Wealth.com

Director of Strategic Accounts

Wealth.com · Full Time · 2 days ago

Wealth.com

🌎 United States 💵 $170K - $200K per year ⭐ 5-10 yrs exp 💼 Sales

Lead the strategic relationship and execution for the Charles Schwab account, acting as a trusted advisor to executive stakeholders. Drive the adoption of AI-powered financial planning solutions by translating client needs into actionable strategic plans and coordinating cross-functional internal teams.

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Technical Support Specialist

Wealth.com · Full Time · 7 days ago

Wealth.com

🌎 United States 💵 $70000 - $85000 per year ⭐ 2-5 yrs exp 💼 Support

Responsible for deploying remote work solutions, provisioning software, and shipping equipment to global employees. Provides day-to-day technical support, manages user accounts, and maintains IT hardware and software systems.

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Account Executive - Central

Wealth.com · Full Time · 20 days ago

Wealth.com

🌎 United States 💵 $120K - $140K per year ⭐ 2-5 yrs exp 💼 Sales

Drive revenue growth by introducing a digital estate planning platform to financial advisory firms through a consultative sales process. Manage the full sales pipeline, deliver product demos, and collaborate with internal teams to ensure a cohesive client journey.

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Account Manager, Institutional

Wealth.com · Full Time · 23 days ago

Wealth.com

🌎 United States 💵 $120K - $150K per year ⭐ 5-10 yrs exp 💼 Sales

Serve as the primary contact for large institutional accounts to manage onboarding, deployment, and platform adoption. Coordinate with internal product and engineering teams to resolve client issues and drive engagement through QBRs and proactive solutions.

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Account Support Specialist, Institutional

Wealth.com · Full Time · 23 days ago

Wealth.com

🌎 United States 💵 $100K - $120K per year ⭐ 2-5 yrs exp 💼 Support

Manage day-to-day activities and deliverables for a portfolio of large institutional clients to ensure a seamless experience. Coordinate across Product, Engineering, and Legal teams to triage requests and maintain organized documentation of workflows.

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Applied Scientist- AI/ML Intern

Wealth.com · Full Time · 4 months ago

Wealth.com

🌎 United States 💵 $45 - $55 per hour ⭐ 0-2 yrs exp 💼 Software Development

Applied Scientist Interns will work collaboratively with Software Engineers and other Applied Scientists on various AI initiatives. They will build complex legal AI assistants using state-of-the-art natural language and vision models.

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