Senior Product Manager - Estate Planning
Core
Lead the development and evolution of an AI-powered estate planning solution to simplify how families protect and transfer their wealth.
Role type
Senior Product Manager (AI/Regulated Domain)
Builds
AI-powered estate planning digital solutions
Domain
Legal services / Wealth management / AI
Deliverable
production ML models
Required skills
Product roadmap ownership, AI/LLM evaluation, Human-in-the-loop design, Cross-functional team leadership, External partner management, Data literacy, Regulatory compliance understanding, Process automation strategy
Preferred skills
Estate planning, legal services, trust administration, or wealth management experience
Technologies
Large Language Models (LLM), Enterprise platforms
Responsibilities
Own and drive the estate planning product roadmap from discovery to execution, Define product priorities and delivery trade-offs, Establish measurable success criteria for document execution time, Lead product squad activities including planning and retrospectives, Identify opportunities to leverage AI for workflow efficiency, Determine processes for automation vs. human expertise, Own AI quality assurance and evaluation processes, Partner with Security, Compliance, and Legal teams, Improve workflow visibility tools for professionals and clients, Tailor functionality for different user roles, Leverage existing enterprise platform capabilities, Manage day-to-day relationship with external development partners
Seniority
Senior, hands-on IC
