Wealth.com

Compensation

Full Description

Title: Product Manager, AI Location: Hybrid- NY, NY or Hybrid- Tempe, AZ About Us Wealth.com is the industry’s leading estate planning platform, empowering more than 1,500 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world. At the heart of our innovation is Ester®, the most powerful AI ever deployed in estate planning. Ester is a proprietary AI engine that reads, extracts, and summarizes complex legal documents—turning hundreds of pages of legalese into actionable data and elegant visualizations. We are looking for a Product Manager, AI to drive the product strategy and execution for our AI product, Ester. This is a high-impact leadership role where you will own the vision for how AI transforms the estate planning journey—from document ingestion and legal data extraction to agentic workflows and client-facing insights. As the PM for Ester, you will bridge the gap between cutting-edge LLM research and real-world legal complexity. You will work at the intersection of applied AI and legal expertise to build the "intelligence layer" that powers the entire Wealth.com ecosystem. Key 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 8+ years of product, project management or an equivalent experience, with a proven track record of leading AI/ML products from concept to scale. Deep Technical Fluency: You understand the end-to-end AI lifecycle, starting from intelligent data ingestion (OCR/Document AI) through to LLM orchestration. You are proficient in multimodal RAG (incorporating scanned PDFs and images), prompt engineering, and model fine-tuning. You can lead technical discussions with AI researchers on optimizing extraction accuracy and model evaluation. Experience working in a fast paced, unstructured environment with a strong sense of self-ownership and accountability 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 Ability to gather and transform business requirements and market needs into a successful product strategy A “Founder” mentality - proactive, passionate, resourceful, and results-oriented Bachelor’s degree or relevant years of experience Benefits & Perks Competitive salary. Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year. Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. 100% company-paid basic life insurance, short-term and long-term disability insurance. 100% paid parental leave upon eligibility. Company equity managed through Carta. 401k with match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. 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.