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

Talent Acquisition Manager

Account Support Specialist

SMB Account Manager

Tax Planning Sales Engineer

Senior UX Product Designer

Quality Assurance Analyst