Wealth.com

Compensation

Full Description

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: We are seeking a Senior Product Owner to join our growing product team. You’ll play a critical role in ideating, validating, and bringing to life advanced planning solutions for financial advisors. You’ll work cross-functionally with design, engineering, and our go-to-market teams to develop world-class products. What You’ll Do: Drive Product Strategy: Own the end-to-end product lifecycle for key areas of the Wealth.com platform, translating high-level business goals into a prioritized roadmap and actionable product strategy. Backlog Management & Execution: Translate complex requirements into clear user stories, acceptance criteria, and technical specifications. You will maintain a healthy backlog and ensure engineering and design teams have what they need to execute efficiently. Champion the Customer: Lead hypothesis-driven experimentation and conduct user interviews with financial advisors and clients to validate pain points and uncover new opportunities for innovation. Cross-Functional Leadership: Serve as the connective tissue between Engineering, Design, and Go-to-Market teams. You will facilitate agile ceremonies and ensure smooth product launches that drive adoption. Data-Driven Decision Making: Define success metrics (KPIs) for your product areas. Analyze usage data and market trends to iterate on features and maximize value for our users. Leverage AI & Innovation: Work closely with technical teams to identify opportunities to integrate Wealth.com’s proprietary AI capabilities into advisor workflows, enhancing efficiency and holistic planning. What We’re Looking For: Experience: 5+ years of Product Management or Product Ownership experience, preferably in Fintech, SaaS, or a high-growth startup environment. Product Discovery Mastery: Deep experience with customer-driven innovation, including running hypothesis-driven experiments and conducting user interviews to validate solutions before building. Analytical Mindset: You don’t just read data; you interpret it. You have a strong ability to draw meaningful insights from metrics to inform prioritization and strategy. AI & Data Fluency: Experience or strong interest in AI/ML applications; you understand how to leverage data to create personalized user experiences. Strategic Execution: Proven ability to transform ambiguous business requirements and market needs into clear, actionable user stories and a cohesive product strategy. Communication & Influence: Exceptional written and verbal communication skills, with the ability to articulate the "why" behind decisions to engineers, designers, and executives alike. Adaptability: Experience thriving in fast-paced, unstructured environments. You are comfortable navigating ambiguity and have a strong sense of self-ownership. Collaboration: A natural ability to build rapport and drive close partnerships across Design, Engineering, and GTM teams. Founder Mentality: You are proactive, resourceful, and results-oriented. You treat the product as if it were your own business. Compensation & Level $180,000 - $205,000/year Competitive base salary, performance-based incentives, and meaningful equity participation. 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.