Product Manager, Advisors

Posted Nov 8

We started Trust & Will in 2017 to make estate planning accessible and affordable for every family. Since then, we’ve built an industry-leading brand that connects millions of families every year with estate planning and probate tools, partners, and professionals, nationwide. We’re backed by some of the leading names in venture capital who all believe in our mission to help every family leave their legacy. We are a fully remote, distributed team that collaborates tightly, asks hard questions, ships quickly, and has fun while we do it. Our team cares deeply about crafting the highest quality experiences, and each team member has a profound impact on the vision and direction of what we deliver.

We are looking for an experienced and proven product manager to join our strong and growing business to lead, oversee and scale our B2B2C line of business. This line of business is currently primarily focused on creating access to estate planning for Financial Advisors and their clients, but has the potential to extend well beyond that. As Product Manager, Advisors, you'll be scaling an existing product with more than 10k unique users, by understanding the needs of both financial advisors and our direct to consumer members, delivering solutions that create value and deliver results. This is a high impact, proven area of the business that is ready for growth, scale and dedicated product ownership.

About the role

Product Managers at Trust & Will drive product vision and are responsible for the success of the product through all phases of the development process. Starting with an initial concept through research, development, production, deployment, and measuring success, PMs ensure that we are solving our members’ most important problems through the capabilities that we develop and release. To be successful in this role you will be required to understand the Financial Advisor space and the Trust & Will product in great detail, as well as have a deep understanding and empathy for our members’ and advisors needs.

At its core, Trust & Will helps people create an estate plan or settle the estate of a loved one through the probate process. We strive to ensure that our members have the tools and knowledge they need to make confident decisions in their plan. Financial Advisors are a key decision driver in the estate planning conversation and therefore a critical part of the process. As a product manager on our Advisor team, you will help define the vision, and strategy and drive execution for one of the fastest growing areas of our product.

About you

You have 5+ years of experience as a product leader as a part of scaling teams and businesses from disruptors to innovative industry leaders with best-in-class consumer products. You care deeply and challenge directly fostering a culture of humble, outcome-oriented, accountable, and talented leaders who deliver high quality, scalable, consumer facing products. You have experience thriving in a remote-first organization and being a part of world-class teams.

Impact

Harness insights from customers, stakeholders, and data to prioritize and build a product that will have the most impact on the business.
Talk directly with members and financial advisors to learn more about how they interact with Trust & Will from first intercept, conversion, and their experience of sharing their experience with others. Crystalize learnings into problems and opportunities.
Work with marketing and design counterparts to envision, build, and test possible solutions with actual members. We value experimentation and exploration, staying as lean as possible during early cycles as a means to learn as quickly as possible.
Work with engineering counterparts to estimate implementation costs, discuss alternative approaches, and make sure everyone is aware of the opportunity and cost of introducing something new to the member base.
Be a leader in advocating for the member above all else, constantly iterating and pushing the envelope to create amazing work.
Monitor, optimize, and create tests that validate opportunities to improve our initial conversion rates in collaboration with marketing and partnership strategies utilizing testing tools like A/B Tasty and our BI tools (GA4, FullStory, and Thoughtspot).
Write product briefs to communicate why we’re choosing to solve this particular problem, and tie it back to the emotional discovery uncovered while shaping the product. You should be able to galvanize the team and get them excited.

Experience

5+ years in Product Management
Experience shipping high-quality product on time and free of surprises.
Write product briefs to communicate why we’re choosing to solve this particular problem, and tie it back to the emotional discovery uncovered while shaping the product. You should be able to galvanize the team and get them excited.
Strong understanding of how software is built and how to iteratively deliver benefit to members.
Excellent communication skills (both written and verbal).
Data and analytics skills and an ability to set up reporting and find signal in the noise
A strong cross functional partner for marketing, sales, and engineering teams.
Meticulous attention to detail; ability to identify potential risks and edge cases.
Strong project management skills with the ability to manage multiple parallel initiatives.

Benefits

Our salary range for this position is $115,000.00 -$165,000.00 in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.

PTO:
Unlimited time off that you are encouraged to use
Quarterly company-wide breaks (think Winter, Spring, Summer, and Fall break)
Monthly friends & family days
4 days/year to volunteer in your community
Health and Wellness Benefits:
Fantastic health benefits including medical, dental, vision for you and your dependents
Life insurance
Generous parental leave
Financial wellness benefits (Certified Financial Planner support, savings options, and employee-sponsored 401k)
A formal mentorship program, guest speakers & reimbursement and sponsorship for learning opportunities
Extra
Flexible work schedule + hours
Family-friendly work environment. We support the complexity of a remote world with the needs of families
Optional company-sponsored events and travel throughout the year
$500 Work from home stipend + mac & Apple accessories
Join an 3x Inc. Magazine Best Workplace winner and one of the fastest growing private companies in America!

About Trust & Will

We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote

We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.

Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.