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- Tasks: Lead product vision and delivery for a digital estate planning platform.
- Company: Inheritly is revolutionising legacy planning with a user-friendly digital platform.
- Benefits: Enjoy remote work flexibility, equity opportunities, and a chance to shape a startup.
- Why this job: Join a mission-driven team focused on transforming estate planning into a seamless experience.
- Qualifications: 5+ years in product management with proven success in B2B SaaS.
- Other info: Be part of a pioneering venture backed by top investors, with occasional London meet-ups.
The predicted salary is between 48000 - 84000 £ per year.
Location: UK-based, remote-first (with occasional London meet-ups)
Compensation: Founding equity + pre-seed salary
Start: Immediate
About Inheritly
Inheritly is on a mission to make estate and legacy planning radically simpler, smarter, and more human. We’re building the global platform for digital legacy planning - one that integrates seamlessly into financial advice journeys, helps families plan with clarity, and unlocks lifetime value for advisers. We’re starting with a sharp wedge into the UK IFA market - empowering advisers with a compliance-friendly, client-centric planning tool that improves engagement and drives product conversion. Our Alpha MVP is live, and we’ve secured strong design partner interest. Backed by ARK Venture Studio and Eagle Venture Fund, we’re now looking for a CEO to take the reins and scale Inheritly into a category-defining company.
The Role
We’re seeking a strategic and hands-on Head of Product to own the product vision and delivery of Inheritly. You’ll translate our vision into a product roadmap, build intuitive and compliant user experiences, and work closely with design, engineering, partners, and stakeholders. You’ll lead product development from MVP to scale, with a strong focus on user adoption and progressive enterprise integration.
Mission & Culture Fit
You’re obsessed with building products that customers not only trust - but genuinely love. You see legacy planning as overdue for reinvention, and you’re excited to challenge the status quo with elegant, intuitive solutions. You thrive on translating complex, emotionally charged problems into seamless user experiences.
The skills and experience you will need
- 5+ years in product management, including experience owning a product roadmap end-to-end.
- Proven ability to secure product-market fit and go from zero to £2m+ in revenue.
- Demonstration of data-driven decision making and ability to pivot rapidly.
- Experience in B2B SaaS (and nice to have in insurtech, legaltech, wealthtech).
- Excellent communication and stakeholder management skills, including working with enterprise partners.
Nice to have: Familiarity with products in regulated industries
Key Responsibilities
- Own the strategic product roadmap: Define, prioritise, and communicate product strategy aligned with business goals and customer needs.
- Over the medium-term lead the design of new product features that deliver recurring revenue.
- Embedded data and AI into the product roadmap. Data (and perhaps AI) need to drive our roadmap. We need a pragmatic approach based on what is feasible. Inheritly must deliver absolute accuracy—users depend on us during their most sensitive life moments.
- MVP data-driven prioritisation: Lead the development and launch of the MVP, and continuously iterate based on data and client feedback to refine features, user flows, and optimise business impact.
- Help build a transformational customer journey: We want to deliver much more value to customers (IFAs and end customers) at much less cost. User expertise is a critical part of this.
- Cross-functional leadership: Drive seamless collaboration across product, tech, and sales to bring Inheritly’s features from concept to launch.
What success looks like (first 12 months)
- Define and align the company around a clear 12–24 month product vision and roadmap. Product roadmap formally adopted by leadership and shared cross-functionally by Month 6.
- Launch Beta/MVP product that solves core user pain points. To hit agreed NPS score after 12 months.
- Establish a reliable, scalable product development and release process (release cycle to hit agreed cadence by month 6).
- Build customer understanding and insight loop. Monthly user research sessions embedded into planning by Month 3.
- Key product decisions traceable to direct user insight or data.
How to apply
Email contact@inheritly.ai with:
- Your CV or LinkedIn
- A short note (or Loom) explaining why this role and mission resonate
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Founding Head of Product - Digital estate planning wealthtech
✨Tip Number 1
Familiarise yourself with the digital estate planning landscape. Understanding the current trends and challenges in wealthtech will help you articulate your vision for Inheritly's product roadmap during discussions.
✨Tip Number 2
Network with professionals in the B2B SaaS and wealthtech sectors. Engaging with industry peers can provide insights into best practices and may even lead to valuable connections that could support your application.
✨Tip Number 3
Prepare to discuss your experience with data-driven decision-making. Be ready to share specific examples of how you've used data to pivot product strategies or improve user experiences in previous roles.
✨Tip Number 4
Showcase your passion for user-centric design. Think about how you can demonstrate your ability to translate complex problems into intuitive solutions, as this aligns closely with Inheritly's mission.
We think you need these skills to ace Founding Head of Product - Digital estate planning wealthtech
Some tips for your application 🫡
Understand the Company and Role: Before applying, take time to understand Inheritly's mission and the specifics of the Head of Product role. Familiarise yourself with their product vision and how it aligns with your own experience in product management.
Tailor Your CV: Make sure your CV highlights relevant experience in product management, especially any work related to B2B SaaS or regulated industries. Emphasise your ability to secure product-market fit and your experience in leading product roadmaps.
Craft a Compelling Note: In your application note or Loom video, clearly articulate why you are passionate about the mission of Inheritly. Share specific examples from your past that demonstrate your skills in building user-centric products and your strategic thinking.
Highlight Data-Driven Decision Making: Since the role requires a data-driven approach, include examples of how you've used data to inform product decisions in the past. This could be through user feedback, analytics, or market research that led to successful product outcomes.
How to prepare for a job interview at LinkedIn
✨Understand the Mission
Before your interview, make sure you fully grasp Inheritly's mission to simplify estate and legacy planning. Be prepared to discuss how your vision aligns with theirs and how you can contribute to making their platform user-friendly and impactful.
✨Showcase Your Product Management Experience
Highlight your experience in product management, especially your ability to own a product roadmap from start to finish. Be ready to share specific examples of how you've achieved product-market fit and driven revenue growth in previous roles.
✨Emphasise Data-Driven Decision Making
Inheritly values data-driven approaches, so come equipped with examples of how you've used data to inform product decisions. Discuss any experience you have with integrating AI or analytics into product development to enhance user experiences.
✨Prepare for Cross-Functional Collaboration
As the Head of Product, you'll need to work closely with various teams. Be ready to discuss your experience in leading cross-functional projects and how you foster collaboration between product, tech, and sales teams to bring ideas to life.
