About Wealth.com
Wealth.com is the industry's leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company's Best Workplaces for Innovators!
Role Overview
As a Senior Data Analyst, Product, you will partner with our product team to strengthen data-informed decision making by defining sharp success metrics. You will dive deep into our transformation and reporting platforms to improve self-service through AI and traditional dashboards, while also delivering ad hoc analyses to guide product development.
What You'll Do
Develop and maintain key performance metrics and dashboards to track success metrics across our product
Analyze product usage and revenue data to identify trends, opportunities, and areas for improvement
Accelerate AI self-service in our intelligence layer: Omni and Amplitude
Research and implement best practices to enhance AI reporting accuracy and reliability
Provide actionable insights to senior leadership and business stakeholders to inform decision-making
Refine ambiguous questions and generate new insights through a deep understanding of the data, our customers, and our business
Ability to translate technical and quantitative analyses into digestible and actionable recommendations
What You'll Bring
4+ years of experience in analytics or strategic role at a technology company
Strong SQL and dbt skills
Prior experience with Omni (or similar BI tools)
Understanding of SaaS business models and product metrics
Very strong organizational skills
Strong communication skills
Experience optimizing context for and output of AI analytical systems
Benefits & Perks
Hybrid work arrangement in New York City (3x a week)
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% company-paid basic life insurance, short-term and long-term disability insurance.
100% paid parental leave upon eligibility.
Company equity managed through Carta.
401k with match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Skills Required
- 4+ years of experience in analytics or strategic role at a technology company
- Strong SQL skills
- Strong dbt skills
- Prior experience with Omni or similar BI tools (e.g., Amplitude)
- Understanding of SaaS business models and product metrics
- Experience optimizing context for and output of AI analytical systems
- Ability to translate technical and quantitative analyses into digestible recommendations
- Very strong organizational skills
- Strong communication skills
Wealth Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth and has not been reviewed or approved by Wealth.
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Inclusive Benefits Coverage — Health coverage is described as full medical, dental, and vision “for you and your family,” indicating dependent eligibility. The phrasing is noted as more generous than the typical employee‑only baseline.
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Retirement Support — A 401(k) with 100% company match and immediate vesting from day one is explicitly advertised. This day‑one vesting is characterized as an unusually employee‑friendly design and is called out repeatedly in company materials.
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Leave & Time Off Breadth — The package includes flexible/unlimited PTO, paid holidays (including your birthday), and paid parental leave. These offerings span rest, holidays, and family time.
Wealth Insights
What We Do
Wealth.com is the industry’s leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to the most sophisticated estate strategies. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, the 2024 Best Technology Provider in the Trust category, and #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
Why Work With Us
We are about 150 people and our platform already supports thousands of wealth management firms, so there is more to own here than at most places. You will work with engineers, lawyers and tax experts on problems where a wrong answer has real consequences.
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