About the job
About Us
Wealth.com stands as the premier estate planning platform, empowering over 1,500 wealth management firms to transform their client interactions regarding estate planning. As the only technology-driven, comprehensive platform designed specifically for financial institutions, Wealth.com facilitates firms in achieving scalability, operational efficiency, and measurable client outcomes. With trust from some of the most significant names in finance, Wealth.com integrates proprietary AI technology, robust security measures, and extensive technological and legal expertise to meet the diverse needs of clients—from foundational estate plans to sophisticated strategies. The company has garnered accolades for its innovation and leadership, including the Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, recognition as the 2024 Best Technology Provider in the Trust category, and ranking #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
We pride ourselves on our collaborative and supportive workplace culture, fostering innovation and making Wealth.com an enjoyable environment. We are honored to be recognized as a Great Place to Work for 2025.
The Opportunity
Wealth.com is on a mission to revolutionize financial and estate management through cutting-edge technology. Central to our innovations is Ester®, the most advanced AI ever utilized in estate planning. Ester is a proprietary AI engine capable of reading, extracting, and summarizing intricate legal documents, transforming extensive legal jargon into actionable insights and visually appealing data representations.
We are seeking a Product Manager, AI to spearhead the product strategy and execution of our AI initiative, Ester. This pivotal leadership role entails owning the vision for how AI reshapes the estate planning experience—from document ingestion and legal data extraction to agentic workflows and client-facing insights.

