Lead a multidisciplinary product team to define vision, strategy, and KPIs for wealth-management products. Partner with design, engineering, and subject-matter experts; engage customers to discover pain points; own roadmap from inception to launch; and build intuitive, AI-first experiences for RIAs, institutions, attorneys, and ultra-high-net-worth clients.

Manage and grow a book of B2B SaaS customers in wealth transfer: onboard clients, drive engagement and renewals, enable users through training, surface product insights, and partner with product/engineering to support expansions and advocacy.

As a Software Engineer, you will drive product development, build intelligent interfaces, collaborate closely with leadership, and iterate rapidly to enhance customer workflows.