Wealth Jobs in United States

The Legal Operations Manager will enhance the efficiency and effectiveness of our legal department by optimizing processes, managing technology solutions, and coordinating cross-functional alignment within the company's digital estate planning platform. · ...

We are seeking a highly motivated and experienced Senior Governance, Risk, · and Compliance (GRC) Analyst to join our team.Manage information security · & third-party risk assessments. · Lead internal · & external audits. · ...

We are seeking a Support Associate to join our team. This role will involve responding to individual client support issues via phone, email and live chat within our estate planning product. · ...

We are seeking a Senior Product Owner to join our growing product team. · You'll play a critical role in ideating, validating, and bringing to life advanced planning solutions for financial advisors. · Drive Product Strategy: Own the end-to-end product lifecycle for key areas of ...

Job summary · We are seeking a highly motivated and experienced Senior Security Engineer to join our dynamic security team. This pivotal role involves leading the design, implementation, · & maintenance of robust security measures to protect sensitive financial data and transacti ...

About Us · 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. · We are seeking an Applied Scientist with a strong software engineering foundation to build the ...

At is building the future of multi-generational wealth strategy. As a Senior Sales Engineer, you will be the technical architect of our Tax Planning suite. · ...

We are seeking a highly skilled and detail-oriented legal professional to join our team as Private Wealth Counsel. · Conduct detailed reviews and provide clear and concise summaries of estate plans for UHNW clients. · Provide full product life-cycle counseling. · ...

We are seeking an Applied Scientist with a strong software engineering foundation to build the next generation of legal and financial AI. In this role, you will move beyond theoretical knowledge and focus on the practical application of building, scaling, and maintaining robust, ...

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. · We are looking for a Product Manager, AI to drive the product strategy ...

Wealth 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. · Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. · The ...

+Job Summary · We are seeking a highly motivated and experienced Senior Governance, Risk, and Compliance (GRC) Analyst to join our team. · ...

We are building the future of multi-generational wealth strategy. · A Technical Subject Matter Expert: You possess deep "under-the-hood" knowledge of the U.S. tax code (Form 1040, W-2, · Schedule K-1 nuances). · ...

Wealth is the industry's leading estate planning platform. The Director of Product & Lifecycle Marketing owns how customers discover, understand, adopt, expand, and advocate for the platform. · ...

Wealth 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.Wealth enables firms to drive scale, · efficiency and measurable client impact. · ...

Wealth 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. · Wealth is looking for a Product Manager, AI to drive the product strategy and execution for our AI ...

We are seeking a Senior Product Manager to join our growing product team. You'll play a critical role in ideating, validating, and bringing to life advanced planning solutions for financial advisors. · Drive Product Strategy: Own the end-to-end product lifecycle for key areas of ...

+Job summary · We are looking for an AI/ML intern to gain practical experience in the field of Large Language Models (LLM), Computer Vision (CV) and Natural Language Processing (NLP). The intern will work collaboratively with Software Engineers and other Applied Scientists to pur ...

We are seeking an Event Coordinator to support and execute 's growing portfolio of in-person and virtual events. · Plan and execute in-person events that support 's brand, pipeline, and partner objectives. · ...

We are seeking a highly skilled and detail-oriented legal professional to join our team as Private Wealth Counsel. As an integral member of our legal department,Create estate plan reports for blue chip customers' most important clients and develop estate planning and transfer tax ...