Senior Product Manager

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

We are looking for an experienced and proven Senior Product Manager to drive growth and innovation through our core estate planning platform. As the product owner for our foundational document and Advisors, you'll be scaling an existing product with more than 10k unique users who are supporting millions of clients, by understanding the needs of both Financial Advisors and their direct-to-consumer clients. You’ll be delivering solutions that drive engagement, create ongoing value, and deliver results as this channel scales. 

We are looking for a Senior Product Manager who will help us revolutionize estate planning for Financial Advisors. This is a high-impact, high-visibility area of the business that is driving the fastest area of growth for the company.  You will be using best-of-breed technologies, such as Gen AI and innovative design thinking, to accomplish solving Advisors’ unmet needs at a scale. 

At Trust & Will, Product Managers drive the direction of their product area’s vision and strategy. They are responsible for the success of the product throughout all phases of the development process. This starts with initial discovery research, problem definition, solution design, development, execution, and measuring success. PMs ensure that we are solving our customers’ most important problems through the capabilities of our products that we develop and release. To be successful in this role you will be required to understand the Financial Advisor ecosystem, as well as the Trust & Will direct-to-consumer products in great detail. 

About You:

You have seasoned experience as a product leader who has been a part of scaling teams and businesses from disruptors to innovative industry leaders with best-in-class consumer products. You have experience thriving in a remote-first organization and being a part of world-class teams. You care deeply and challenge directly which helps to foster a culture of humble, outcome-oriented, accountable, and talented leaders who deliver high-quality, scalable, consumer-facing products. 

About the Role:

• Harness insights from customers, stakeholders, competitive landscape, and data to prioritize and build a product that will have the most impact on our customers and the business. 
• Talk directly with consumers and Financial Advisors to build deep customer empathy for their biggest unmet needs.
• Distill research and learnings into clearly defined customer problems and opportunities.
• Work with Design, Marketing, Legal, and Sales counterparts to envision, build, and test potential ideal state solutions. 
• Curiosity and value leading experimentation and exploration, staying as lean as possible during early cycles as a means to learn from real behavioral data as quickly as possible.
• Work with engineering counterparts to weigh the level of effort with scope, to ensure priority, scope, and opportunity costs are understood.
• Collect and measure key product metrics against goals to inform the success of each release and plan iterations accordingly.
• Lead by influence, advocating for our customers above all else, constantly iterating and pushing the envelope to create an engaging customer experience. 
• Learn through experimentation, creating clear learning plans that gauge demand and validate the impact of potential opportunities. 
• Write product briefs to communicate why we’re choosing to solve this particular problem and tie it back to the clear customer problem we’ve uncovered while shaping the product. 

Qualifications

• 5+ years of experience in product management or related technical roles.
• Experience shipping high-quality consumer products on time and free of surprises.
• Excellent communication skills (both written and verbal) and experience writing comprehensive product briefs.
• Strong understanding of ho