Wealth.com

Recruitment

• Proactively identify and engage passive candidates through LinkedIn Recruiter, specialized networks, and creative outreach. You don’t wait for applicants; you go get them.
• Manage the entire recruitment lifecycle from intake meetings and sourcing to offer negotiations and pre-boarding.
• Evaluate our current hiring workflows and take the initiative to implement new systems, interview rubrics, and ATS optimizations that up-level our efficiency.
• Serve as a trusted advisor to hiring managers across departments, providing market insights and adjusting strategies in real-time based on business needs.
• Ensure every candidate whether hired or not, has a world-class experience that reflects our brand values.
• Own your metrics. Track and report on pipeline health, conversion rates, and time-to-fill, using data to pivot when a search gets tough.
• Work closely with the People Team to ensure a seamless handoff from "Signed Offer" to "Productive Employee."

Talent Acquisition Manager

Customer Support

• Provision and configure new advisor accounts and teams in internal systems.
• Manage advisor transitions, including moves between account managers or teams.
• Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
• Perform data updates, migrations, and account reconciliations to ensure accurate records.
• Collaborate with Account Management to prioritize and track requests, ensuring timely completion.
• Identify and escalate process issues or bottlenecks that impact client experience.
• Maintain documentation of workflows, processes, and best practices.

Account Support Specialist

Account Manager

• Responsible for maintaining and growing relationships with small to medium sized clients. This role is crucial in ensuring client satisfaction, driving revenue growth, and identifying opportunities for expansion and cross-selling.
• Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets within assigned customers
• Activities above include but are not limited to productive hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions.
• Assist in the development of Account Management Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy
• Collaborate with client to execute on goals and KPIs
• Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution
• Facilitate frequent touchpoint meetings and communications with clients.
• Communicate effectively, adapt to working environments and team priorities. Collaborate with multiple divisions and functions to coordinate the timeline of events and activities. Utilize CRM (Salesforce and ChurnZero) to keep track of key account data, activities, opportunities, and relevant notes.
• Display great organization skills and great attention to detail.

SMB Account Manager

Sales Engineer

• Expert Demonstrations: Lead deep-dive technical demonstrations of the Wealth.com platform, specifically highlighting multi-state tax scenario modeling, Quick Actions for tax strategies, and side-by-side comparisons.
• Technical Discovery: Conduct discovery sessions with prospective RIA and enterprise clients to understand their current tax planning workflows and identify how our AI SaaS solution can replace fragmented tools.
• Strategic Modeling: Help advisors visualize complex outcomes, such as the impact of Qualified Small Business Stock (QSBS), Roth conversions, and multi-generational gifting on their clients' estates.
• Technical Diligence: Manage the technical aspects of RFP/RFI responses and assist with security questionnaires for large-scale enterprise deployments.
• Product Feedback: Act as a bridge between the market and our product team, translating advisor feedback into actionable requirements for the next generation of tax and estate features.

Tax Planning Sales Engineer

Product Designer

• Design thoughtful, inclusive experiences across responsive web, mobile apps
• Own and evolve our design system to support consistency, creativity, and scalability
• Use AI tools and rapid prototyping to explore, test, and refine concepts quickly
• Collaborate with Product, Engineering, Research, and Legal to simplify complex workflows and elevate user confidence
• Introduce delight through gamification, emotion, and interaction details that turn utility into memorable moments
• Champion accessibility and raise the bar for usability and visual quality
• Mentor teammates and contribute to a high performance, high curiosity design culture

Senior UX Product Designer

QA Engineer

• Plan, write and execute functional testing, integration testing, smoke testing, regression testing, and user acceptance testing
• Implements, performs and documents assigned control reviews; performs and conducts testing based on detailed procedures and processes
• Identifies issues, exceptions and patterns, escalates to management for resolution and formally documents findings
• Identifies areas of risk and make recommendations on operational improvements, processes for compliance, quality assurance and any additional training essential to mitigate risk
• Analyze new product features and business requirements to create in depth test cases
• Testing case regression, verification, and ad hoc of newly implemented features
• Ability to manage the full life cycle of defects, from research to tracking to closing
• Identify any potential problems that users might encounter
• Collaborate daily with Product and Engineering to test
• Pull Request in staging then production

