Director, Product Analyst Estate Planning, Financial Planning & Advice
About The Position
Join our dynamic Fintech team as a Director, Product Analyst, where you’ll help shape innovative financial planning tools. Within the Financial Planning and Advice Product Area, you’ll collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions. This role blends strategy with hands on execution and is ideal for someone passionate about estate planning, sophisticated financial planning, product management, and building impactful solutions. As a Product Analyst, you will be part of a dynamic Product Development team dedicated to your growth, skill development, and long-term success. At the same time, you will collaborate with a Product Management team focused on building innovative tools that enable customers to confidently plan for their financial future. We design intuitive, groundbreaking digital experiences that leverage industry-leading strategies to deliver planning that helps with areas such as estate and tax planning, complex financial planning, and advanced investment planning. Our work sits at the intersection of technology, design, and financial insight—creating real impact for the people who use it.
Requirements
- Bachelor’s Degree
- 10 -12 years overall work experience
- 2 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
- Communicates complex subjects clearly and effectively
- Possess analysis skills with the ability to understand how data and experiences work within a complex ecosystem
- Experience using AI to increase efficiency and enhance the customer experience
- Thinks strategically about end-to-end experiences, implementation, and measurement
- Strong interpersonal skills, including the ability to work across the enterprise and interact/influence/negotiate effectively at all levels of management and peers
Nice To Haves
- Certified Public Accountant, Certified Trust and Fiduciary Advisor, Juris Doctor, Master of Taxation, or Master of Laws in Taxation
- Retirement, financial, investment, and insurance planning preferred
- Experience or exposure to vendor management is preferred
- Exposure and/or experience with family wealth balance sheets preferred
- FINRA Series 7 and 66 preferred
Responsibilities
- Collaborate with product managers, designers, and business partners to turn user needs into effective, well-designed solutions.
- Blend strategy with hands-on execution.
- Contribute to building innovative tools that enable customers to confidently plan for their financial future.
- Design intuitive, groundbreaking digital experiences that leverage industry-leading strategies to deliver planning that helps with areas such as estate and tax planning, complex financial planning, and advanced investment planning.
- Communicate complex subjects clearly and effectively.
- Understand how data and experiences work within a complex ecosystem.
- Think strategically about end-to-end experiences, implementation, and measurement.
- Work across the enterprise and interact/influence/negotiate effectively at all levels of management and peers.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
