Senior Product Manager

The role

The Senior Product Manager will serve as a core PM across the platform ecosystem. You will bridge the gap between financial and legal workflows, platform architecture, and enterprise advisory feedback.

What you will do

• Lead customer discovery calls, interviews, and co-design sessions with enterprise clients.
• Establish and run beta testing programs and customer advisory loops.
• Partner with Customer Success, Sales, and Solutions Engineering to join client meetings and lead demos.
• Work with engineering, product design, and legal domain experts to translate feedback into requirements.
• Analyze market shifts, regulatory trends, and user adoption data.
• Serve as an internal and external champion for your product surface.

Required qualifications

• 4-6+ years of product management experience (or equivalent founder/technical leadership experience).
• 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.
• Experience defining end-to-end product requirements, managing complex system integrations, and partnering with engineering teams.
• Ability to translate complex platform infrastructure and domain logic into clear language for non-technical advisory clients.
• Ability to translate customer requests into structured technical specs.
• Ability to thrive in high-growth, fast-evolving environments with high autonomy and extreme ownership.
• 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).

Benefits

• Competitive salary.
• Excellent medical, dental, and vision insurance options.
• 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 time off for holidays and birthdays.
• Free estate planning for life!

About the company

Wealth.com is an advanced planning platform that combines proprietary AI with technical expertise to serve clients across the wealth spectrum. The company is certified as a Great Place to Work for 2025.