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Senior Product Manager - Estate Planning

US · Remote · Full-time · Product

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About the role

Roadmapping
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Product Manager – Estate Planning based in the United States. As a Senior Product Manager, you will lead the development and evolution of an innovative AI-powered estate planning solution designed to simplify how families protect and transfer their wealth. You will own the product roadmap, driving initiatives from discovery and strategy through development, delivery, and continuous improvement. Working closely with engineering, design, data, legal, and estate planning professionals, you will transform complex business processes into scalable digital solutions. You will play a key role in ensuring AI capabilities deliver accurate, reliable, and compliant outcomes while maintaining the right balance between automation and human expertise. Your work will improve operational efficiency, enhance workflow transparency, and create a more connected experience for clients and financial professionals. This high-visibility position offers direct executive sponsorship, meaningful decision-making authority, and the opportunity to shape the future of technology-enabled estate planning. The role is fully remote within the United States, with collaboration across multidisciplinary teams and external development partners.