Jobs at Wealth

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.

The Applied Scientist AI/ML Intern will work on building data pipelines, finetuning LLMs, and deploying AI models in a collaborative team environment.

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

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.

Design, build, and operate multi-region cloud infrastructure (primarily AWS, some GCP) using IaC (CDK, Terraform), CI/CD, serverless and container platforms, monitoring/logging, security/compliance, and cost optimization while supporting production reliability and developer integration.

Build and maintain GTM automation and integrations across Salesforce and sales stack tools; implement LLM-assisted workflows; ensure data accuracy, reporting, and revenue operations reliability; handle Salesforce admin, data hygiene, and API/webhook integrations.

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.

Own and operate the GTM systems, data, and automations powering acquisition, conversion, and retention. Design GTM architecture, build integrations and AI-assisted workflows, manage DealHub pricing/approval playbooks, ensure Salesforce data integrity, and deliver dashboards to surface pipeline and revenue trends while partnering with sales, marketing, finance, and leadership.

Manage high-volume inbound and outbound leads to generate qualified meetings and pipeline. Collaborate with Sales, Marketing, and Product, meet monthly/quarterly targets, use CRM and prospecting tools, conduct outreach (calls, email, LinkedIn), track opportunities, and maintain reporting and account lists.

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.