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As a Lead Software Engineer, you will optimize the pre-purchase experience, implement AI-driven onboarding solutions, and enhance application performance while collaborating across teams to improve user conversion rates and experiences.

The GL Accountant will manage day-to-day accounting tasks, maintain the general ledger, prepare financial statements, handle audits, and ensure compliance with GAAP while improving accounting processes.

The General Counsel will oversee the legal function, provide strategic guidance on regulatory compliance, and manage an in-house legal team at Trust & Will.

The Senior Product & Growth Analyst will lead the analytics behind Trust & Will's growth, focusing on conversion, retention, and lifetime value analysis. Responsibilities include building predictive models, conducting experimentation, and delivering data-driven recommendations to stakeholders. The role involves collaborating across product, marketing, and growth teams, with a strong emphasis on user behavior and funnel analysis.

Responsible for scaling enterprise revenue within the advisor channel by managing complex sales cycles, building partnerships with RIAs and broker-dealers, and executing account-based sales strategies.