Wealth.com

New HybridNorth AmericaFull-time

7 days ago

GTM Engineer

AI Analytics API Automation Fintech +8 skills

is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched…

New HybridNorth AmericaFull-timeSenior

last week

Sr Data Engineer

AI Airflow Analytics AWS Cloud +9 skills

About Us: 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…

HybridNorth AmericaFull-timeC-level

2 weeks ago

Head of Customer Experience

About 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 clients. Purpose-built for financial…

HybridNorth AmericaFull-time

Technical Account Manager, Institutional

AI Process Improvement SaaS

About Us 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…

HybridNorth AmericaFull-timeStaff

Staff Product Manager

About Us is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, combines proprietary AI with deep technical expertise to serve the needs of clients across the…

HybridNorth AmericaFull-timeSenior

Senior Software Engineer

AI API Api Design AWS Azure +22 skills

About Us 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…

HybridNorth AmericaFull-timeStaff

Staff Product Designer

Accessibility AI Analytics Fintech Information Architecture +4 skills

About Us is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, combines proprietary AI with deep technical expertise to serve the needs of clients across the…

HybridNorth AmericaFull-timeSenior

2 months ago

Senior Technical Program Manager

AI API Fintech Go-to-Market Program Management +1 skills

About 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 clients. Purpose-built for financial…

HybridNorth AmericaFull-time

3 months ago

Estate Planning Paralegal

AI Anthropic Fintech NFPA SaaS +1 skills

About Us is the industry’s leading AI wealth management platform, empowering financial advisors to deliver modern, comprehensive estate and tax planning solutions to their clients. By combining cutting-edge technology,…

HybridNorth AmericaFull-timeSenior

4 months ago

Senior Product Marketing Manager

AI Analytics Canva Email Marketing Figma +5 skills

About Us is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, combines proprietary AI with deep technical expertise to serve the needs of clients across the…

HybridNorth AmericaFull-timeJunior

4 months ago

Associate Software Engineer

AI API Api Design AWS Azure +22 skills

About Us 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…

HybridNorth AmericaFull-time

6 months ago

Software Engineer