The Senior Product Owner will drive product strategy, manage backlogs, champion customer needs, and lead cross-functional teams to develop advanced planning solutions for financial advisors.

As a Senior Software Engineer, you'll design, develop, and maintain software solutions, mentor junior developers, and optimize applications while collaborating with cross-functional teams.

As a Senior QA Automation Engineer, you'll design test automation strategies, develop test frameworks, and implement AI-driven testing practices for a cloud-native SaaS platform, ensuring software quality and performance.

Design and develop scalable software solutions, mentor junior engineers, participate in technical discussions, and optimize application performance.

As a Software Engineer II, you'll design, develop, and maintain software solutions, collaborate with cross-functional teams, and mentor junior engineers.

Maintain high-volume lead management and business development efforts, ensuring client satisfaction and contributing to the company's growth in the wealth management sector.

As a Software Engineer II, you will design, develop, and maintain software solutions, collaborating with teams to deliver features while mentoring junior engineers.

The Onboarding Specialist will manage client onboarding for financial advisors, ensuring a smooth setup, providing training, and facilitating handoffs to the Client Success team.

The Private Wealth Account Manager will manage client relationships, oversee onboarding, coordinate with teams, and enhance client engagement at Wealth.com.

Lead the Private Wealth team, interface with key clients, enhance software products, and drive market innovation in estate planning.

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.