Wealth.com

Paralegal

• Serve as the first point of contact for advisor and end-user questions with a legal, estate planning, or transfer tax component, providing clear and accurate responses
• Triage and escalate complex legal questions to Associate Counsel and senior counsel with proper context and documentation
• Support the Associate Counsel in reviewing estate plans for ultra-high-net-worth (UHNW) clients, with a focus on document preparation, organization, and drafting summaries
• Apply working knowledge of transfer tax concepts — gift tax, estate tax, GST, and the mechanics of Forms 706 and 709 — to customer questions and document review
• Help maintain legal templates, knowledge base articles, and FAQ documentation related to estate planning workflows across all 50 states and DC
• Partner with the Customer Support team to resolve tickets within support team workflows that require legal subject matter input and help them upskill on common estate planning and transfer tax concepts
• Contribute to the ongoing improvement of our AI support systems by flagging common legal inquiries, providing feedback on bot responses, and identifying use cases where AI can assist with first-line legal support
• Stay current on developments in trusts and estates, wealth transfer, and tax-driven planning
• Travel occasionally to customer on-sites, trainings, and company retreats as needed

Paralegal, Estate Planning

Product Marketing

• Own positioning, messaging, and go-to-market strategy for Wealth.com's product suite, with a growing focus on our enterprise segment as you ramp into the role
• Lead end-to-end product launches from positioning and messaging to internal enablement and external communications
• Partner cross-functionally with Product, Sales, and Customer Success to ensure new features and products land clearly with enterprise clients and drive adoption
• Build and execute lifecycle and email marketing campaigns that support activation, adoption, and retention across the client journey
• Develop and maintain sales enablement assets (competitive battlecards, talk tracks, and collateral) that help our sales and CS teams win and grow enterprise accounts
• Conduct competitive analysis and voice-of-customer research to sharpen positioning and inform roadmap and GTM decisions
• Leverage AI tools to accelerate research, content development, and campaign execution, continuously looking for ways to do more with a lean team
• Represent the voice of the enterprise customer internally, ensuring their needs and feedback shape both product and go-to-market strategy

Senior Product Marketing Manager

Financial Planning and Analysis

• Help design, implement, and manage the company's continuous rolling forecast and financial planning processes
• Champion the use of modern AI workflows (specifically leveraging Claude and Gemini) to automate manual inputs, streamline coding scripts for data manipulation, and run real-time scenario planning
• Construct sophisticated, scalable financial models from scratch to backstop proposed business development, pricing strategies, and core corporate strategic initiatives
• Gather, synthesize, and translate complex financial results into clear, narrative-driven insights and presentations for the leadership team and Board of Directors
• Collaborate closely with functional departments to aggregate financial and operational data, map business trends, and identify critical optimization opportunities
• Partner directly with the Accounting team to streamline monthly, quarterly, and year-end close cycles by ensuring tight integration between financial models and actual system results
• Manage key inputs for the company's operating model
• Support the Sales and Product teams through deep financial analysis
• Prepare reports for the leadership team
• Assist the Accounting team with monthly, quarterly, and year-end closings of the books and records

Senior Manager, Financial Planning – Analysis

Data Analyst

• 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, customers, and business
• Ability to translate technical and quantitative analyses into digestible and actionable recommendations

Senior Data Analyst, Product

Product Designer

• You will own real problems end to end. You will take an ambiguous need, frame it, and ship the experience that makes value land in the first few moments.
• You will design for intelligence. You will shape how AI manages and surfaces complex data, and how we build on top of it so the product feels effortless.
• Much of the work means taking dense financial and legal information and designing an experience that lets a person grasp it in seconds.
• The goal is a product so easy to use that advisors stop thinking about the software and focus entirely on their clients.
• This is a senior individual contributor role. You lead through your work and your influence, not by managing people.
• You will raise the standard around you, give feedback that sharpens other designers' work, and help the team hold its own bar.

Senior Product Designer, AI-Native Product

General

• Responding to individual client support issues via phone, email, and live chat within our estate planning product. Our support team are the experts behind the scenes that work in the moment to help educate and support our customers and their clients.
• Follow documentation and training materials to diagnose, resolve and escalate client support tickets when necessary. You'll listen, empathize, be patient, and problem-solve.
• Support escalation of user or partner issues, coordinate critical resources in the escalation process, and assist with issues through resolution.
• Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team.
• Assist in creating and maintaining Knowledge Base / FAQ documentation to answer common support questions.
• Actively contribute to the ongoing improvement of our AI support systems. This includes analyzing common customer inquiries to train the chatbot, providing feedback on bot responses, and helping to identify new use cases for AI to enhance customer service efficiency.
• Communicate effectively, adapt to working environments and team priorities. Utilize Intercom, SalesForce, ChurnZero and/or other tools to keep track of support tickets.
• Display great organization skills and great attention to detail.

Support Team Associate

DevOps Engineer

• Architect and maintain cloud-native infrastructure on AWS (Lambda, AppSync, DynamoDB, RDS, S3) and GCP (GKE, Cloud Run) using AWS CDK and Terraform, emphasizing multi-region setups for scalability, resiliency, and performance.
• Design and implement CI/CD pipelines with GitHub Actions and AWS CodePipeline for efficient, reliable deployments. Build serverless and containerized solutions to support scalable, cost-effective systems.
• Optimize multi-region configurations to balance high availability, fault tolerance, and cost efficiency while meeting compliance (e.g., SOC 2, PCI DSS).
• Implement and manage monitoring and log management solutions using tools like Datadog, Cloudwatch Logs, ensure observability and rapid issue resolution.
• Collaborate with developers to integrate DevOps practices, including automated testing, monitoring, and observability.
• Collaborate with engineering and security teams to ensure robust infrastructure security and compliance.
• Troubleshoot and resolve infrastructure and application issues across production and non-production environments.
• Drive cloud cost optimization strategies and adopt best practices for performance, resiliency, and log management.

