Wealth Strategy Architect, Financial Intelligence

Monstro

Wealth Strategy Architect ensuring institution-grade financial logic for Monstro's AI-powered finance. Defining frameworks and guiding product teams in comprehensive wealth management.

Posted 5/26/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $232,000 - $291,000 per yearWebsite

About the role

Key responsibilities & impact

Define the financial framework foundation
Establish the wealth strategy and provide expertise to the product and engineering team
Translate financial expertise into clear principles and structured guidance
Document and clarify interactions that most AI systems get wrong
Identify where structured, rules-based guidance is appropriate and where expert review is required
Act as the senior subject matter expert reviewer for early advice frameworks
Serve as expert, challenger, and gatekeeper to ensure guidance accuracy

Requirements

What you’ll need

JD / Attorney, ideally with tax or estate specialization
CPA or CPA/PFS
CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA)
LL.M. in Taxation
AEP® (Accredited Estate Planner), particularly at the Distinguished level
Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner
Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains
Demonstrated experience in estate planning and legal structures
Broad financial planning background beyond a single specialty
Strong academic and technical foundation; comfort with precision and documented reasoning

Benefits

Comp & perks

Competitive salary
Equity
Robust benefits package
Paid health insurance
Paid vision insurance
Paid dental coverage
Paid disability coverage

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial frameworkwealth strategytax expertiseestate planninglegal structuresfinancial planningrules-based guidanceexpert reviewdocumented reasoning

Soft Skills

clear communicationexpertisestructured guidanceaccuracychallenger mindset

Certifications

JDCPACPA/PFSCFP®LL.M. in TaxationAEP®