Product Owner

Posted Yesterday
Hiring Remotely in United States
Remote
125K-145K Annually
Senior level
Financial Services
The Role
As a Product Owner at Wealth.com, you will drive product strategy and development in the estate planning sector, collaborating with engineering and marketing teams to deliver features that meet user needs while analyzing market data. You will be responsible for launching products, gathering user feedback, and building internal and external buy-in for product visions.
Summary Generated by Built In

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.

Top Skills

Data
The Company
HQ: Phoenix, AZ
61 Employees
On-site Workplace
Year Founded: 2021

What We Do

Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.

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