Senior Product Manager - Estate Planning

Accountabilities

• Own and drive the estate planning product roadmap, overseeing the complete journey from initial information gathering and discovery to document execution and ongoing plan updates.

• Define product priorities, scope, sequencing, and delivery trade-offs, ensuring development efforts remain focused on the highest-value business outcomes.

• Establish measurable success criteria and performance indicators, including reducing the time required to move from initial intake to signed estate planning documents.

• Lead product squad activities, including planning sessions, demonstrations, retrospectives, and continuous improvement initiatives.

• Identify opportunities to leverage artificial intelligence to improve the speed, clarity, accuracy, and efficiency of estate planning workflows.

• Determine which processes should be automated and where human expertise from strategists, attorneys, and paralegals remains essential.

• Own AI quality assurance and evaluation processes, developing benchmarks and assessing the accuracy and reliability of AI capabilities before deployment.

• Partner with Security, Compliance, and Legal teams to protect sensitive family information and attorney-client privileged data throughout product design and development.

• Improve workflow visibility by creating appropriate tools and experiences that allow estate planning professionals, advisors, and clients to track the progress of individual plans.

• Ensure information and functionality are tailored to different user roles, providing relevant visibility while maintaining appropriate access controls.

• Leverage existing enterprise platform capabilities to create integrated estate planning solutions rather than developing isolated tools.

• Manage the day-to-day relationship with external development partners, defining priorities, communicating requirements, monitoring delivery, and addressing risks.

• Maintain accountability for development commitments, proactively resolving delivery challenges and ensuring that completed work meets agreed requirements and quality standards.

• Collaborate with estate planning leadership and cross-functional stakeholders to align product decisions with business objectives and operational outcomes.

Requirements:

• At least 5 years of professional experience in product management, with a proven track record of delivering products that generate measurable business results.

• Demonstrated experience implementing AI-powered solutions in production environments to address real business challenges.

• Experience delivering products in highly regulated, compliance-sensitive, or accuracy-critical environments, with an understanding of the risks associated with incorrect outputs.

• Proven ability to lead cross-functional product teams involving engineering, design, and data professionals, as well as manage external development partners.

• Strong ability to translate complex, multi-step business processes into clear product requirements, specifications, and actionable development plans.

• Hands-on experience with Large Language Model (LLM) evaluation, including building evaluation datasets, assessing AI performance, and using results to improve product functionality.

• Strong understanding of human-in-the-loop product design, balancing automation with appropriate human oversight and intervention.

• Excellent data literacy, including the ability to define performance metrics, interpret dashboards, conduct independent analysis, and make evidence-based product decisions.

• Exceptional communication and stakeholder management skills, with the ability to collaborate effectively with technical teams and build credibility with business professionals, strategists, and attorneys.

• Strong prioritization and decision-making abilities, combined with a proactive, results-oriented approach and a commitment to maintaining high quality standards.

• Comfortable working in ambiguous, evolving environments and adapting product strategies within an active business operation.

• A client-focused mindset, with the ability to understand the needs of clients, financial advisors, and estate planning professionals and translate them into effective product solutions.

• Experience in estate planning, legal services, trust administration, or wealth management is an advantage but is not required.

• Availability to work standard business hours, Monday through Friday, generally between 8:00 AM and 5:00 PM, with occasional flexibility for early or late meetings when business needs require.

Benefits:

• Annual base salary ranging from $136,000 to $160,000, depending on experience, qualifications, skills, and geographic location.

• Eligibility for additional incentive-based compensation.

• Fully remote work opportunity within the United States.

• Company-paid basic life and accidental death and dismemberment (AD&D) insurance.

• Company-paid short-term and long-term disability insurance.

• Comprehensive medical coverage, including three Cigna plan options and Kaiser medical plans for eligible California employees.

• Two comprehensive dental plan options and vision insurance.

• Health Savings Account (HSA) with employer contributions for eligible high-deductible health plan participants.

• Supplemental insurance options, including life, disability, accident, critical illness, and hospital indemnity coverage.

• Generous paid time off for vacation and sick leave.

• 14 company-paid holidays, including a full week off during Thanksgiving.

• Eight weeks of paid parental leave.

• Maternity benefits combining disability coverage and paid parental leave.

• Adoption assistance reimbursement program.

• Family Medical Leave and Employee Assistance Program.

• Company-paid concierge services to support employees and their families with caregiving needs and everyday life challenges.

• 401(k) retirement plan with Traditional and Roth options, employer matching contributions, and an after-tax contribution option.

• Dependent Care Savings Account for eligible childcare and dependent care expenses.

• Pet insurance.

• Access to personalized financial planning and guidance at preferred employee pricing.

• Opportunities to work on innovative AI-driven products and influence the future of estate planning technology.