Quality Assurance Analyst

Product Manager

• Drive product development and strategy, including analysis of competitive landscape to inform Wealth's short and long-term impact.
• Scope and prioritize solutions and features based on business needs and Wealth member impact.
• Translate product strategy into detailed requirements and prototypes.
• Partner closely with engineering teams to deliver with quick time-to-market results and optimized resources.
• Gain a deep understanding of the user experience, identify and fill product gaps, and generate new ideas to improve the user experience and drive adoption of the platform.
• Drive product launches in partnership with leadership and the marketing team.
• Represent the company with users and potential users, soliciting feedback on products and services, including user interviews and testing.
• Create buy-in for the product vision both internally and with key external partners.
• Act as a product evangelist to build awareness and understanding of our platform and differentiating value proposition.
• Strong problem solving skills and willingness to tackle problems individually and collaboratively to get to the best outcome.
• Passion for using data, metrics and analysis to inform product development and adoption.

Product Manager, AI

Research Scientist

• Work with complex datasets from various sources to build Extract, Transform, and Load (ETL) data pipelines for downstream tasks
• Finetune and integrate the latest Large Language Models (LLMs) such as OpenAI/Gemini/MistralAI models into production systems.
• Train, finetune and deploy large-scale NLP and CV models to power complex document understanding experiences.
• Design and implement scalable and efficient Q&A RAG frameworks
• Collaborate with other product managers and engineers in the team to build tools to evaluate and improve the end-to-end AI quality of our production systems.
• Effectively communicating and demonstrating work to stakeholders

Applied Scientist – AI/ML Intern

General Counsel

• Conduct detailed reviews and provide clear and concise summaries of estate plans for UHNW clients, leveraging our advanced platform technology to maximize efficiency and ensure the highest standards of quality.
• Provide full product life-cycle counseling, including building scalable and efficient processes, in support of creating dynamic solutions for end users, financial advisors, attorneys and other fiduciary industry experts
• Lend legal expertise to the engineering and data science teams in developing AI tools
• Participate in customer on-sites, trainings, and other meetings as needed to help customers operationalize Wealth.com’s products; this responsibility may require travel once a month within the contiguous U.S. states
• Be responsive to customer questions
• Stay up-to-date on laws and regulations, trusts and estates, wealth transfer and tax-driven planning
• As the need arises, support the Chief Legal Officer to address legal risk in business-centric decisions, including strategic projects, contract negotiations, and product risk management

Private Wealth Counsel

Compliance

• Manage information security and third-party risk assessments and develop mitigation strategies.
• Lead internal and external audits, including evidence collection and remediation.
• Develop and maintain security standards and policies in line with regulatory requirements.
• Collaborate with internal teams to integrate security and risk management practices.
• Monitor and report on security issues, policy violations, and non-compliance.

Senior GRC Analyst

People Operations

• Develop and execute a people operations strategy aligned with business goals and company values
• Act as a strategic and operational extension of the VP of People
• Translate company strategy into scalable people programs and policies
• Collaborate on prioritization as the company scales—balancing urgency, impact, and resources
• Champion a positive, inclusive, and high-performing culture
• Design programs that support engagement, retention, and employee well-being
• Oversee onboarding, employee lifecycle processes, and offboarding
• Ensure employee feedback is gathered, understood, and acted upon
• Partner with the VP of People to design and run performance management cycles
• Coach managers on feedback, accountability, and development conversations
• Support leadership development initiatives and manager training
• Ensure performance practices are consistent, fair, and growth-oriented
• Oversee compensation philosophy, salary bands, and annual review cycles
• Manage benefits programs to ensure competitiveness, compliance, and employee understanding
• Partner with Finance and leadership on workforce planning and budgeting
• Ensure fair, consistent, and transparent pay practices
• Ensure compliance with employment laws while maintaining flexibility
• Draft, maintain, and evolve policies that reflect how we actually work
• Handle employee relations matters with discretion, empathy, and sound judgment
• Partner with the VP of People on risk mitigation and sensitive matters
• Own HR systems and day-to-day people operations
• Surface insights and trends to the VP of People and leadership team
• Continuously improve systems and processes to reduce friction
• Partner cross-functionally to eliminate silos and increase efficiency

