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Wealth.com jobs

Browse current Wealth.com openings that JobDrop found directly from the company's careers source.

Senior Manager, People Operations & Employee Relations, AI Enablement

Wealth.com · New York, NY, US · Posted 2026-10-23 · 6+ years

About Us 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 serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadershi

OperationsEmployeeRelationsEnablementleavepayrollwealth.comsystem

GTM Engineer

Wealth.com · New York, NY, US · Posted 2026-10-20 · 2-4 years

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 cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of

LLMSalesforce

Account Manager, Institutional

Wealth.com · New York, NY, US · Posted 2026-10-20 · 5+ years

Title: Account Manager, Institutional Location: Hybrid, NYC 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

AccountInstitutionalclientestateplanningwealth.commanagementfinancial

Sr Data Engineer

Wealth.com · Hybrid, NY, San Francisco, US · Posted 2026-10-19 · 4+ years

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 s

DataEngineerestateplatformplanningpipelineswealth.comfrom

Head of Customer Experience

Wealth.com · New York, NY, US · Posted 2026-10-12

About Wealth.com 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 clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms

Headplanningwealth.comestatesupportonboardingthroughleadership

Technical Account Manager, Institutional

Wealth.com · New York, NY, US · Posted 2026-10-01 · 5+ years

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 sc

TechnicalAccountInstitutionalclientestateplanningwealth.commanagement

Staff Product Manager

Wealth.com · Hybrid, NY, San Francisco, US · Posted 2026-09-30 · 10+ years

About Us 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 serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadershi

Productplatformwealth.complanningestateenterpriseadvisorywealth

Senior Software Engineer

Wealth.com · New York, NY, US · Posted 2026-09-30 · 5+ years

### 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 driv

JavaTypeScriptGoRustC#KotlinRESTNoSQL

Staff Product Designer

Wealth.com · Hybrid, NY, San Francisco, US · Posted 2026-09-28 · 10+ years

About Us 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 serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadershi

ProductDesigneruserinteractionplanningestatefinancialenterprise

Senior Technical Program Manager

Wealth.com · New York, NY, US · Posted 2026-09-08 · 10+ years

## About Wealth.com 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 clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables fi

TechnicalProgramclientplanningestatewealth.comintothrough

Client Support Associate

Wealth.com · Remote, US · Posted 2026-07-30 · 3+ years

About Wealth.com 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 cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyo

ClientSupportwealth.comestateplanningissuesableflexible

Estate Planning Paralegal

Wealth.com · New York, NY, US; Hybrid, San Francisco, US · Posted 2026-07-22 · 3+ years

About Us Wealth.com 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, AI, and unmatched human expertise, we create a seamless experience that sets us apart. A k

Salesforce

Senior Product Marketing Manager

Wealth.com · New York, NY, US · Posted 2026-07-12 · 5+ years

About Us 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 serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadershi

ProductMarketingsalespositioningplanningwealth.comenterprisewealth

Associate Software Engineer

Wealth.com · Hybrid, NY, San Francisco, US · Posted 2026-06-30 · 0-2 years

### 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 driv

JavaTypeScriptGoRustC#KotlinRESTNoSQL

Business Development Representative - West Coast

Wealth.com · Remote, US · Posted 2026-06-16 · 3+ years

## About Us: 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 cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond h

Salesforce

Software Engineer

Wealth.com · Hybrid, NY, San Francisco, US · Posted 2026-05-11 · 3+ years

### 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 driv

JavaTypeScriptGoRustC#KotlinRESTNoSQL