Senior Product Manager

Wealth.com is the leading advanced planning platform for estate and tax planning. More than 2,700 wealth management firms, representing over $15 trillion in client assets, partner with us, including 3 of the 5 largest U.S. banks. Advisors have created over 100,000 estate plans on the platform, and we’re backed by investors including Google Ventures, Charles Schwab, and Citi.

We were named #1 in estate planning market share in the 2025 Kitces AdvisorTech Study, a category leader in the 2026 T3 / Inside Information Advisor Software Survey, and a seven-time finalist at the 2026 Wealth Management Industry Awards. We’re also on Newsweek’s America’s Greatest Startup Workplaces list and Fortune’s Best Small Workplaces list, and are Great Place to Work certified.

You’ll own the AI agents work-stream at Wealth.com, the product behind Ester Intelligence. Our Estate Planning Agent and Tax Agent help advisors answer questions about their clients’ plans, documents, and returns. We’re now bringing these agents together into one conversational experience and expanding agents from single-client to portfolio-level questions.

You’ll join the Agents squad (an engineering manager, engineers, and a designer) and work closely with advisors, enterprise clients, and our estate and tax domain experts. The challenge is trust: an advisor can’t act on a confident wrong answer, so accuracy, citations, and clear sourcing matter as much as capability.

You don’t need to have built AI products before. You need strong product fundamentals and the judgment to learn fast in a domain where accuracy matters.

• Drive adoption. Grow the share of advisors who use the agent every month, making it a default part of how advisors work. Your levers include a unified experience, where advisors no longer switch between estate and tax agents, and portfolio-level questions across an advisor’s whole client base.

• Make it sticky. Turn first-time users into regular ones and improve three-month retention, through contextual and proactive workflows that make the agent part of an advisor’s day.

• Build the quality bar. Define and launch how we measure whether agents are right, combining automated evaluation with user feedback and clear labeling of what comes from client data versus general knowledge. Then use it to steadily raise answer quality.

• Own the roadmap for our AI agents, prioritizing across estate, tax, and portfolio-level use cases.

• Work with engineering to decide when to use an LLM and when to use deterministic calculation and extraction, and how agents handle missing data.

• Run discovery with advisors, enterprise teams, and legal and tax experts, and turn what you learn into clear specs.

• Run beta programs and advisory loops for major releases.

• Join key client meetings with Sales and Customer Success to present the roadmap and demo new capabilities.

• Define and report on metrics for adoption, retention, answer quality, and trust.

• Track market and regulatory shifts that shape AI in wealth management.

• 5+ years in product management, owning a core product area at a B2B SaaS company.

• Experience partnering with engineering on complex systems and integrations.

• Comfort running customer discovery and presenting to enterprise clients.

• Judgment in blending customer feedback with usage and quality data.

• Curiosity and a clear point of view on how AI should and shouldn’t work in a high-stakes domain.

• Experience shipping AI or LLM-powered products, including evaluating output quality.

• Wealth management, tax, estate, legal tech, or other regulated-domain experience.

For this role, you’ll meet our product team, executives, and CEO. Most candidates complete the process in about two weeks.

1. Recruiter screen: your background and what you’re looking for.

2. Product screen: a short conversation with the product team about how you think and work.

3. Product panel interview: a deeper conversation with members of the product team.

4. Executive interview: a conversation with a member of our executive team.

5. CEO interview: a conversation with our CEO.

6. Offer.

• Free estate planning for life.

• Company equity.

• Excellent medical, dental, and vision insurance options, with low-cost premium structures.

• 100% company-paid basic life insurance, short-term disability, and long-term disability insurance.

• 100% paid parental leave upon eligibility.

• 401(k) with match and 100% vesting upon hire.

• Flexible PTO in an environment where taking time off to recharge is supported and encouraged.

• Time off for holidays, and yes, your birthday counts too.

Wealth.com is an equal opportunity employer and welcomes applicants from all backgrounds. If you need an accommodation, let us know. The base range above is a good-faith estimate for this role in New York City.