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Wealth.com · 5 hours ago

Senior Vice President of Private Wealth

United States

Full-time

Remote

Director/Executive

$400K/yr - $500K/yr

15+ years exp

Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize their estate planning practices. The Senior Vice President of Private Wealth will lead a team, interface with key customers, and drive the adoption of innovative technology solutions in private wealth management.

Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management

Responsibilities

Participate in our most important growth initiatives

Interface with senior partners at AmLaw 100 firms and executives at major financial institutions and trust companies to drive enterprise acclimatization and adoption of technology

Bring in marquee and larger customers by working closely with our growth team, specifically the Director, Private Wealth Sales and Chief Growth Officer

Improve the UHNW products by continuing the feedback loop with our product and engineering teams so that our solutions meet the rigorous standards of a partner-level attorney

Ensure our company is proactive and the market leader, not just reactive to market trends and customer feedback

Continue our culture of excellence and innovation

Build processes and participate in pre-sale and post-sale implementation of the software on site with customers

Create systems, procedures, and internal metrics to ensure high-quality support from the legal and support teams at scale. Work closely with our Head of Client Experience

Lead the Wealth.com professional review team, as a team of super users that supports our blue-chip customers

Qualification

J.D. degreePrivate wealth experienceGenerative AI knowledgeBusiness developmentTeam buildingLegal expertiseProcess improvementCustomer supportPublic speaking

Required

J.D. degree and admission to at least one U.S. state bar

Minimum 15 years of experience in private wealth, with at least 10 years in private practice

Strong interest in technology, particularly generative artificial intelligence

Demonstrated interest in building attorney teams, procedure for scale, and business development

Willingness to travel at least once a month within the continental United States

Preferred

Partner-level attorney preferred

ACTEC membership preferred

Benefits

Competitive salary.

Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.

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.