Product Manager, AI

Overview

Title
:
Product Manager, AI

Location
:
Hybrid-New York, Tempe, or San Francisco

About Us  is the industry’s leading estate planning platform, empowering more than 1,500 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions,  enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance,  combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies.

The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025  Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces Advisor Tech Study.  is proud to be certified as a Great Place to Work for 2025.

The Opportunity 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  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

• 8+ years of product, project management or an equivalent experience, with a proven track record of leading AI/ML products from concept to scale.
• 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
• Strong ability to analyze, interpret, and draw meaningful insights from data
• Deep experience with customer-driven innovation and hypothesis-driven experimentation and user interview testing
• Ability to gather and transform business requirements…