Director of People Operations

Product Marketing

• Own the Product-Led Growth & Lifecycle Strategy
• Define and operate the system that drives:
• - Feature awareness and adoption
• - Onboarding and activation
• - Engagement and retention
• - Expansion and upsell
• Map the full customer journey and design cross-channel and in-product programs that continuously move users toward deeper value and revenue.
• Ensure that customer understanding, storytelling, and adoption are embedded directly into how the product is designed, built, and launched.
• Set the quality bar for how the product is presented visually and narratively.

Director of Product Marketing

Security Engineer

• Reduce third-party risk exposure: improve our current third-party risk assessment process to identify high-risk vendors using AI tools or automation.
• Implement comprehensive security logging and monitoring: ensure complete logging coverage across critical systems and deliver dashboards and metrics. Manage our SIEM, creating and responding to alerts.
• Create, maintain, and update company policies. Work with auditors during the annual SOC 2 audit.
• Improve our vulnerability and patch management: Create secure configuration baselines for servers, endpoints, and cloud.
• Awareness training: Create a full-year program that includes phishing campaigns and awareness training.
• Design and Implement Security Controls: Design, implement, and maintain security tools and technologies, including SIEM, EDR, firewalls, IDS/IPS, and DLP, to protect sensitive data.
• Incident Response and Threat Detection: Lead threat detection efforts, incident response, and forensic investigations.
• Vulnerability Management: Perform threat modeling and static/dynamic vulnerability assessments, and develop and implement remediation strategies for identified flaws (e.g., OWASP Top 10).
• Compliance and Auditing: Ensure compliance with regulations and frameworks. Participate in audits and provide necessary evidence and remediation plans.
• Secure Development Lifecycle (SDLC): Collaborate with engineering and DevOps teams to integrate security into CI/CD pipelines and promote secure coding best practices.
• Automation and Scripting: Develop automated solutions and use scripting (Python, PowerShell, Bash) to streamline security operations and monitoring processes.
• Mentorship and Leadership: Provide technical direction and mentorship to junior team members, helping foster a strong, organization-wide security awareness culture.

Senior Security Engineer

• Design, build, and deploy production-grade systems leveraging Large Language Models (LLMs) from providers like OpenAI, Google (Vertex AI), and Anthropic.
• Develop and scale end-to-end applications for complex document understanding, focusing on textual, financial, and tabular data. This includes building sophisticated, high-precision RAG (Retrieval-Augmented Generation) systems that are battle-tested for production traffic.
• Implement robust guardrails, validation layers, and monitoring to preemptively address model limitations, such as hallucinations, both in offline evaluation and online production environments.
• Engineer and deploy complex, multi-step AI agents, with a focus on creating agentic workflows that are scalable, maintainable, and secure, especially when handling highly sensitive client data.
• Own projects from conception to deployment, making key architectural decisions and ensuring the systems you build meet stringent requirements for latency, precision, and recall.
• Build scalable ETL (Extract, Transform, Load) data pipelines to process and prepare complex datasets for AI model consumption.
• Collaborate closely with product managers, software engineers, and other scientists to build tools, define metrics, and continuously improve the end-to-end quality of our AI systems.
• Align your technical work with business outcomes, effectively communicating the impact and performance of the systems you build to stakeholders.