IPS is currently looking for a Senior Product Manager with exposure to estate and financial planning, along with a passion for technology, to join our Product Management organization. In this role, you will collaborate with our product development teams to design and build a cutting-edge software tool tailored to the needs of financial planners. Your industry and/or Product Management ability will be key in shaping a product that allows financial advisors to easily review and analyze their clients’ estate plans.

Role Responsibilities:

● Collaborate with Engineering and Design teams to develop a software product that helps financial advisors review estate plans.

● Collaborate with subject matter experts and executive leadership on estate planning priorities.

● Develop market insights on how estate plans intersect with financial advisory work to create and prioritize tools that address the needs of advisors and their clients.

● Translate complex concepts and requirements into solutions that work for both the market and Holistiplan.

● Work closely with financial advisors to understand their estate planning needs and ensure the product meets those needs.

● Work cross-functionally with all internal departments to ensure readiness for feature launches.

Requirements:

● Ownership mindset to create high-quality results.

● Perspective in estate and financial planning.

● Ability to deal with uncertainty and create strategic proposals, drive alignment, and execute.

● Ability to translate legal concepts into language and tools that financial advisors can use effectively.

● Ability to anticipate and react to needs across multiple departments and build rapport cross-functionally.

● Strong communication skills and the ability to collaborate cross-functionally with both technical and non-technical professionals.

Preferred Qualifications:

● CFP® designation or significant experience working closely and building rapport with financial advisors.

● JD certifications (preferably with an LLM in Estate Planning and/or Taxation).

● A strong understanding of how estate planning fits within comprehensive financial planning.

● Prior experience launching a new product in a product management or product development role.

● Experience with the design and development of legal or financial software products.

● Experience with best practices for leveraging AI.

Why join our client?

● Be part of a fast-growing company focused on transforming the financial planning industry

● Opportunity to shape an innovative software product that directly impacts the work of financial planners and their clients

● Competitive salary and equity options

● 401(k) matching

● Health insurance (Medical/Dental)

● Flexible working hours and a remote work culture

● Unlimited PTO with a team that uses and encourages time off

● Monthly Wellness & Office Space Reimbursements

● Opportunities for professional growth and development

● A collaborative and innovative work environment

If you are interested, please apply here or send your resume to brie@integritypowersearch.com.