Jobs at Wealth

Lead the product strategy for Ester, an AI product. Manage product development, collaborate with engineering, enhance user experience, and drive product launches while analyzing data to refine offerings.

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.

Build and operate Wealth.com’s People programs and systems, including onboarding, performance management, compensation, leveling, dashboards, and workforce analytics. Partner closely with the Chief People Officer, use AI and automation to streamline operations, launch programs through their first cycles, create runbooks, and transition mature programs to the People Operations team.

Manage a portfolio of enterprise accounts, serving as the primary client contact and strategic advisor. Own post-sale deployment, adoption, retention, renewals, and expansion while monitoring account health and identifying growth opportunities. Lead business reviews, maintain account plans and forecasts, and coordinate with Product, Engineering, Support, Compliance, and Sales to resolve issues and deliver client outcomes. Build relationships with institutional financial clients and improve scalable retention and expansion practices.

Manage a portfolio of mid-market financial services accounts as the primary post-sale owner. Drive deployment, adoption, retention, renewals, expansion, and measurable client value. Develop account strategies, monitor client health and usage, lead business reviews, manage commercial conversations, and coordinate with Product, Engineering, Support, Compliance, and Sales. Maintain account plans, forecasts, opportunity tracking, and documentation while identifying scalable best practices.

Partner with product to define success metrics, build and maintain dashboards, analyze product usage and revenue, improve AI self-service in Omni/Amplitude, deliver ad hoc analyses, and present actionable insights to leadership.

Drive net-new revenue across an assigned western territory by prospecting, qualifying, and closing financial advisory firms. Manage pipeline, deliver presentations and demos, cultivate named accounts, coordinate with BDRs and cross-functional teams, attend events, and forecast to meet sales targets while providing consultative client education.

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.

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.

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.