Wealth.com

Product Manager

• Lead ongoing customer discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff
• Establish and run beta testing programs and customer advisory loops for major feature releases
• Engage key accounts to evaluate workflow efficiency, adoption, and user delight
• Partner with Customer Success, Sales, and Solutions Engineering in key client meetings
• Present product roadmaps and lead live capability demos
• Act as the product voice of Wealth.com to external stakeholders
• Drive multi-quarter product strategy and execution across the assigned domain
• Prioritize solutions balancing technical feasibility, business needs, and platform scalability
• Collaborate with engineering, product design, and legal domain experts
• Translate customer feedback into functional requirements, system architectures, and user experiences
• Analyze market shifts, regulatory trends, and user adoption data
• Champion the product internally and externally, aligning executive leadership, sales, marketing, and enterprise partners

Staff Product Manager

Full-stack Engineer

• Design, build, and operate backend services powering estate planning, tax planning, and AI-driven products
• Build APIs, data pipelines, and integrations with enterprise wealth management platforms
• Take features from specification through design, implementation, testing, deployment, and post-launch monitoring
• Write production-grade TypeScript code with strong testing, observability, and operational discipline
• Collaborate with product managers, designers, and engineers to translate ambiguous problems into technical solutions
• Contribute to scalability, reliability, security, and performance decisions
• Participate in code reviews, technical design discussions, and on-call rotations
• Help shape engineering culture, tooling, and best practices

Staff Product Manager

Senior Software Engineer