Teams at Wealth

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.

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.

Lead FP&A functions partnering with the CFO to build rolling forecasts, scalable financial models, and narrative-driven insights. Integrate generative AI (Claude, Gemini) for automation and scenario planning, collaborate with accounting, sales, and product teams, and support monthly/quarterly/year-end close processes and executive reporting.