Product Lead

We have partnered with a fast-growing fintech that is building THE AI-powered operating system for estate planning and wealth transfer.

The problem they're tackling is pretty fascinating: wealth transfer is still incredibly manual and expensive. Attorneys can spend 15+ hours on a single estate waterfall, reviewing documents and determining how assets should flow. There's also a huge downstream opportunity for wealth managers, given that 75% of heirs reportedly leave their parents' wealth adviser after inheriting.

The company has already reached $5M ARR with 200+ customers and $25K ACV, including several six-figure enterprise contracts. They recently raised a $25M Series A ($35M total raised), so they're well-capitalised and at an interesting stage of growth.

• Work directly with their CPO and executive team to define the vision and strategy for your specific product area
• Communicate directly with customers to understand pain points and potential product opportunities
• Partner closely with their design and engineering teams to build intuitive and delightful products for wealth managers, attorneys and asset owners
• Collaborate with and mentor two other Product Managers

• 6+ years of product management experience, ideally in fintech
• Experience owning a significant product roadmap from strategic inception to launch, ideally for a complex multi-product platform
• Strong communication and experience being client-facing
• Approach decision-making with a data-informed mindset by gathering and synthesising both qualitative and quantitative information, identifying meaningful insights, and drawing well-reasoned conclusions