Wealth.com

• Responding to individual client support issues via phone, email, and live chat within our estate planning product. Our support team are the experts behind the scenes that work in the moment to help educate and support our customers and their clients. • Follow documentation and training materials to diagnose, resolve and escalate client support tickets when necessary. You'll listen, empathize, be patient, and problem-solve. • Support escalation of user or partner issues, coordinate critical resources in the escalation process, and assist with issues through resolution. • Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team. • Assist in creating and maintaining Knowledge Base / FAQ documentation to answer common support questions. • Actively contribute to the ongoing improvement of our AI support systems. This includes analyzing common customer inquiries to train the chatbot, providing feedback on bot responses, and helping to identify new use cases for AI to enhance customer service efficiency. • Communicate effectively, adapt to working environments and team priorities. Utilize Intercom, SalesForce, ChurnZero and/or other tools to keep track of support tickets. • Display great organization skills and great attention to detail.

• Design and own the full GTM tech stack: Salesforce, Gong, DealHub, Outreach, ChiliPiper/Qualified, and the automation layer connecting them • Build and maintain integrations, data flows, and workflow automations that reduce manual work and eliminate gaps between systems • Evaluate, pilot, and operationalize new tools including AI-native products as the stack evolves • Own routing logic, lead-to-account matching, SLA enforcement, and inbound orchestration across ChiliPiper and/or Qualified • Build LLM-assisted workflows that augment rep capacity including automated call summaries, deal scoring, enrichment pipelines, and follow-up drafts • Apply prompt engineering to build repeatable AI workflows that sales, ops, and CS teams can actually use • Stay current on AI tooling (Gong AI, Salesforce Einstein, etc.) and evaluate what belongs in the stack • Build scalable approval workflows and deal playbooks in DealHub that balance speed with risk management • Own and maintain the pricing model, discount schedules, and packaging tiers with governance to ensure consistency across the team • Analyze win/loss data and competitive dynamics to inform pricing strategy alongside leadership • Own the integrity of Salesforce including data standards, hygiene, object model, and governance • Build reports and dashboards that surface pipeline health, deal velocity, and revenue trends • Partner with leadership to close gaps in the data model and improve attribution visibility • Automate manual data workflows to reduce errors and free up rep capacity

• Build and maintain automated workflows across our GTM stack. • Own the integration layer between Salesforce, Outreach, Gong, ChiliPiper, DealHub, and other tools in the stack • Build and maintain API connections, webhooks, and data syncs that keep our systems in agreement • Identify and automate manual processes across the sales and marketing motion • Handle day-to-day Salesforce administration including object configuration, flows, workflow rules, and permission sets • Support data hygiene initiatives including deduplication, enrichment, and validation rules • Assist in implementing data model changes as the business evolves • Implement LLM-assisted automations including call summaries, enrichment pipelines, and follow-up draft generation • Maintain and iterate on prompt-based workflows under the direction of the Director • Evaluate and integrate AI tools into existing workflows as the stack grows • Own the accuracy of data flowing between systems including audit processes and alerting for data breaks • Build and maintain enrichment pipelines that keep account and contact data current • Support attribution reporting and pipeline analytics

• Own and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizations • Develop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value drivers • Act as a strategic thought partner, advising on how to best leverage our platform within their broader ecosystems • Anticipate customer needs and proactively shape opportunities for expansion and impact • Own post-implementation adoption and value realization, co-defining and tracking success metrics • Identify and remove barriers to adoption within complex operating environments • Ensure delivered solutions translate into measurable business impact, not just successful implementation • Remove blockers in production by ensuring feedback and bugs are reported and resolved in a timely manner • Create and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholders • Translate client goals and constraints into clear, actionable strategic plans • Lead zero-to-one initiatives, including new product implementations, workflows, and experiences that may not have precedent within the customer organization or segment • Drive execution across ambiguous environments, ensuring progress despite evolving requirements or unclear paths • Balance long-term strategic vision with near-term deliverables and milestones • Establish structure, operating cadence, and decision frameworks in complex, multi-stakeholder environments • Serve as the voice of the customer in product roadmap discussions, ensuring customer workflows, constraints, and value drivers are clearly represented • Translate emerging capabilities (e.g., AI, income tax planning) into frameworks that stakeholders can evaluate and adopt with confidence • Navigate customer data sharing, privacy, and legacy system constraints to enable scalable solutions • Surface and resolve misalignment early to maintain execution momentum • Partner with Charles Schwab’s cross-functional teams (e.g., strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loops • Serve as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer Success • Influence internal priorities based on Charles Schwab’s feedback and needs • Drive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, and trade-offs • Lead complex, multi-threaded initiatives with competing priorities and stakeholders • Establish clear timelines, milestones, and accountability structures • Identify risks early and proactively develop mitigation strategies • Ensure seamless execution from strategy through implementation and adoption • Create and deliver compelling presentations for both internal and external audiences • Distill complex concepts into clear, actionable narratives for executive stakeholders • Regularly communicate progress, insights, and recommendations at the leadership level.

