🛠 Tech Stack

💼 About This Role

You'll lead the evolution of an AI-powered estate planning platform for a startup. Your work will directly shape how financial advisors serve their clients through intelligent digital tools. You'll collaborate closely with engineering, design, and GTM teams to ship quickly and iterate.

🎯 What You'll Do

• Translate high-level direction into clear, buildable scopes
• Write detailed requirements and user stories anticipating edge cases
• Define success metrics and build lightweight dashboards
• Lead discovery through interviews and quick validation loops

📋 Requirements

• 5+ years in product management with direct feature ownership
• Experience with commercial SaaS products including embedded AI
• Comfortable turning ambiguous problem spaces into structured plans
• Strong analytical skills with data tools (SQL, Mixpanel, etc.)

✨ Nice to Have

• Familiarity with LLMs and prompt engineering
• Experience in fintech or wealthtech
• Background in B2B SaaS serving professional users

🎁 Benefits & Perks

• 🏖️ Flexible PTO and 10 paid holidays
• 👶 Parental leave (4 weeks for all, up to 12 for birthing parents)
• 🏥 Medical, dental, vision coverage for employees and families
• 💰 401K eligibility after one month
• 📚 Learning & development and home office budget

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Team Interview· 60 min