Senior Product Manager, Estate
Position: Senior Product Manager, Estate
Location: 100% Remote
Job Type : Full-time
Company Overview
Who We Are:
Holistiplan is an award winning financial planning tool that specializes in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning tools with our tax report and scenario analysis tools. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, 2023, and 2025 Kitces Report Studies, and the #1 tax planning software in the 2021, 2022, 2023, 2024, and 2025 T3 / Inside Information Software Surveys.
Position Overview
We are 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.
Key Tasks & 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.
Required Qualifications:
- 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.
Benefits:
- 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 remote work culture
- Unlimited PTO with a team that uses and encourages time off
- Monthly Gym & Office Space Reimbursements
- Opportunities for professional growth and development
- A collaborative and innovative work environment
To apply, please send your resume to jobs@holistiplan.com.
