Remote Jobs at Wealth.com
Find your next remote opportunity · 3 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.
Enterprise Sales Manager
Enterprise Sales Manager at Wealth.com driving growth within institutional financial advisory market. Responsible for securing large scale commitments and navigating complex sales cycles.
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.
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