Jobs at Wealth

Manage and grow relationships with SMB clients to drive adoption, engagement, expansion, and retention of the Wealth.com SaaS platform. Lead onboarding, perform business reviews, coordinate escalations, track account activity in CRM, and collaborate cross-functionally to meet renewal and expansion targets.

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

Lead product marketing for Wealth.coms enterprise segment, owning positioning, go-to-market strategy, launches, sales enablement, lifecycle email campaigns, competitive analysis, and cross-functional coordination to drive adoption and retention while executing hands-on marketing and leveraging AI tools.

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.

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.

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.

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.

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.

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.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.

Lead end-to-end design for an AI-native wealth management product: frame ambiguous needs, prototype with real AI, simplify dense financial and legal data into effortless advisor experiences, ship high-fidelity work, and raise design quality across the team as a senior individual contributor.

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.