Senior Product Manager - Estate Planning

Role overview

Lead product delivery for an estate-planning service that helps families prepare, sign, and maintain planning documents. You’ll own the roadmap across an end-to-end process, guide how AI is evaluated and used, improve visibility into each plan’s progress, and direct the day-to-day work of a development partner.

Responsibilities - Own discovery and delivery across the estate-planning journey, from information gathering through signed documents and ongoing updates. - Set priorities, scope, sequencing, and tradeoffs; define outcome measures such as time from intake to signed documents. - Lead squad planning, demonstrations, and retrospectives with a focus on decisions and follow-through. - Identify where AI can improve speed, clarity, or accuracy, decide where human review is needed, and evaluate quality before capabilities are released. - Work with security, compliance, and legal colleagues to protect privileged and sensitive family information. - Make workflow status useful to strategists, attorneys, paralegals, advisors, and clients, with access tailored to each role. - Set requirements for the development partner, track delivery, surface risks, and recommend responses when plans slip.

Requirements - At least five years of product management experience.

Benefits and work setup - Benefits listed include medical, dental, and vision plans; retirement plan with matching; paid holidays and time off; and paid parental leave. - Other offerings include disability and life insurance, adoption assistance, dependent-care savings, and employee support services.