Senior Software Engineer, DevOps

Full-stack Engineer

• Build and maintain automated workflows across our GTM stack.
• Own the integration layer between Salesforce, Outreach, Gong, ChiliPiper, DealHub, and other tools in the stack
• Build and maintain API connections, webhooks, and data syncs that keep our systems in agreement
• Identify and automate manual processes across the sales and marketing motion
• Handle day-to-day Salesforce administration including object configuration, flows, workflow rules, and permission sets
• Support data hygiene initiatives including deduplication, enrichment, and validation rules
• Assist in implementing data model changes as the business evolves
• Implement LLM-assisted automations including call summaries, enrichment pipelines, and follow-up draft generation
• Maintain and iterate on prompt-based workflows under the direction of the Director
• Evaluate and integrate AI tools into existing workflows as the stack grows
• Own the accuracy of data flowing between systems including audit processes and alerting for data breaks
• Build and maintain enrichment pipelines that keep account and contact data current
• Support attribution reporting and pipeline analytics

GTM Engineer

Revenue Operations

• Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them
• Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems
• Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves
• Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified
• Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts
• Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use
• Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack
• Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management
• Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team
• Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership
• Own the integrity of Salesforce including data standards, hygiene, object model, and governance
• Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends
• Partner with leadership to close gaps in the data model and improve attribution visibility
• Automate manual data workflows to reduce errors and free up rep capacity

Director, Revenue Operations

Business Development Rep

• Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
• Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team.
• Collaborate with Sales and other stakeholders on reporting and analysis.
• Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities.
• Generate qualified meetings and sales pipeline within strategic and targeted accounts.
• Manage target account lists and drive a comprehensive demand generation plan.
• Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
• Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects.
• Keep up to date with the financial technology industry and competitive landscape.
• Demonstrate a clear understanding of sales processes and product and service value propositions.
• Prioritize client needs and ensure a positive experience throughout the sales process.

Business Development Representative

Director

• Own and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizations
• Develop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value drivers
• Act as a strategic thought partner, advising on how to best leverage our platform within their broader ecosystems
• Anticipate customer needs and proactively shape opportunities for expansion and impact
• Own post-implementation adoption and value realization, co-defining and tracking success metrics
• Identify and remove barriers to adoption within complex operating environments
• Ensure delivered solutions translate into measurable business impact, not just successful implementation
• Remove blockers in production by ensuring feedback and bugs are reported and resolved in a timely manner
• Create and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholders
• Translate client goals and constraints into clear, actionable strategic plans
• Lead zero-to-one initiatives, including new product implementations, workflows, and experiences that may not have precedent within the customer organization or segment
• Drive execution across ambiguous environments, ensuring progress despite evolving requirements or unclear paths
• Balance long-term strategic vision with near-term deliverables and milestones
• Establish structure, operating cadence, and decision frameworks in complex, multi-stakeholder environments
• Serve as the voice of the customer in product roadmap discussions, ensuring customer workflows, constraints, and value drivers are clearly represented
• Translate emerging capabilities (e.g., AI, income tax planning) into frameworks that stakeholders can evaluate and adopt with confidence
• Navigate customer data sharing, privacy, and legacy system constraints to enable scalable solutions
• Surface and resolve misalignment early to maintain execution momentum
• Partner with Charles Schwab’s cross-functional teams (e.g., strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loops
• Serve as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer Success
• Influence internal priorities based on Charles Schwab’s feedback and needs
• Drive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, and trade-offs
• Lead complex, multi-threaded initiatives with competing priorities and stakeholders
• Establish clear timelines, milestones, and accountability structures
• Identify risks early and proactively develop mitigation strategies
• Ensure seamless execution from strategy through implementation and adoption
• Create and deliver compelling presentations for both internal and external audiences
• Distill complex concepts into clear, actionable narratives for executive stakeholders
• Regularly communicate progress, insights, and recommendations at the leadership level.

Director of Strategic Accounts

Support Engineer

• Maintain an inventory of installed software, managing software licensing, and creating policies and procedures for upgrades
• Analyze and make recommendations for hardware and software standardization
• Create user accounts and manage access control based on company policies
• Maintain, analyze, and repair hardware and software systems
• Respond to tickets in Jira, and troubleshoot and resolve problems on time
• Support and enforce information technology (IT) policies
• Set up and configure new systems (Mac and PC), applications, and upgrades
• Manage user account information, permissions, and rights, including groups
• Document standard procedures and processes
• Partner with HR and Security for onboarding of new employees
• Work with laptop vendors to order new laptops as needed
• Help Wealth.com employees with any technical issues
• Train end-users on best practices for using various IT systems, software, and devices.
• Provide support for office equipment (printers, scanners, and other peripherals), ensuring that all devices are functioning optimally and resolving any technical problems.
• Write and maintain basic scripts (PowerShell, Bash, or similar) to automate tasks and improve system efficiency.