Senior Product Manager - Estate Planning

Why Work at the company?

For more than 40 years, the company has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, the company is an independent fiduciary legally bound to act in our clients’ best interests — always.*

The company offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• the company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, the company has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology  here .

Job Summary

Estate planning is how families protect what they've built and pass it on. It's a core part of the family office the company delivers, and we're rebuilding how we deliver it with AI. We need someone who makes sure that work lands.

You'll lead the estate planning squad. You own the product and drive the build, side by side with engineering, design, data, and our development partner. This is a high-visibility initiative with direct executive sponsorship.

This role owns four things: the estate planning roadmap across our eleven-step process; the quality and accuracy of the AI behind it; workflow visibility, so everyone can see where a family's plan stands; and the day-to-day relationship with our development partners.

You'll work hand in hand with Estate Planning leadership and co-own the business outcomes. You carry real authority over what the squad builds, in what order, and when it's ready to ship.

Essential Job Functions for this role include

Estate Planning Roadmap

• Own the roadmap from discovery through delivery, covering the full journey from gathering information to signed documents and ongoing plan updates.

• Make the calls on scope, sequencing, and tradeoffs with clarity and speed. If something doesn't earn its place, it waits.

• Define success metrics, starting with cycle time from intake to signed documents.

• Lead the squad's planning, demos, and retros, and make them worth the calendar time: tight, outcome-focused, and followed through.

AI Quality and Trust

• Find where AI makes estate planning faster, clearer, and more accurate, and where it doesn't belong.

• Decide what to automate next and where strategists, attorneys, and paralegals stay in the loop.

• Own the evals. Know how accurate each AI capability is before it reaches anyone's desk.

• Partner with Security, Compliance, and Legal to protect attorney-client privileged information and sensitive family data. Treat it as a design input from day one.

• Use AI to make yourself and the squad faster and sharper.

Workflow Visibility

• Make estate planning work visible so that strategists, attorneys, paralegals, advisors, and clients can see where each plan stands.

• Get the right view to the right role. Not everyone needs every detail.

• Build on shared the company platform capabilities instead of standing up one-off estate planning tools.

• Make estate planning feel like part of one connected family office.

Development Partner

• Set the priorities and requirements our development partner builds against.

• Own the relationship day to day. Keep delivery on track, surface risks early, and come with a recommendation when something slips.

• Hold the line between what's agreed and what's only on a slide.

Knowledge, Skills, and Abilities

• 5+ years in product management. You've shipped products that moved a business number, and you can tell us which one and how you measured it.

• You've used AI to solve a real business problem in production, and you can tell us what broke along the way.

• You've shipped in a domain where accuracy and compliance matter. You know a wrong answer has a cost, and you designed for it.

• You've led a cross-functional squad (engineering, design, data) and directed an external development partner.

• You can turn a complex, multi-step business process into requirements an engineer can build from.

• LLM evaluation and human-in-the-loop design: you've built an eval set, run it, and changed the product because of what it told you.

• Data fluency: you can define metrics, read dashboards, and make decisions from data. You don't need a data team to produce your own analysis.

• Strong communicator: engineers respect your grasp of the craft, and strategists and attorneys trust your judgment on their work.

• Bias toward action, without cutting corners on quality.

• Comfortable with ambiguity and change inside a live operating business.

• Client-obsessed: you start with the needs of clients, advisors, and estate planning professionals and work backward.

• Experience in estate planning, legal, trust, or wealth management a plus, not a requirement.

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline : The initial deadline for applications is 12/5/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of the company’ incentive compensation programs.

Base Pay Range

$136,000 — $160,000 USD

Benefits

The company offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California

• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays including a full week off at Thanksgiving.

• Generous paid time off program for vacation and sick days

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave (8 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option

• Pet Insurance

• Personalized financial planning and guidance from the company professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The company is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. The company participates in E-Verify and complies with federal employment eligibility verification requirements.

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