---
title: 'Staff Product Manager at Wealth.com'
canonical: 'https://feeny.ai/job/staff-product-manager-wealth-com-new-york-d3tcmaffx627'
type: 'job'
last_seen: '2026-10-13'
---

# Staff Product Manager at Wealth.com

- **Company:** Wealth.com
- **Location:** New York, NY / Tempe, AZ / San Francisco, CA
- **Compensation:** $250k–$280k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-30
- **Last confirmed live:** 2026-10-13
- **Apply:** https://jobs.ashbyhq.com/wealth-com/7e14c730-84eb-4b6e-9cbf-f327719d7332

## Job description

## About Us

[Wealth.com](http://Wealth.com) is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, [Wealth.com](http://Wealth.com) combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. 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](http://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 wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making [Wealth.com](http://Wealth.com) a truly enjoyable workplace. [Wealth.com](http://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. We are looking for a Staff Product Manager to serve as a core product leader across our platform ecosystem. This is a high-impact, customer-facing role where you will own the end-to-end strategy, roadmap, and execution for key parts of the [Wealth.com](http://Wealth.com) experience. As a Staff PM, you will bridge the gap between complex financial and legal workflows, core platform architecture, and direct enterprise advisory feedback. You will operate on the front lines with financial advisors, enterprise leadership, and legal end-users, transforming real-world customer friction points into scalable, elegant product solutions.

## Key Responsibilities

- Direct Customer Discovery & Advisory: Lead ongoing customer discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff to uncover friction points and validate platform workflows.
- Customer Advisory Boards & Beta Management: Establish and run beta testing programs and customer advisory loops for major feature releases, engaging directly with key accounts to evaluate workflow efficiency, adoption, and user delight.
- Customer-Facing Evangelism & Demos: Partner with Customer Success, Sales, and Solutions Engineering to join key client meetings, present product roadmaps, lead live capability demos, and act as the product voice of [Wealth.com](http://Wealth.com) to external stakeholders.
- Strategic Vision & Roadmap Execution: Drive multi-quarter product strategy and execution across your domain, prioritizing solutions that deliver outsized value for advisors while balancing technical feasibility, business needs, and platform scalability.
- Cross-Functional Collaboration: Work closely with engineering, product design, and legal domain experts to translate customer feedback into crisp functional requirements, system architectures, and intuitive user experiences.
- Market & Competitive Intelligence: Analyze market shifts, regulatory trends, and user adoption data to continuously position [Wealth.com](http://Wealth.com) as the undisputed leader in estate planning technology.
- Product Evangelism: Serve as an internal and external champion for your product surface, aligning executive leadership, sales, marketing, and enterprise partners.

## Qualifications

- 10+ years of product management experience (or equivalent founder/technical leadership experience), with a proven track record of scaling core SaaS platform products from zero-to-one and beyond in high-growth environments.
- Deep Customer-Facing Experience: Demonstrated background leading user discovery sessions, participating in enterprise client conversations, running customer advisory boards, and managing co-development cycles with external partners.
- Product & Platform Architecture Ownership: Strong experience defining end-to-end product requirements, managing complex system integrations, and partnering with engineering teams to build resilient, scalable enterprise software.
- Customer Empathy & Translation: Ability to translate complex platform infrastructure and domain logic into clear, ROI-focused language for non-technical advisory clients, while conversely translating messy customer requests into structured technical specs.
- Fast-Paced Execution: Thrives in high-growth, fast-evolving environments with high autonomy, extreme ownership, and a bias toward action.
- Data-Informed Decision Making: Proven ability to marry qualitative customer feedback with quantitative usage metrics, funnel analytics, and business outcomes.
- A “Founder” Mentality: Highly proactive, resourceful, and passionate about solving unaddressed, complex real-world problems.
- Education: Bachelor's degree in Business, Computer Science, Engineering, or a related field (or equivalent practical experience).

## Benefits & Perks

- Competitive salary.
- Hybrid work arrangement in New York City (3x a week)
- 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.
- Free estate planning for life!

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.

