Lead B2B marketing strategies for financial advisors, driving customer acquisition and growth through personalized campaigns and data analysis, while collaborating across teams.

As a Lead Software Engineer, you will develop and enhance the advisor platform, focusing on system reliability, security, and integration, while mentoring team members and driving technical decisions.

The Senior Software Engineer will architect and deliver scalable, high-performance features, mentor team members, and drive innovation in cloud-native development using modern technologies and practices.

Responsible for scaling enterprise revenue within the advisor channel by managing complex sales cycles, building partnerships with RIAs and broker-dealers, and executing account-based sales strategies.

The Head of Design will lead a team to drive design strategy for the estate planning platform, ensuring customer-focused solutions and alignment with business goals through collaboration with product teams.