Senior Product Manager - Estate Planning

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.