Wealth.com Jobs

Open positions at Wealth.com, newest first. Each listing links to the company's own application page.

Open positions
18

Newest Wealth.com openings

  • Remote (US) · 5 days ago

    Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to…

  • New York, NY · 16 days ago

    Wealth.com is the industry’s leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to…

  • New York City, NY (Hybrid) · 19 days ago

    Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As…

    • Full-time
    • Senior
    • 5+ years
    • client account management
    • SaaS platform onboarding
    • cross-functional coordination
  • New York, NY (On-site) · 19 days ago

    Wealth.com is looking for a GTM Engineer to build and maintain the automation and integration layer that powers our revenue operations.

    • Full-time
    • Senior
    • 2+ years
    • Salesforce administration
    • API integrations
    • workflow automation
  • Tempe, NY (Hybrid) · 20 days ago

    Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As…

    • Full-time
    • Senior
    • 4+ years
    • SQL
    • Python
    • dbt
  • New York, NY (Hybrid) · 22 days ago

    Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to…

    • Full-time
    • Executive
    • customer success operations
    • support and onboarding leadership
    • lifecycle program design
  • Tempe, NY (Hybrid) · 30 days ago

    Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As…

    • Full-time
    • Mid-level
    • 3+ years
    • TypeScript
    • REST/gRPC API design
    • PostgreSQL
  • Tempe, NY (Hybrid) · 30 days ago

    Wealth's mission is to deliver a revolutionary financial and estate management platform for the modern world.

    • Full-time
    • Lead / Staff
    • 10+ years
    • information architecture
    • user research
    • usability testing
  • New York, NY · 30 days ago

    Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to…

  • Remote (US) · 30 days ago

    Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining…

    • Full-time
    • Entry level
    • 3+ years
    • customer support
    • technical troubleshooting
    • knowledge base authoring
  • New York, NY (Hybrid) · 30 days ago

    Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As…

    • Full-time
    • Senior
    • 5+ years
    • client account management
    • onboarding and deployment
    • cross-functional coordination
  • New York, NY (Hybrid) · 30 days ago

    We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team, reporting directly to the Director of Product Marketing.

    • Full-time
    • Senior
    • 5+ years
    • B2B SaaS product marketing
    • go-to-market strategy
    • sales enablement content
  • New York, NY (Hybrid) · 30 days ago

    Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As…

    • Full-time
    • Senior
    • 5+ years
    • TypeScript
    • REST/gRPC API design
    • PostgreSQL
  • Remote (US) · 30 days ago

    We are seeking a motivated and inclusive Business Development Representative to join our team.

    • Full-time
    • Mid-level
    • 3+ years
    • Salesforce
    • Outreach.io
    • ZoomInfo
  • Remote (US) · 30 days ago

    Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to…

  • New York, NY (Hybrid) · 30 days ago

    We are seeking a Paralegal to join our team and work directly alongside our Associate Counsel and senior legal staff.

    • Full-time
    • Mid-level
    • 3+ years
    • transfer taxes
    • Form 706
    • Form 709
  • Tempe, NY (Hybrid) · 30 days ago

    Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world.

    • Full-time
    • Lead / Staff
    • 10+ years
    • SaaS product management
    • enterprise customer discovery
    • product requirements definition
  • Tempe, NY (Hybrid) · 30 days ago

    Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As…

    • Full-time
    • Entry level
    • TypeScript
    • REST/gRPC API design
    • relational and NoSQL databases

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