Founding Head of Product - Digital estate planning wealthtech
Founding Head of Product - Digital estate planning wealthtech

Founding Head of Product - Digital estate planning wealthtech

Chesterfield Full-Time 43200 - 72000 £ / year (est.) Home office possible
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At a Glance

  • 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 a proven track record 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 43200 - 72000 £ 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.
  • Embed 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

Founding Head of Product - Digital estate planning wealthtech employer: ARK Venture Studio

Inheritly is an exceptional employer for those passionate about transforming the estate planning landscape. With a remote-first culture that encourages flexibility and collaboration, employees benefit from a supportive environment that prioritises innovation and personal growth. As a founding team member, you'll have the unique opportunity to shape the product vision while enjoying competitive compensation, including equity, and the chance to make a meaningful impact in a rapidly evolving industry.
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Contact Detail:

ARK Venture Studio 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

Product Management
Roadmap Development
User Experience Design
Data-Driven Decision Making
B2B SaaS Experience
Stakeholder Management
Cross-Functional Leadership
Agile Methodologies
Customer Journey Mapping
Regulatory Compliance Knowledge
Market Research and Analysis
Communication Skills
Problem-Solving Skills
Adaptability
Team Collaboration

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 and values.

Tailor Your CV: Make sure your CV highlights relevant experience in product management, especially in B2B SaaS or similar industries. Emphasise your ability to drive product strategy and your success in achieving product-market fit.

Craft a Compelling Note: In your application, include a short note or video (like Loom) that explains why you are passionate about this role and how your background makes you a great fit. Be specific about what excites you about Inheritly's mission.

Showcase Data-Driven Decision Making: Highlight examples from your past work where you used data to inform product decisions. This is crucial for the role, so make sure to illustrate your experience with data-driven prioritisation and user feedback.

How to prepare for a job interview at ARK Venture Studio

✨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

In this role, data and AI will be crucial. Prepare to discuss how you've used data to inform product decisions in the past, and be ready to suggest ways to integrate data-driven insights into Inheritly's product development process.

✨Prepare for Cross-Functional Collaboration

As the Head of Product, you'll need to work closely with various teams. Think of examples where you've successfully collaborated across departments, and be ready to explain how you would foster seamless communication between product, tech, and sales at Inheritly.

Founding Head of Product - Digital estate planning wealthtech
ARK Venture Studio
Location: Chesterfield
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  • Founding Head of Product - Digital estate planning wealthtech

    Chesterfield
    Full-Time
    43200 - 72000 £ / year (est.)
  • A

    ARK Venture Studio

    50-100
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