Wealth.com

As an Account Executive- Northwest, you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms. You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process. The company is looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment.

Design thoughtful, inclusive experiences across responsive web and mobile apps. Evolve our design system to support consistency, creativity, and scalability. Collaborate with Product, Engineering, Research, and Legal to simplify complex workflows and elevate user confidence, champion accessibility and raise the bar for usability and visual quality.

As a SMB Client Success Manager, you will be responsible for helping Wealth.com clients achieve expected outcomes. This role involves maintaining and growing relationships with small to medium-sized clients, ensuring satisfaction, driving revenue growth, and identifying opportunities for expansion and cross-selling in a B2B2C customer model.

Champion our Direct and Mid-Market customer segments, driving growth, expansion, and long-term retention. This is a player-coach role where you’ll manage your own book of business while also mentoring a small team of CSMs to deliver high-impact results at scale. You’ll play a critical role in shaping our customer success model as we grow, balancing high-touch strategy with scalable automation.

Wealth.com is seeking a Senior Counsel, Strategic Growth, to act as the trusted subject matter expert and strategic advisor to all the customer-facing Wealth.com functions and to participate directly in the hyper growth of the company. Beyond your deep expertise in estate planning and wealth transfer strategies, you will be an attorney ambassador at industry events and position the company as a thought leader in the estate planning industry.