The Role
The role involves coding in SQL and Python, data modeling with dbt, analysis for insights, and data visualization using tools like Looker.
Summary Generated by Built In
Wealth.com is the industry’s leading estate planning 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!
We are looking to hire an excellent Senior Data Scientist or Senior Analytics Engineer to join our Analytics team. Typical work for the Analytics team includes insights and analysis work, managing and modeling data in our data warehouse, reporting, and data visualization.
Note: This is not a machine learning or predictive modeling role.
Responsibilities:
- Coding: Write code in SQL and Python, including for ad hoc analyses, basic ELT pipelines, and more
- Data modeling: Use dbt to model data in our warehouse; turn raw data into usable data
- Analysis and insights: Prepare and analyze data in order to provide clear and actionable insights to the business
- Communication: Effectively communicate your work with team leads and cross-functional stakeholders on a regular basis
- Data visualization: Use software (e.g., Looker, Python) to create diagrams, graphs, charts, and dashboards to represent trends and predictions
Bonus Points:
- Experimentation: Design and analyze A/B experiments to evaluate the impact of changes and optimize our risk actions
Qualifications:
- A bachelor’s degree in statistics, data science, or similar STEM field with 5+ years of experience in a relevant role OR
- A graduate degree in statistics, data science, or similar STEM field with 3+ years of experience in a relevant role
- Advanced proficiency with SQL and data visualization tools (e.g. Tableau, Looker, etc)
- Experience with scripting and data analysis using Python
- Experience with using dbt for data modeling
Why you'll love working for wealth.com
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
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.
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.
Top Skills
Dbt
Looker
Python
SQL
Tableau
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The Company
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.