## About Wealth.com

## Company Overview
- **One-liner**: Wealth.com is an AI-powered estate and tax planning platform that enables financial advisors to deliver scalable, proactive planning to their clients.
- **Entity Type**: Private (backed by leading institutional investors including Google Ventures, Charles Schwab, and Citi)
- **Headquarters**: Tempe, Arizona, USA (with additional offices in New York City and San Francisco)
- **Founded**: 2020 (founded after Rei Carvalho sold Emailage to LexisNexis)
- **Founders**: Rei Carvalho (Co-Founder & Executive Chairman), Rafael Loureiro (CEO), Tim White (Co-Founder)

## Core Business
- **Primary industry/industries**: Financial Services – Estate Planning & Tax Planning Software
- **Target customers**: B2B – Financial advisors, wealth managers, private banks, broker-dealers, and RIAs serving mass affluent to ultra-high-net-worth clients
- **Mission or purpose**: “Remove the complexity from estate planning and give families, and the advisors who serve them, the clarity and confidence to plan for every tomorrow.” [wealth.com](https://www.wealth.com/about/)

## Products & Services
- **[Estate Planning Platform]**: A unified SaaS platform for creating attorney-grade documents (wills, trusts, powers of attorney, healthcare directives) and managing the full estate planning lifecycle.
- **[Ester® AI Engine]**: AI that extracts, summarizes, and analyzes existing estate and tax documents, turning complex documents into actionable insights.
- **[Scenario Builder]**: Visualization tool that models wealth transfer, tax implications, and multi-generational estate scenarios.
- **[Vault]**: Secure document storage and sharing portal for clients and their trusted advisors.
- **[Tax Planning Module]**: Integrated tax analysis that brings estate and tax planning together, enabling continuous optimization.
- **[Integrations]**: Direct API integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, Carta, Coinbase, Zillow, and more.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (privately held)
- **Key Metric**: Combined AUM of wealth managers using Wealth.com exceeds $15 trillion [wealth.com](https://www.wealth.com/about/)
- **Notable Investors/Partners**: Google Ventures, Charles Schwab, Citi Ventures, Anthos Capital, Alumni Ventures, Dynasty Financial Partners, Titanium Ventures, Pruven Capital, Fifty Three Stations (The Pritzker Organization), Firebolt Ventures, Bela Juju Ventures, Kfund [wealth.com](https://www.wealth.com/about/)
- **Growth Signals**: LinkedIn followers grew 56.5% year-over-year (12,617 followers). Active job postings increased 116.7% year-over-year (13 open roles). Offices expanded to three major U.S. cities (NYC, Tempe, SF). [linkedin.com](https://www.linkedin.com/company/wearewealth)

## Competitive Advantages
- **AI-native platform**: Ester® AI extracts and analyzes legal documents, saving advisors hours of manual review.
- **Full lifecycle coverage**: From document creation to ongoing monitoring and tax optimization – not just a document generator.
- **Deep integrations**: Connects with the most widely used wealth management tools (CRMs, portfolio systems, custodians), reducing data entry.
- **Institutional trust**: Used by the largest private banks, wirehouses, and broker-dealers, with over $15 trillion in AUM represented.
- **Advisor-led model**: Strengthens advisor-client relationships by keeping the advisor at the center of planning.

## Strategic Focus
- **AI & automation**: Continued investment in AI (Ester®) to further automate document analysis, tax scenario modeling, and proactive planning alerts.
- **Tax planning expansion**: Deepening the tax module to make tax optimization a continuous, integrated part of estate planning.
- **Platform scale**: Growing the number of firms and advisors using the platform, expanding into new segments (emerging wealth to UHNW).
- **Partnership ecosystem**: Building additional integrations and strategic partnerships with financial institutions and technology providers.

## Why Work Here
- **Culture**: Five core values – Compassionate Honesty, Seek Progress Not Perfection, We Win Together, Inspired to Innovate, Accountability Matters. [wealth.com](https://www.wealth.com/careers/)
- **Work model**: Hybrid/office-based with modern collaborative spaces in NYC (NoMad), Tempe (downtown), and San Francisco. “We believe our best work happens when people spend meaningful time together.” [wealth.com](https://www.wealth.com/careers/)
- **Benefits**: Free lifetime estate planning for employees, 401k with 100% company match and immediate vesting, full medical/dental/vision coverage, equity (stock options), flexible PTO, paid parental leave, paid holidays (including your birthday). [wealth.com](https://www.wealth.com/careers/)
- **Engineering culture**: Focus on AI/ML, security, and platform engineering. Open roles include Senior Software Engineer - AI/ML, Senior Security Engineer, Applied Scientist - AI/ML Intern. [linkedin.com](https://www.linkedin.com/company/wearewealth)
- **Growth**: Rapidly scaling company with strong year-over-year hiring growth and a mission-driven product that directly impacts families’ financial security.

## Sources
1. [wealth.com - About](https://www.wealth.com/about/)
2. [wealth.com - Careers](https://www.wealth.com/careers/)
3. [linkedin.com - Wealth.com](https://www.linkedin.com/company/wearewealth)
4. [cbinsights.com - Wealth.com](https://www.cbinsights.com/company/wealth)

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