Remote Jobs at Wealth.com
Find your next remote opportunity · 10 Open Positions
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.
Account Support Specialist
Account Support Specialist responsible for administrative workflows in account management at Wealth.com. Ensures seamless transitions and enhances client experience through efficient processes.
SMB Account Manager
SMB Account Manager driving client success for Wealth.com, the leading estate planning platform in a remote role. Building relationships and ensuring client satisfaction from small to medium sized clients.
Applied Scientist – AI/ML Intern
Applied Scientist Intern working with AI/ML initiatives at Wealth.com. Collaborating with engineers and scientists to develop advanced legal AI assistants.
Private Wealth Counsel
Legal professional at Wealth.com creating estate plan reports and developing estate planning software. Seeking to innovate estate planning through technology for blue chip clients.
Director of People Operations
Director of People Operations at Wealth.com focusing on HR strategy and enhancing employee experience in a tech-led estate planning platform.
Director of Product Marketing
Director of Product Marketing leading lifecycle strategy to enhance customer experience at Wealth.com. Focused on adoption, storytelling, and cross-functional leadership in a dynamic remote environment.
Senior Applied Scientist – AI/ML
Senior Applied Scientist developing and deploying AI systems for estate planning technology platform. Collaborating with various teams to innovate and enhance product offerings.
Event Coordinator
Event Coordinator executing in-person and virtual events for Wealth.com, the leading estate planning platform. Supporting brand initiatives and aligning with sales, marketing, and customer success objectives during events.
Senior Vice President – Private Wealth
Senior Vice President leading private wealth technology innovation at Wealth.com. Responsible for strategic growth initiatives and customer relations within the financial sector.
Legal Operations Manager
Legal Operations Manager enhancing efficiency of legal department at fintech estate planning platform. Overseeing tech solutions and managing workflow for compliance and productivity.
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