Senior Data Analyst, Wealth.com
Product
$150-180k
+ Equity
3 days a week in office
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$150-180k
+ Equity
3 days a week in office
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- 4+ years of experience in analytics or strategic role at a technology company
- Strong SQL and dbt skills
- Prior experience with Omni (or similar BI tools)
- Understanding of SaaS business models and product metrics
- Very strong organizational skills
- Strong communication skills
- Experience optimizing context for and output of AI analytical systems
- Wealth is an equal opportunity employer and encourages people from all backgrounds to apply
What the job involves
- As a Senior Data Analyst, Product, you will partner with our product team to strengthen data-informed decision making by defining sharp success metrics
- You will dive deep into our transformation and reporting platforms to improve self-service through AI and traditional dashboards, while also delivering ad hoc analyses to guide product development
- Develop and maintain key performance metrics and dashboards to track success metrics across our product
- Analyze product usage and revenue data to identify trends, opportunities, and areas for improvement
- Accelerate AI self-service in our intelligence layer: Omni and Amplitude
- Research and implement best practices to enhance AI reporting accuracy and reliability
- Provide actionable insights to senior leadership and business stakeholders to inform decision-making
- Refine ambiguous questions and generate new insights through a deep understanding of the data, our customers, and our business
- Ability to translate technical and quantitative analyses into digestible and actionable recommendations
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2026
$65m
SERIES B
Sep 2024
$30m
SERIES A
Total funding: $111m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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