WealthCom
51-200 employees
Financial Services
Wealth Management
Financial Technology
About WealthCom
WealthCom is a financial technology company specializing in wealth management solutions for individual investors and financial advisors. Founded in 2018, the company offers a platform that integrates portfolio management, financial planning, and investment advisory services to help clients optimize their financial goals. WealthCom aims to democratize access to sophisticated wealth management tools through technology, providing personalized investment strategies and real-time analytics. The company serves a diverse client base, including retail investors and professional advisors, focusing on transparency, efficiency, and user-friendly digital experiences.
3 months ago
Senior Product Owner
New York, New York - Hybrid
Full-time
Senior
Senior Product Owner
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Description
- Wealth.com is the industry’s leading estate planning platform, empowering over 1,500 wealth management firms with innovative technology, AI, and legal expertise.
- The company fosters a collaborative environment and has been recognized for its leadership and innovation.
- The Senior Product Owner will play a critical role in ideating, validating, and implementing advanced planning solutions, working closely with design, engineering, and go-to-market teams.
- Responsibilities include owning the product lifecycle, translating business goals into strategic roadmaps, managing backlogs, conducting user interviews, facilitating agile ceremonies, analyzing data, and integrating AI into workflows.
- The role requires experience in product management, customer-driven innovation, data analysis, and AI/ML applications.
- Compensation includes a salary range of $175,000 to $200,000 annually, with performance incentives and equity.
- Benefits include health insurance, parental leave, 401(k) with match, flexible PTO, remote work options, and company equity.
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Benefits
- Competitive salary.
- Hybrid work arrangement if located in Phoenix or New York; otherwise, fully remote, with in-person meetings several times a year.
- Excellent medical, dental, and vision insurance options with low-cost premiums.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Flexible PTO supporting relaxation and recharge.
- Paid holidays and birthday leave.