Staff Product Manager

Join , a revolutionary financial and estate management platform. As a Staff Product Manager, you will lead the end-to-end strategy, roadmap, and execution for key parts of the experience. You will work closely with financial advisors, enterprise leadership, and legal end-users to transform customer friction points into scalable product solutions.

This is a high-impact, customer-facing role that requires deep customer-facing experience, data-informed decision making, and a strong background in product management. - Lead ongoing customer discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff to uncover friction points and validate platform workflows. - Drive multi-quarter product strategy and execution across your domain, prioritizing solutions that deliver outsized value for advisors while balancing technical feasibility, business needs, and platform scalability. - Work closely with engineering, product design, and legal domain experts to translate customer feedback into crisp functional requirements, system architectures, and intuitive user experiences. - A “Founder” Mentality:

Highly proactive, resourceful, and passionate about solving unaddressed, complex real-world problems - Deep Customer-Facing Experience: Demonstrated background leading user discovery sessions, participating in enterprise client conversations, running customer advisory boards, and managing co-development cycles with external partners - Data-Informed Decision Making: Proven ability to marry qualitative customer feedback with quantitative usage metrics, funnel analytics, and business outcomes - Fast-Paced Execution:

Thrives in high-growth, fast-evolving environments with high autonomy, extreme ownership, and a bias toward action - 10+ years of product management experience (or equivalent founder/technical leadership experience), with a proven track record of scaling core SaaS platform products from zero-to-one and beyond in high-growth environments - Product & Platform Architecture Ownership:

Strong experience defining end-to-end product requirements, managing complex system integrations, and partnering with engineering teams to build resilient, scalable enterprise software - Customer Empathy & Translation: Ability to translate complex platform infrastructure and domain logic into clear, ROI-focused language for non-technical advisory clients, while conversely translating messy customer requests into structured technical specs - Education: Bachelor's degree in Business, Computer Science, Engineering, or a related field (or equivalent practical experience)