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Financial Services
Lead the development and execution of demand generation strategies to drive growth. Oversee campaigns across various channels, ensuring brand adherence and optimizing performance metrics.
Financial Services
As a Senior Software Engineer at Wealth.com, you will design, develop, and maintain software solutions, collaborate with teams to deliver features, and mentor junior engineers. You will specialize in either frontend or backend development, implementing technologies such as React or C#/.NET, while ensuring code quality and optimizing applications for performance.
Financial Services
As a Software Engineer II, you will design, develop, and maintain high-quality software solutions, collaborate with teams to build scalable applications, ensure code quality, and stay updated with industry trends. You may specialize in frontend or backend development, focusing on technologies like React, Typescript, and various database systems.
Financial Services
As a Software Engineer I at Wealth.com, you will design, develop, and maintain high-quality software solutions while collaborating with cross-functional teams. You will either focus on Frontend development using React and Typescript or Backend development with C#/.NET and GraphQL, ensuring code quality and performance optimization.
Financial Services
As a Client Success Manager at Wealth.com, you will build and maintain relationships with small to medium-sized clients, ensuring their successful adoption of the Wealth.com platform. You will oversee client engagement throughout their lifecycle, manage renewals, and collaborate across departments to enhance client satisfaction and drive revenue growth.
Financial Services
As the VP of Wirehouse & Key Accounts, you will define and execute sales strategies aimed at premier wirehouses, engage with C-level executives, manage full-cycle sales processes, lead negotiations, build a sales team, and collaborate cross-functionally to drive market penetration and revenue growth.
Financial Services
The Applied Scientist will apply advancements in AI technologies such as LLMs, CV, and NLP within the estate planning sector. Responsibilities include fine-tuning and integrating AI models, building Q&A frameworks, and collaborating with engineers to enhance AI quality in production systems.
Financial Services
The Technical Support Specialist at Wealth.com will manage software installations, respond to technical issues, and support employee onboarding. This role involves troubleshooting both Mac and Windows systems, managing user accounts, documenting processes, and training staff on IT best practices.
Financial Services
The Senior Applied Scientist will leverage advancements in AI/ML, especially in Large Language Models, Computer Vision, and Natural Language Processing, to build complex legal AI agents. Responsibilities include finetuning LLMs, designing scalable frameworks, managing datasets, collaborating with product teams, and leading projects from conception to execution.
Financial Services
The Product Marketing Manager at wealth.com will develop and execute go-to-market strategies, collaborate with sales and customer success teams, conduct market and competitive analysis, and create messaging and marketing collateral that communicates the value of the company’s products to financial advisors and clients.
Financial Services
As the Regional Sales Manager for the Northwest region, you will drive revenue generation by identifying qualified leads, overseeing sales activities, and managing relationships with customers to achieve sales targets. You will engage in strategic sales opportunities, network through various channels, and deliver compelling presentations. Experience in fintech is preferred, and the role requires a consultative sales approach while collaborating with partners across the organization.