Product Lead
Core
Lead a multidisciplinary team to create industry-leading products for wealth managers, attorneys, and asset owners, focusing on AI-driven workflows for tax and wealth transfer services.
Role type
Senior Product Lead (Fintech/Wealth Management)
Builds
AI-native product platform for estate planning, ownership documents, and multi-firm collaboration
Domain
Fintech, Wealth Management, Estate Planning
Deliverable
production ML models | product features
Required skills
Product management, strategic roadmap ownership, data-informed decision making, UX/UI design, technical fluency, customer discovery, specification writing
Preferred skills
Fintech experience, AI-first product building, complex multi-product platform experience
Technologies
AI, proprietary data assets
Responsibilities
Define product vision and strategy with CPO, partner with design and engineering to build intuitive products, interact directly with customers to discover opportunities, work with subject matter experts to define feature specifications, own team success metrics
Seniority
Senior, hands-on IC