution across our platform ecosystem. You’ll work with enterprise advisors, legal teams, and leadership to transform complex workflows into scalable product solutions.

You will own multi-quarter roadmaps, balance technical feasibility with business needs, and drive adoption with cross-functional partners. Hybrid NYC-based role focused on estate planning tech.