AI Product Manager

• Wealth’s mission is to deliver a revolutionized financial and estate management platform for the modern world
• At the heart of our innovation is Ester®, the most powerful AI ever deployed in estate planning
• Ester is a proprietary AI engine that reads, extracts, and summarizes complex legal documents—turning hundreds of pages of legalese into actionable data and elegant visualizations
• We are looking for a Product Manager, AI to drive the product strategy and execution for our AI product, Ester
• This is a high-impact leadership role where you will own the vision for how AI transforms the estate planning journey—from document ingestion and legal data extraction to agentic workflows and client-facing insights
• As the PM for Ester, you will bridge the gap between cutting-edge LLM research and real-world legal complexity
• You will work at the intersection of applied AI and legal expertise to build the “intelligence layer” that powers the entire Wealth.com ecosystem
• Drive product development and strategy, including analysis of competitive landscape to inform Wealth’s short and long-term impact
• Scope and prioritize solutions and features based on business needs and Wealth member impact
• Translate product strategy into detailed requirements and prototypes
• Partner closely with engineering teams to deliver with quick time-to-market results and optimized resources
• Gain a deep understanding of the user experience, identify and fill product gaps, and generate new ideas to improve the user experience and drive adoption of the platform
• Drive product launches in partnership with leadership and the marketing team
• Represent the company with users and potential users, soliciting feedback on products and services, including user interviews and testing
• Create buy-in for the product vision both internally and with key external partners
• Act as a product evangelist to build awareness and understanding of our platform and differentiating value proposition
• Strong problem solving skills and willingness to tackle problems individually and collaboratively to get to the best outcome
• Passion for using data, metrics and analysis to inform product development and adoption

Benefits

• Company equity managed through Carta
• Full medical and dental benefits
• 401k with Match and 100% vesting upon hire
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Fully remote, flexible work environment (we do however meet together in person several times a year)
• Paid parental leave- Strong ability to analyze, interpret, and draw meaningful insights from data
• Ability to gather and transform business requirements and market needs into a successful product strategy
• 8+ years of product, project management or an equivalent experience, with a proven track record of leading AI/ML products from concept to scale
• A “Founder” mentality - proactive, passionate, resourceful, and results-oriented
• Bachelor’s degree or relevant years of experience
• Deep Technical Fluency: You understand the end-to-end AI lifecycle, starting from intelligent data ingestion (OCR/Document AI) through to LLM orchestration. You are proficient in multimodal RAG (incorporating scanned PDFs and images), prompt engineering, and model fine-tuning. You can lead technical discussions with AI researchers on optimizing extraction accuracy and model evaluation
• Experience working in a fast paced, unstructured environment with a strong sense of self-ownership and accountability
• Deep experience with customer-driven innovation and hypothesis-driven experimentation and user interview testing