Staff Product Manager

Wealth.com•New York, NY

1d•$250,000 - $280,000•Hybrid

About The Position

Wealth.com is seeking a Staff Product Manager to be a core product leader across its platform ecosystem. This is a high-impact, customer-facing role responsible for the end-to-end strategy, roadmap, and execution for key areas of the Wealth.com experience. The Staff PM will bridge complex financial and legal workflows with core platform architecture and direct enterprise advisory feedback. This role involves working directly with financial advisors, enterprise leadership, and legal end-users to transform customer challenges into scalable product solutions.

Requirements

10+ years of product management experience (or equivalent founder/technical leadership experience), with a proven track record of scaling core SaaS platform products from zero-to-one and beyond in high-growth environments.
Demonstrated background leading user discovery sessions, participating in enterprise client conversations, running customer advisory boards, and managing co-development cycles with external partners.
Strong experience defining end-to-end product requirements, managing complex system integrations, and partnering with engineering teams to build resilient, scalable enterprise software.
Ability to translate complex platform infrastructure and domain logic into clear, ROI-focused language for non-technical advisory clients, while conversely translating messy customer requests into structured technical specs.
Thrives in high-growth, fast-evolving environments with high autonomy, extreme ownership, and a bias toward action.
Proven ability to marry qualitative customer feedback with quantitative usage metrics, funnel analytics, and business outcomes.
Highly proactive, resourceful, and passionate about solving unaddressed, complex real-world problems.
Bachelor's degree in Business, Computer Science, Engineering, or a related field (or equivalent practical experience).

Responsibilities

Lead ongoing customer discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff to uncover friction points and validate platform workflows.
Establish and run beta testing programs and customer advisory loops for major feature releases, engaging directly with key accounts to evaluate workflow efficiency, adoption, and user delight.
Partner with Customer Success, Sales, and Solutions Engineering to join key client meetings, present product roadmaps, lead live capability demos, and act as the product voice of Wealth.com to external stakeholders.
Drive multi-quarter product strategy and execution across your domain, prioritizing solutions that deliver outsized value for advisors while balancing technical feasibility, business needs, and platform scalability.
Work closely with engineering, product design, and legal domain experts to translate customer feedback into crisp functional requirements, system architectures, and intuitive user experiences.
Analyze market shifts, regulatory trends, and user adoption data to continuously position Wealth.com as the undisputed leader in estate planning technology.
Serve as an internal and external champion for your product surface, aligning executive leadership, sales, marketing, and enterprise partners.

Benefits

Competitive salary
Hybrid work arrangement in New York City (3x a week)
Excellent medical, dental, and vision insurance options, with low-cost premium structures
100% company-paid basic life insurance, short-term and long-term disability insurance
100% paid parental leave upon eligibility
Company equity managed through Carta
401k with match and 100% vesting upon hire
Flexible PTO
Paid holidays (including your birthday)
Free estate planning for life