Jobs at Wealth

Build reusable integrations between Wealth.com and financial custodians, applying systems and security expertise in regulated environments. Support deployments, credential and key rotation, incident response, audits, compliance reviews, and client cutovers. The role requires calm, precise troubleshooting and communication with banking clients during high-stakes production and regulatory events.

Lead end-to-end design for an AI-native wealth management product: frame ambiguous needs, prototype with real AI, simplify dense financial and legal data into effortless advisor experiences, ship high-fidelity work, and raise design quality across the team as a senior individual contributor.

Build and operate Wealth.com’s People programs and systems, including onboarding, performance management, compensation, leveling, dashboards, and workforce analytics. Partner closely with the Chief People Officer, use AI and automation to streamline operations, launch programs through their first cycles, create runbooks, and transition mature programs to the People Operations team.

Partner with product to define success metrics, build and maintain dashboards, analyze product usage and revenue, improve AI self-service in Omni/Amplitude, deliver ad hoc analyses, and present actionable insights to leadership.

Seeking Applied Scientist to build scalable AI systems for estate planning, focusing on production-grade applications and document understanding using advanced AI models.

Lead product marketing for Wealth.coms enterprise segment, owning positioning, go-to-market strategy, launches, sales enablement, lifecycle email campaigns, competitive analysis, and cross-functional coordination to drive adoption and retention while executing hands-on marketing and leveraging AI tools.

The Senior Software Engineer will build foundational AI infrastructure, design platforms and tools for AI applications, ensure reliability, and collaborate with AI teams to support production cases.

Lead white-glove onboarding for strategic enterprise wealth-management clients while building the onboarding program, playbooks, training, and infrastructure to scale. Manage and coach the Onboarding team, partner with Sales, Product, and Support to remove friction, define success metrics (time-to-value, activation, completion, early retention), and create self-service options to improve efficiency and adoption across RIAs, broker-dealers, and private wealth firms.

Own strategic enterprise accounts, driving retention, renewals, expansion, quota attainment, and revenue growth. Build account plans, cultivate executive relationships, lead business reviews, negotiate commercial agreements, manage forecasts and pipeline, identify risks and opportunities, and coordinate internal teams to deliver client value. Serve as a strategic advisor and advocate for major clients while sharing account-management best practices and supporting team development.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.

Manage a portfolio of enterprise accounts, serving as the primary client contact and strategic advisor. Own post-sale deployment, adoption, retention, renewals, and expansion while monitoring account health and identifying growth opportunities. Lead business reviews, maintain account plans and forecasts, and coordinate with Product, Engineering, Support, Compliance, and Sales to resolve issues and deliver client outcomes. Build relationships with institutional financial clients and improve scalable retention and expansion practices.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

Manage high-volume inbound leads and outbound prospecting to generate qualified meetings and pipeline. Use CRM and prospecting tools, meet quotas, collaborate with Sales/Marketing/Product, track opportunities, and prioritize a client-first sales experience.