Wealth.com · 7 hours ago
Senior Product Owner
New York, NY
Full-time
Hybrid
Senior Level
$180K/yr - $205K/yr
5+ years expWealth.com is a high-growth fintech platform modernizing wealth management, seeking a Senior Product Owner to join their growing product team. The role involves driving product strategy, managing backlogs, and championing customer needs while collaborating cross-functionally to develop innovative solutions for financial advisors.
Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management
Hiring Manager
Britni Mattison
Responsibilities
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
Qualification
Required
5+ years of Product Management or Product Ownership experience, preferably in Fintech, SaaS, or a high-growth startup environment
Deep experience with customer-driven innovation, including running hypothesis-driven experiments and conducting user interviews to validate solutions before building
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
Experience or strong interest in AI/ML applications; you understand how to leverage data to create personalized user experiences
Proven ability to transform ambiguous business requirements and market needs into clear, actionable user stories and a cohesive product strategy
Exceptional written and verbal communication skills, with the ability to articulate the 'why' behind decisions to engineers, designers, and executives alike
Experience thriving in fast-paced, unstructured environments. You are comfortable navigating ambiguity and have a strong sense of self-ownership
A natural ability to build rapport and drive close partnerships across Design, Engineering, and GTM teams
You are proactive, resourceful, and results-oriented. You treat the product as if it were your own business
Benefits
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.
Company
Wealth.com
Wealth.com is a digital estate planning platform designed to empower financial advisors with tools and resources.
51-200 employees
H1B Sponsorship
Wealth.com has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Growth StageTotal Funding
$46MKey Investors
Charles SchwabGoogle VenturesAlumni Ventures
2025-04-16Corporate Round
2024-09-16Series A· $30M
2024-03-19Seed
Leadership Team
Rafael Loureiro
Chief Executive Officer
Danny Lohrfink
Chief Product Officer & Co-Founder
Recent News
2025-11-20
2025-11-07
2025-10-31
Company data provided by crunchbase