Wealth.com 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 apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
We are seeking a veteran estate planner with a specialty in wealth transfer and tax planning for ultra high net worth clients to join our team asHead of Private Client Initiatives, reporting to the Chief Legal Officer and working closely with our customers, product team and sales team. You will play a crucial role in serving as a trusted advisor and subject matter expert developing and maintaining the highest quality software solutions for ultra high net worth families and their team of advisors and fiduciaries. You should have an intimate knowledge of practicing in a law firm, working on some of the most complex estate planning techniques, and be the primary liaison between wealth.com and some of our most important customer relationships. You should also understand the intricacies of working in a fast-paced startup environment, especially working with product and engineering teams, and be willing to teach legal and non-legal personnel about complex estate planning topics. This position offers a unique opportunity to be part of a rapidly growing company and work cross-functionally with various departments to provide practical legal guidance and to develop an exciting software solution that will move the estate planning industry into the modern age.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Loading similar jobs...
Discover fully remote job opportunities in the United States at USA Remote Jobs. Apply for roles like Software Developer, Customer Service Specialist, Project Manager, and more!