Staff Product Manager

Wealth.com

. Lead ongoing customer discovery calls, interviews, and co-design sessions with enterprise wealth management clients, advisors, and legal staff .

Posted 9/30/2026full-timeUnited StatesLead💰 $250,000 - $280,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive product management expertise with a focus on scaling SaaS platforms, leading user discovery sessions, and translating customer feedback into actionable product requirements. Proven ability to collaborate across teams and drive product strategy in high-growth environments.

Highest-signal resume keywords

10+ Years Of Product Management ExperienceSaaS Platform ScalingUser Discovery SessionsEnd-To-End Product RequirementsCustomer Advisory Boards

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product ManagementSystem IntegrationTechnical SpecificationsMarket AnalysisWorkflow Efficiency Evaluation

Soft Skills

Stakeholder EngagementCollaborationCommunicationCustomer AdvocacyAnalytical Thinking

Tools & Technologies

SaaS PlatformsProduct RoadmapsCapability DemosFunnel AnalyticsUser Experience Design

Industry Keywords

Enterprise Wealth ManagementCustomer SuccessLegal Domain ExpertiseHigh-Growth EnvironmentsRegulatory Trends

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10+ years of product management experience (or equivalent founder/technical leadership experience)
Proven track record of scaling core SaaS platform products from zero-to-one and beyond in high-growth environments
Experience leading user discovery sessions, enterprise client conversations, customer advisory boards, and co-development cycles with external partners
Strong experience defining end-to-end product requirements and managing complex system integrations
Experience partnering with engineering teams to build resilient, scalable enterprise software
Ability to translate complex platform infrastructure and domain logic into clear, ROI-focused language for non-technical advisory clients
Ability to translate customer requests into structured technical specifications
Experience in high-growth, fast-evolving environments with high autonomy and ownership
Ability to combine qualitative customer feedback with quantitative usage metrics, funnel analytics, and business outcomes
Bachelor's degree in Business, Computer Science, Engineering, or a related field, or equivalent practical experience
Eligibility to work in the U.S. is required

Benefits

Comp & perks

Hybrid work arrangement in New York City (3x a week)
Excellent medical, dental, and vision insurance options
100% company-paid basic life insurance
Short-term and long-term disability insurance
100% paid parental leave upon eligibility
Company equity managed through Carta
401k with match and 100% vesting upon hire
Flexible PTO
Paid holidays, including birthday time off
Free estate planning for life