Wealth Jobs in United States

is the industry's leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apar ...

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. · ...

Title: Product Manager · Location: Hybrid-New York, Tempe, or San Francisco · About Us · 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-le ...

We are looking for a motivated and experienced Quality Assurance (QA) Analyst to join our team As a Quality Assurance (QA) Analyst, you will be responsible for planning, implementation and monitoring of the quality assurance test cases. · Plan, write and execute functional testin ...

Title: SVP of Private Wealth · Location: Hybrid/Remote · 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. As the only tech-led, end-to-end platfor ...

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. As the only tech-led, end-to-end platform built specifically for financial institutions, enables ...

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. · Competitive salary. · Hybrid work arrangement if located in the Phoenix or New York area; other ...

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, and maintenance of robust security measures to protect sensitive financial data and transaction platforms ...

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 seeking an Event Coordinator to support 's growing portfolio of in-person and virtual events. · +Qualifications3+ years of experience coordinating or managing events. · Demonstrated ability to deliver polished, high-quality events. · ...

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. As the only tech-led, end-to-end platform built specifically for financial institutions, enables ...

You have spent decades mastering the art of crafting cross-generation wealth transfer vehicles and structures. Youve navigated complex tax code rules, built a book of business with some of the wealthiest and most famous individuals in the world, and guided their families through ...

We are looking for a highly organized and customer-obsessed Onboarding Specialist to guide our new financial advisor clients through their initial setup, configuration, and implementation journey. · This is a critical role that sets the foundation for our clients' long-term succe ...

Sales Engineer - Tax Planning · Wealth.com is a leading estate and tax planning platform, trusted by top global finance names. Our proprietary AI combines with deep technical expertise to serve clients across the wealth spectrum. · Our team fosters innovation in a collaborative e ...

Title: Senior UX Product Designer · Location: Remote · 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. As the only tech-led, end-to-end platform ...

Wealth's mission is to deliver a revolutionized financial and estate management platform for the modern world. As a Product Manager this individual will have the unique opportunity to develop Wealth's strategic vision to capture users' needs in a largely untouched market. · ...

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. As the only tech-led, end-to-end platform built specifically for financial institutions, enables ...

Title · : Director of Product & Lifecycle Marketing · Location · : Remote, United States · Reports to: · Vice President of Product Design and User Experience · Partners with · : Product Management, UX Research, Engineering, Sales, Customer Success, Revenue Operations · *About Us* ...

Title: SMB Account Manager · Location: Remote · 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 platform bui ...

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). · ...