Staff Product Manager

Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, 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 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 a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

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 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.

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• • 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.