Teams at Wealth

Lead the product strategy for Ester, an AI product. Manage product development, collaborate with engineering, enhance user experience, and drive product launches while analyzing data to refine offerings.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.

Lead end-to-end design for an AI-native wealth management product: frame ambiguous needs, prototype with real AI, simplify dense financial and legal data into effortless advisor experiences, ship high-fidelity work, and raise design quality across the team as a senior individual contributor.