Wealth.com

We’re looking for a Client Success Manager Lead to 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 a book of business while mentoring a small team of CSMs to deliver high-impact results at scale. You’ll refine lifecycle touchpoints and playbooks tailored to each customer segment.

You’ll play a key role in designing, developing, and maintaining high-quality software solutions. You’ll work closely with cross-functional teams to build scalable and performant applications while mentoring junior engineers and driving best practices. We expect that you will be proficient in either Frontend or Backend development.

As a Senior QA Automation Engineer, you'll design and lead our test automation strategy to ensure the quality and reliability of our cloud-native SaaS platform. You will develop comprehensive test frameworks to validate our serverless and containerized services built on modern cloud platforms. You will be instrumental in implementing advanced, AI-driven testing practices to ensure we can deliver top-quality software quickly and reliably in our multi-cloud environment.

As an Account Executive, 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. We’re looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment.

As a Quality Assurance (QA) Analyst, you will be responsible for planning, implementation and monitoring of the quality assurance test cases. Responsibilities include planning, writing and executing various tests, identifying issues, and collaborating with Product and Engineering to test.

Seeking a detail-oriented legal intern to join our growing legal team part-time. The intern will gain hands-on experience in a fast-paced legal tech environment, contributing to the development and maintenance of our legal content and product features. This is an excellent opportunity for a law student with a keen interest in estate planning, tax law, and the intersection of law and technology.

Gain practical, hands-on experience in software engineering with Wealth.com's Technology Internship Program. As a Software Engineer Intern, you'll work collaboratively with Software Engineers on a range of initiatives, using technical skills and a thirst for innovation to produce user-friendly frontend interfaces and experiences. Participate in an Agile environment, adhere to best practices, and collaborate effectively with teammates to build a React web application and improve system quality.

As a Software Engineer II, you’ll play a key role in designing, developing, and maintaining high-quality software solutions. You’ll work closely with cross-functional teams to build scalable and performant applications while mentoring junior engineers and driving best practices. The company expects that you will be proficient in either Frontend or Backend development.