Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
This is a highly visible, commercially driven role with direct accountability for retention, expansion, and revenue growth across a portfolio of complex enterprise relationships. You will serve as a strategic partner to senior client stakeholders, deeply understand their businesses and priorities, and translate those insights into opportunities to expand Wealth.com 's impact and commercial footprint.
More about this role
About Wealth.com
Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform.
Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.
This is a highly visible, commercially driven role with direct accountability for retention, expansion, and revenue...
Browse similar: Startup jobs · Remote jobs