Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world. We are looking for a Staff Product Manager to serve as a core product leader across our platform ecosystem. This is a high-impact, customer-facing role where you will own the end-to-end strategy, roadmap, and execution for key parts of the Wealth.com experience. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
- Deep Customer-Facing Experience: Demonstrated background leading user discovery sessions, participating in enterprise client conversations, running customer advisory boards, and managing co-development cycles with external partners
- Product & Platform Architecture Ownership: Strong experience defining end-to-end product requirements, managing complex system integrations, and partnering with engineering teams to build resilient, scalable enterprise software
- Customer Empathy & Translation: 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
- Fast-Paced Execution: Thrives in high-growth, fast-evolving environments with high autonomy, extreme ownership, and a bias toward action
- Data-Informed Decision Making: Proven ability to marry qualitative customer feedback with quantitative usage metrics, funnel analytics, and business outcomes
More about this role
Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world. We are looking for a Staff Product Manager to serve as a core product leader across our platform ecosystem. This is a high-impact, customer-facing role where you will own the end-to-end strategy, roadmap, and...
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