Senior Product Manager

Role Description

We’re looking for a Senior Product Manager to lead and evolve our estate planning platform. This is a uniquely impactful role: you’ll define how advisors interact with the estate platform in order to service their customers. This is a high-ambiguity environment. You’ll be building new capabilities across our AI powered product, document creation, platform and core application. Success requires balancing user needs, model behavior, legal constraints, and business priorities—often with incomplete information.

Responsibilities

• Translate high-level direction into clear, buildable scopes without waiting for perfect inputs
• Partner with product leadership on priorities, then own the execution end-to-end
• Write crisp, detailed requirements and user stories that anticipate edge cases, failure states, and dependencies
• Work closely with engineering to break work down, remove blockers, and keep momentum high
• Define success metrics and build lightweight dashboards or queries to monitor them
• Lead discovery yourself—interviews, workflow mapping, quick validation loops
• Collaborate with design to rapidly prototype, test, and refine interaction patterns
• Identify opportunities for simplification across the product workflows and contribute to architectural cleanup
• Champion AI internally by using it in your workflow and helping teammates adopt AI-first processes
• Find valuable ways to embed AI into the product experience to delight our customers
• Drive alignment across engineering, design, and GTM so shipped work stays coherent and connected
• Ship quickly, measure, learn, and iterate

Qualifications

• 5+ years in product management, with direct ownership of shipping features
• Experience working with commercial SaaS products, including embedded AI - ideally with hands-on familiarity (prompting, testing models, using AI tools to validate assumptions)
• Comfortable turning messy, ambiguous problem spaces into structured, incremental delivery plans
• Demonstrated ability to work closely with engineering and understand tradeoffs (latency, accuracy, model behavior, retrieval constraints)
• Demonstrable use of AI tools in your own workflow (analysis, spec writing, research, QA)
• Strong analytical skills and comfort working directly with data (SQL, Mixpanel, Looker, or similar is a plus)
• Excellent written communication—you can write fast, clearly, and with enough precision for engineers to execute
• Experience at startups, scale-ups, or any environment where velocity and autonomy matter
• Experience in a SaaS company shipping commercial grade software

Preferred Qualifications

• Familiarity with LLMs, associated architectures, or prompt engineering at a working level
• Exposure to or experience in fintech, wealthtech, or regulated industries
• Background in B2B SaaS serving professional users (advisors, attorneys, accountants)
• You've worked in high demand and velocity environments

Benefits

• Flexible paid time off policy and 10 company-wide paid holidays
• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents
• Medical, dental, and vision benefits coverage for employees and their families
• 401K eligibility after one month of employment
• Free estate planning documents
• Budget for learning & development and home office setup
• Paid parking or transit for hybrid and in office employees

Salary

The salary range for this role is $170,000 to $180,000. Our compensation packages also include a performance-based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.