Title: Product Manager, AI
Location: Hybrid-New York, Tempe, or San Francisco
The OpportunityWealth'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 Wealth.com ecosystem.
Key Responsibilities- 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
Qualifications- 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 and market needs into a successful product strategy
- A "Founder" mentality - proactive, passionate, resourceful, and results-oriented
- Bachelor's degree or relevant years of experience
Benefits & Perks- Hybrid in New York City Office
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays-and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
