Wealth.com

Supporting account transitions, managing client data updates, and collaborating with teams to ensure smooth client experiences. | 1-3 years of client service or administrative operations experience, strong attention to detail, and ability to learn new systems quickly. | Title: Account Support Specialist Location: Remote About Us 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 the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity The Account Support Specialist is responsible for supporting Account Management by executing critical client and advisor administrative workflows. This role ensures seamless account transitions, accurate provisioning, and efficient internal processes that enhance the overall client experience. This position is essential to maintaining a smooth and scalable client journey. Your Responsibilities 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. Qualifications: 1–3 years of experience in client services, administrative operations, or similar roles. Strong attention to detail and ability to manage multiple tasks simultaneously. Comfortable using internal systems and learning new technology quickly. Excellent communication skills and ability to work cross-functionally. Compensation & Level $66,000 - $75,000, Base Salary Competitive base salary, performance-based incentives, and meaningful equity participation. Benefits & Perks Competitive Salary. Fully remote, flexible work environment. We do however meet together in person several times a year. Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability 100% Paid Parental Leave upon eligibility Company equity managed through Carta. 401k with Match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Free estate planning for life! Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

Designing inclusive, scalable digital experiences across multiple platforms, evolving design systems, and collaborating with cross-functional teams. | 6+ years of product design experience with mastery in Figma, strong understanding of accessibility, and experience designing across multiple touchpoints. | Title: Senior UX Product Designer Location: Remote About Us Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. We are looking for a Senior UX Product Designer who brings exceptional craft, strong systems thinking, and the creative instinct to turn complexity into clarity. You’re a master at your craft. You design with intention, prototype with speed, and know how to create real moments of delight in even the most functional flows. You see the world in design tokens, and you bring joy through motion, gamification, and thoughtful interaction. If you thrive in ambiguity and build for clarity, we want to meet you. What You'll Do 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 What We're Looking For 6 or more years of product design experience with a portfolio that demonstrates depth in systems thinking, interaction, and visual design Mastery of Figma, including components, variants, and prototyping Strong understanding of accessibility standards and inclusive design principles You think in design systems and see the world in tokens, patterns, and reusable foundations Experience designing across multiple touchpoints including web, mobile, voice, and emerging interfaces A thoughtful approach to using motion and microinteractions to guide and engage users Familiarity with gamification principles and a strong sense for where they add real value Comfort using AI tools to move faster from concept to prototype and bring new ideas to life What Sets Us Apart Culture is our advantage. At Wealth.com, design is a shared language. We work in the open, share early, and iterate often. We encourage smart risks, move quickly, and support one another through the unknown. Everyone is part of the design process. We're looking for someone who thrives in that environment — someone who enjoys designing alongside others, giving thoughtful feedback, and coaching teammates to do their best work. You believe great ideas can come from anywhere and love helping others discover and build them. Bonus Points If You Have Experience in fintech, legal tech, or regulated platforms Familiarity with AI, AR, or VR design A background in scaling design systems across large teams or products Confidence working closely with engineers to ship highly polished experiences Benefits & Perks Competitive salary. Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year. Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. 100% company-paid basic life insurance, short-term and long-term disability insurance. 100% paid parental leave upon eligibility. Company equity managed through Carta. 401k with match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

Drive AI product strategy, scope and prioritize features, and lead product launches for the Ester AI platform. | 8+ years in product/project management with AI/ML experience, technical fluency in AI lifecycle, and experience in fast-paced environments. | Title: Product Manager, AI Location: Hybrid- NY, NY or Hybrid- Tempe, AZ About Us Wealth.com is the industry’s leading estate planning platform, empowering more than 1,500 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world. At the heart of our innovation is Ester®, the most powerful AI ever deployed in estate planning. Ester is a proprietary AI engine that reads, extracts, and summarizes complex legal documents—turning hundreds of pages of legalese into actionable data and elegant visualizations. We are looking for a Product Manager, AI to drive the product strategy and execution for our AI product, Ester. This is a high-impact leadership role where you will own the vision for how AI transforms the estate planning journey—from document ingestion and legal data extraction to agentic workflows and client-facing insights. As the PM for Ester, you will bridge the gap between cutting-edge LLM research and real-world legal complexity. You will work at the intersection of applied AI and legal expertise to build the "intelligence layer" that powers the entire Wealth.com ecosystem. Key Responsibilities 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 Qualifications 8+ years of product, project management or an equivalent experience, with a proven track record of leading AI/ML products from concept to scale. Deep Technical Fluency: You understand the end-to-end AI lifecycle, starting from intelligent data ingestion (OCR/Document AI) through to LLM orchestration. You are proficient in multimodal RAG (incorporating scanned PDFs and images), prompt engineering, and model fine-tuning. You can lead technical discussions with AI researchers on optimizing extraction accuracy and model evaluation. Experience working in a fast paced, unstructured environment with a strong sense of self-ownership and accountability Strong ability to analyze, interpret, and draw meaningful insights from data Deep experience with customer-driven innovation and hypothesis-driven experimentation and user interview testing Ability to gather and transform business requirements and market needs into a successful product strategy A “Founder” mentality - proactive, passionate, resourceful, and results-oriented Bachelor’s degree or relevant years of experience Benefits & Perks Competitive salary. Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year. Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. 100% company-paid basic life insurance, short-term and long-term disability insurance. 100% paid parental leave upon eligibility. Company equity managed through Carta. 401k with match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

Manage risk assessments, lead audits, and develop security policies to ensure regulatory compliance. | 5+ years in Information Security with expertise in GRC frameworks, security auditing, and understanding of enterprise technology and cloud environments. | Title: Senior GRC Analyst Location: Hybrid- New York, New York About Us Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity We are seeking a highly motivated and experienced Senior Governance, Risk, and Compliance (GRC) Analyst to join our team. In this pivotal role, you will help safeguard our high-impact operations, manage risk, and ensure we adhere to the complex regulatory landscape of the fintech industry. You will act as a subject matter expert, translating complex requirements into actionable controls and promoting a security-first culture across the organization. Key Responsibilities 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. Required Skills and Experience 5+ years in Information Security with a focus on GRC or security auditing in a regulated industry. Expertise in GRC frameworks such as NIST CSF, ISO 27001, SOC 2, PCI DSS, and relevant financial regulations. Understanding of enterprise technology, cloud environments, network security, and data protection. Strong analytical, problem-solving, and communication skills. Preferred Qualifications Professional certifications like CISSP, CISA, CRISC, or CISM are a plus. Experience with GRC tools such as ServiceNow, Archer, or MetricStream. A Bachelor's degree in a relevant field. Benefits & Perks Competitive salary. Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year. Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. 100% company-paid basic life insurance, short-term and long-term disability insurance. 100% paid parental leave upon eligibility. Company equity managed through Carta. 401k with match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.