Senior Sales Engineer at Wealth.com leading technical validation for tax planning solutions. Engaging with RIAs and enterprises to demonstrate multi - state tax scenario modeling and strategic outcomes.
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Wealth.com
Currently Hiring
About the company
Wealth.com is the industry’s #1 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 scale, efficiency, and measurable client impact.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies.
The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
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7 jobs found
Quality Assurance Analyst enhancing estate planning platform quality for wealth management firms. Responsible for testing, issue resolution, and collaboration with Product and Engineering teams.
Product Manager developing strategic vision for innovative estate planning platform serving wealth management firms. Leading product development and user experience to capture market needs.
Senior GRC Analyst safeguarding Wealth.com's fintech operations and overseeing compliance with regulatory standards. Collaborate across teams to promote a security - first culture in a hybrid work environment.
Senior Security Engineer protecting sensitive financial data and transaction platforms against cyber threats. Leading security measures and compliance within financial industry regulations.
Senior Product Owner at Wealth.com, leading product strategy and collaboration for advanced planning solutions. Engage with cross - functional teams to innovate for financial advisors.
Senior QA Automation Engineer leading test automation strategy at wealth.com platform. Responsible for developing comprehensive test frameworks and implementing AI - driven testing practices.