Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world. As a Product Manager, this individual will have the unique opportunity to develop Wealth's strategic vision to capture users' needs in a largely untouched market. As a leader within the Product Team, this individual will have ownership to drive deliverables for our key milestones and product launches and is well-positioned to collaborate across divisions to connect our business goals with consumer demand.
Responsibilities:
- Drive product development and strategy, including analysis of competitive landscape to inform Wealth's short and long-term impact
- Scope and prioritize solutions and features based on business needs and Wealth member impact
- Translate product strategy into detailed requirements and prototypes
- Partner closely with engineering teams to deliver with quick time-to-market results and optimized resources
- Gain a deep understanding of the user experience, identify and fill product gaps, and generate new ideas to improve the user experience and drive adoption of the platform
- Drive product launches in partnership with leadership and the marketing team
- Represent the company with users and potential users, soliciting feedback on products and services, including user interviews and testing
- Create buy-in for the product vision both internally and with key external partners
- Act as a product evangelist to build awareness and understanding of our platform and differentiating value proposition
- Strong problem solving skills and willingness to tackle problems individually and collaboratively to get to the best outcome
- Passion for using data, metrics and analysis to inform product development and adoption
Qualifications:
- 5+ years of product, project management or an equivalent experience
- High energy, self-starter with a bias for action
- Strong ability to analyze, interpret, and draw meaningful insights from data
- Deep experience with customer-driven innovation and hypothesis-driven experimentation and user interview testing
- Clear and concise written and verbal communication skills
- Ability to gather and transform business requirements and market needs into a successful product strategy
- Experience working in a fast paced, unstructured environment with a strong sense of self-ownership and accountability
- Experience building rapport with team members to help drive close partnership and collaboration cross-functionally
- Reputation as a customer-obsessed product owner
- A “Founder” mentality - proactive, passionate, resourceful, and results-oriented
- Bachelor’s degree or relevant years of experience
Benefits & Perks:
- Competitive Medical Plan Options for employees, spouse, family and domestic partners
- Dental and Vision Plan
- 100% company paid STD/LTD and Basic Life Insurance
- 401k with Match and 100% vesting upon hire
- Stock Options
- Holidays and the day off for your Birthday!
- Unlimited PTO
- Remote work
- Paid Parental Leave Policy
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
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Last updated on Jan 11, 2022