Senior Product Manager - Estate Planning
New
J
JobgetherEstate planning
The role is fully remote within the United States, 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.Full-TimeSenior
SalaryAnnual base salary ranging from $136,000 to $160,000, depending on experience, qualifications, skills, and geographic location. Eligibility for additional incentive-based compensation.
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Job Details
- Experience
- At least 5 years of professional experience in product management
- Required Skills
- Product ManagementCross-functional Team LeadershipStakeholder management
Requirements
- Have at least 5 years of professional experience in product management.
- Demonstrate a track record of delivering products that generate measurable business results.
- Have experience implementing AI-powered solutions in production environments to address business challenges.
- Have experience delivering products in regulated, compliance-sensitive, or accuracy-critical environments.
- Be able to lead cross-functional product teams involving engineering, design, and data professionals and manage external development partners.
- Translate complex, multi-step business processes into clear product requirements, specifications, and actionable development plans.
- Bring hands-on Large Language Model (LLM) evaluation experience, including building evaluation datasets and assessing AI performance.
- Understand human-in-the-loop product design and how to balance automation with human oversight.
- Define performance metrics, interpret dashboards, conduct independent analysis, and make evidence-based product decisions.
- Communicate effectively with technical teams and business professionals, strategists, and attorneys.
- Be able to prioritize, make decisions, adapt product strategies in evolving environments, and maintain high quality standards.
- Understand the needs of clients, financial advisors, and estate planning professionals and translate them into product solutions.
- Be available for standard business hours, Monday through Friday, generally between 8:00 AM and 5:00 PM, with occasional flexibility for early or late meetings.
Responsibilities
- Own and drive the estate planning product roadmap from initial information gathering and discovery through document execution and ongoing plan updates.
- Define product priorities, scope, sequencing, and delivery trade-offs around high-value business outcomes.
- Establish measurable success criteria and performance indicators, including reducing the time from initial intake to signed estate planning documents.
- Lead product squad planning sessions, demonstrations, retrospectives, and continuous improvement initiatives.
- Identify opportunities to use AI to improve the speed, clarity, accuracy, and efficiency of estate planning workflows.
- Determine which processes to automate and where strategists, attorneys, and paralegals should provide human expertise.
- Own AI quality assurance and evaluation, developing benchmarks and assessing accuracy and reliability before deployment.
- Partner with Security, Compliance, and Legal teams to protect sensitive family information and attorney-client privileged data.
- Improve workflow visibility and tailor information and functionality to user roles while maintaining appropriate access controls.
- Manage external development partners, communicate requirements, monitor delivery, address risks, and ensure completed work meets agreed requirements and quality standards.
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