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.
- Other info: Be part of a pioneering venture backed by top investors and make a real impact.
- 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 strong B2B SaaS background.
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
Founding Head of Product - Digital estate planning wealthtech in Glasgow 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 equity compensation and the chance to make a meaningful impact in a rapidly evolving sector.
StudySmarter Expert Advice🤫
We think this is how you could land Founding Head of Product - Digital estate planning wealthtech in Glasgow
✨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 in Glasgow
Some tips for your application 🫡
Understand the Company Mission:Before applying, take some time to understand Inheritly's mission and values. Reflect on how your experience aligns with their goal of making estate planning simpler and more human. This will help you tailor your application to demonstrate your fit.
Craft a Compelling Cover Note:In your short note or Loom video, clearly articulate why this role excites you and how your background in product management can contribute to Inheritly's vision. Be specific about your experience with B2B SaaS and any relevant industries like wealthtech.
Highlight Relevant Experience:When updating your CV, ensure you highlight your experience in product management, especially any roles where you owned a product roadmap or achieved significant revenue growth. Use metrics to quantify your achievements and show your impact.
Showcase Your Communication Skills:Given the importance of stakeholder management in this role, make sure to showcase your communication skills in your application. Provide examples of how you've successfully collaborated with cross-functional teams and managed enterprise partners in the past.
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.
