Principal Wealth Strategist (Foundational SME)

Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We’re building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence.
Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on.

Monstro is hiring a senior Wealth Strategy Subject Matter Expert to serve as the internal authority on comprehensive wealth management across cashflow, tax, legal, investment, and financial planning domains.

This role is comparable in scope and seniority to a Principal Wealth Strategist or Advanced Planning Strategist at top-tier financial institutions. It is a foundational hire, responsible for ensuring that Monstro’s early financial logic reflects institution-grade rigor, correctness, and cross-domain judgment.

Monstro is building an intelligence-first financial platform where early decisions compound quickly. Errors in wealth logic — especially across tax, legal, and investment domains — create downstream risk that is difficult to unwind later.

This role exists to ensure:

• Technical correctness from the outset
• Cross-domain dependencies are properly understood and modeled
• Simplification is intentional, not accidental

You will work closely with Monstro’s Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable logic that can safely inform product behavior over time.

Wealth Strategy & Domain Authority

• Serve as the internal authority on comprehensive wealth strategy across:
• Tax
• Estate planning and legal structures
• Investments
• Broader financial planning
• Bring deep expertise in one or more domains, with the ability to reason across all four as an integrated system
• Evaluate complex scenarios and identify second- and third-order impacts across domains

Advice Quality & Technical Correctness

• Establish standards for accuracy, completeness, and consistency of financial logic
• Review and validate early advice frameworks, assumptions, and edge cases
• Act as a senior technical reviewer for high-impact or high-risk planning scenarios
• Ensure early decisions withstand expert scrutiny and institutional expectations

Product & AI Enablement

• Translate expert financial judgment into:
• Rules
• Constraints
• Decision frameworks
• Partner with product and engineering to inform how financial logic is implemented
• Contribute to future rules packages and expanded domain coverage
• Help distinguish where behavioral simplification is appropriate — and where it introduces risk

Wealth Strategy Architecture

• Help define Monstro’s initial wealth strategy architecture
• Ensure cross-domain dependencies are documented and understood
• Build a foundation that supports future scale without rework or gaps

• Monstro’s core financial logic reflects institution-grade wealth strategy rigor
• Cross-domain interactions are correctly modeled and defensible
• Early product decisions demonstrate technical depth and sound judgment
• Product and engineering teams have clear, actionable guidance
• The platform is positioned to expand scope without foundational correction

• Senior-level experience equivalent to a Wealth Strategist or Advanced Planning Strategist at a top financial institution
• Advanced professional designation such as:
• CPA
• JD / Attorney
• Deep tax expertise with strong understanding of downstream implications
• Demonstrated experience in estate planning and legal structures
• Broad financial planning background beyond a single specialty
• Strong academic and technical foundation
• Ability to reason across domains and understand compounding effects
• Comfort operating as a senior IC and technical authority
• Not a junior, sales-oriented, or relationship-only advisor profile

• Experience supporting digital advice platforms or fintech products
• Prior work translating expert judgment into scalable systems
• Exposure to AI-enabled or rules-based financial tools
• Experience in UHNW or highly complex wealth environments

Hybrid, NYC

• Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world.
• Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits.
• Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45.
• Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.
  • Compensation Range (New York City):
  • Compensation Range (Denver Metro):
    *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws.

If you’re excited to contribute to a high-bar team building something meaningful, we love to hear from you!