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.

The Private Wealth Counsel will create estate plan reports, develop estate planning software, provide legal expertise to teams, and assist in customer training utilizing proprietary technology.

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

The Director of Product Marketing drives customer understanding and adoption of the platform, embeds with product teams, and leads marketing strategies aimed at growth throughout the customer lifecycle.

The Senior Security Engineer will lead the design and implementation of security measures, manage third-party risks, ensure compliance, and enhance incident response processes. Responsibilities include automating security operations, conducting assessments, and mentoring junior team members.

The Senior GRC Analyst will manage risk assessments, lead audits, develop security policies, and promote compliance within the organization.

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