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
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