• Maintain an inventory of installed software, managing software licensing, and creating policies and procedures for upgrades • Analyze and make recommendations for hardware and software standardization • Create user accounts and manage access control based on company policies • Maintain, analyze, and repair hardware and software systems • Respond to tickets in Jira, and troubleshoot and resolve problems on time • Support and enforce information technology (IT) policies • Set up and configure new systems (Mac and PC), applications, and upgrades • Manage user account information, permissions, and rights, including groups • Document standard procedures and processes • Partner with HR and Security for onboarding of new employees • Work with laptop vendors to order new laptops as needed • Help Wealth.com employees with any technical issues • Train end-users on best practices for using various IT systems, software, and devices. • Provide support for office equipment (printers, scanners, and other peripherals), ensuring that all devices are functioning optimally and resolving any technical problems. • Write and maintain basic scripts (PowerShell, Bash, or similar) to automate tasks and improve system efficiency.

Title: Senior Software Engineer, Applied AI Location New York, New York Employment Type Full time Location Type Hybrid Department Technology Compensation Salary $225K – $275K Job Description: Title: Senior Software Engineer, Applied AI Location: Hybrid — New York, NY About Us Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. Trusted by the largest firms in wealth management, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to power scalable, compliant, and personalized planning experiences across the full client lifecycle. 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, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. At Wealth.com, our team is core to everything we build. We foster a collaborative, high-performing environment that values innovation, ownership, and continuous improvement. Wealth.com is proud to be certified as a Great Place to Work®. The Role We are seeking a Senior Software Engineer, Applied AI to build the internal AI systems that power how Wealth.com operates. This is a builder role. You will design and ship production grade AI agents and modular Claude Skills that connect to our systems of record and our internal data layer — not prototypes or demos. You will operate at the intersection of AI, internal product, and full-stack engineering, taking ambiguous business processes and turning them into legible, reusable, and composable systems. Your work will directly shape how our sales, marketing, operations, and engineering teams scale with AI as their force multiplier. What You Will Do Build Claude Skills and internal AI tooling - Design and implement modular Claude Skills that connect to our core systems (Salesforce, Google Drive, Slack, internal data sources) - Create clean abstractions that let non-technical teammates compose these primitives into useful workflows without writing code Ship autonomous AI agents - Build agents that operate independently across sales, marketing, finance and operations, handling research, data enrichment, proposal generation, and routine decision-making - Design systems that balance autonomy, control, and reliability, with clear escalation paths when human judgment is needed Own the AI development environment - Establish and maintain the infrastructure that lets the team build with AI tools — Claude Code, Cursor, and whatever emerges next - Create templates, patterns, and documentation that accelerate everyone's ability to ship Design for composability - Think deeply about interface design between AI components - Build systems where outputs from one tool become inputs to another, and where complex capabilities emerge from simple, well-designed primitives Drive quality and performance - Build evaluation and feedback loops - Implement guardrails and monitoring - Optimize for latency, cost, and accuracy Work across the stack - Backend services, APIs, data pipelines, and internal frontend experiences - Ship quickly and iterate based on real usage from internal teammates Qualifications - Degree in Computer Science, Engineering, or equivalent practical experience - Strong software engineering fundamentals (system design, data structures, clean code) - Proven track record of building and shipping production AI systems - Proficiency in Python and TypeScript, and comfort working across a polyglot stack, picking up new languages and frameworks as needed - Hands-on experience building AI agents that run in production — systems that operate autonomously, handle edge cases, and know when to escalate - Practical, working knowledge of prompt engineering, context management, and structured outputs - Extensive experience coding with AI tools like Claude Code or Cursor and modern LLM APIs - Strong product instincts — you build backwards from user needs and have shipped internal tools that non-technical teammates actually enjoy using Preferred Qualifications (Bonus Points) - Experience building end-to-end agentic applications - Experience with: - RAG systems and vector databases - Agent frameworks (LangGraph, LangChain, etc.) - Evaluation / observability systems for LLM applications - Workflow automation platforms (n8n, Zapier, Make, etc.) - Experience designing AI-native UX where users collaborate with agents - Experience integrating with CRMs, marketing platforms, or other systems of record - Experience with cloud infrastructure: GCP (Cloud Run) or AWS (ECS, Lambda) - Experience in regulated domains (FinTech, LegalTech, etc.) Benefits & Perks - Competitive salary - Hybrid work arrangement in the New York area (4 days in office) - Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees - 100% company-paid basic life insurance, short-term and long-term disability insurance - 100% paid parental leave upon eligibility - Company equity managed through Carta - 401k with match and 100% vesting upon hire - Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged - Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. 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.

• Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory. • Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities. • Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client • Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals. • Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work. • Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions. • Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting. • Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey. • Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.

Title: Senior Software Engineer Location: Hybrid, New York, Tempe, San Francisco Department: Technology Job Description: About Us Wealth.com is the industry's leading 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. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity As a Software Engineer at Wealth.com, you will help design, build, and scale the backend systems powering our estate planning, tax planning, and AI-driven products used by tens of thousands of financial advisors and their clients. You'll work on a TypeScript-first stack alongside engineers who have shipped production software at scale, and you'll have significant ownership over the systems you build — from architecture and implementation through deployment, monitoring, and iteration. We're hiring across multiple product areas (estate planning, tax planning, Esther AI, platform/integrations) and will match strong engineers to the team where they're most excited to contribute. Your Responsibilities - Design, build, and operate backend services that power Wealth.com's products — including APIs, data pipelines, and integrations with enterprise wealth management platforms - Take features from spec through design, implementation, testing, deployment, and post-launch monitoring; own what you ship - Write production-grade TypeScript code with strong testing, observability, and operational discipline - Collaborate with product managers, designers, and other engineers to translate ambiguous problems into well-scoped technical solutions - Contribute to system design decisions around scalability, reliability, security, and performance - Participate in code review, technical design discussions, and on-call rotations as the team grows - Help shape engineering culture, tooling, and best practices as we scale the org Qualifications - 3+ years of professional software engineering experience shipping backend systems to production - Strong proficiency in TypeScript, or deep experience in another typed language (Java, Go, C#, Kotlin, Rust) with demonstrated ability to ramp quickly into TypeScript - Hands-on experience designing and operating systems at meaningful scale — handling real traffic, real data volumes, and real users - Solid grasp of backend fundamentals: API design (REST/gRPC), relational and NoSQL databases, messaging/event-driven systems, caching, and concurrency - Experience with cloud infrastructure (AWS, GCP, or Azure), containerization (Docker/Kubernetes), and modern CI/CD workflows - Production-grade operational mindset: logging, metrics, tracing, alerting, incident response, and a track record of supporting what you ship - Comfortable working in a fast-paced, ambiguous, startup environment where priorities shift and you're expected to drive your own work - Strong written and verbal communication; able to collaborate across product, design, and other engineering teams Bonus - Prior experience at an early or growth-stage startup, ideally one where you helped scale systems from early traction through significant growth - Experience in fintech, wealth management, or other regulated environments (compliance, audit, PII handling) - Background in AI/ML infrastructure, LLM-powered product development, or document processing (OCR, extraction pipelines) - Experience integrating with enterprise platforms used by financial institutions (custodians, CRMs, portfolio management systems) - Exposure to TypeScript ecosystem tools: Node.js, NestJS, tRPC, Prisma, PostgreSQL - Bachelor's degree in Computer Science, a related field, or equivalent practical experience Benefits & Perks - Competitive Salary. - Hybrid in the NYC Office (3x a week) - Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. - 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability - 100% Paid Parental Leave upon eligibility - Company equity managed through Carta. - 401k with Match and 100% vesting upon hire. - Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. - Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. - Free estate planning for life!

• Serve as the primary day-to-day contact for assigned institutional accounts. • Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams. • Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements. • Track and maintain organized workflows, timelines, and client documentation. • Monitor platform usage, identify opportunities to drive engagement, and escalate risks proactively. • Support client meetings, QBRs, and other reviews with preparation of materials and actionable insights. • Document processes and share knowledge internally to improve team efficiency and scalability. • Act as a trusted advisor, anticipating client needs and providing proactive solutions to enhance satisfaction and retention.

• Support the day-to-day management of a portfolio of large institutional client relationships, ensuring requests and deliverables are tracked and completed on time • Serve as a central point of coordination across internal teams to triage client needs and drive timely resolution • Manage incoming requests across accounts, prioritize workflows, and maintain clear communication with all stakeholders • Assist in preparing for client meetings, including developing agendas, coordinating materials, and tracking follow-ups • Track key initiatives, deliverables, and timelines across client coverage to ensure alignment and accountability • Coordinate account setup, provisioning, and ongoing updates in partnership with internal teams • Identify and escalate risks, bottlenecks, or gaps that could impact the client experience across accounts • Maintain clear and organized documentation of workflows, processes, and best practices • Support reporting and insights that help inform account strategy, client health, and growth opportunities