Senior Product Manager - Estate Planning
Core
Lead the estate planning squad to rebuild and deliver AI-powered estate planning solutions for families, ensuring accuracy, workflow visibility, and successful product delivery.
Role type
Senior Product Manager (AI/ML focus)
Builds
AI-driven estate planning tools and workflows
Domain
Financial services / Wealth management / Legal tech
Deliverable
production ML models
Required skills
Product management (5+ years), AI/LLM evaluation and human-in-the-loop design, cross-functional squad leadership, external development partner management, data fluency, requirements translation for engineering
Preferred skills
Estate planning, legal, trust, or wealth management domain experience
Technologies
LLMs, AI evaluation frameworks
Responsibilities
Own the estate planning roadmap from discovery to delivery; define success metrics and prioritize features; evaluate AI capabilities and accuracy; manage relationships with development partners; ensure compliance and security in AI design; build workflow visibility for stakeholders
