Wealth.com · 18 hours ago
Product Manager, AI
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$180K/yr - $210K/yr
8+ years expWealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize estate planning. The Product Manager, AI will drive the product strategy and execution for the AI product, Ester, focusing on transforming the estate planning journey through innovative AI solutions.
Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management
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
Qualification
Required
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
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
Company data provided by crunchbase