Jobs at Wealth

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.

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.

The Senior Software Engineer, AI Enablement will design and implement AI systems and tools for Wealth.com, building production-grade AI agents and enhancing workflows across various departments with a focus on quality and performance.