Director of People Operations, Programs, & AI Innovation, Wealth.com
$220-240k
+ Equity
3 days a week in office
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$220-240k
+ 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
- You've built something real from scratch, and you can walk through what worked and what you'd change. Maybe a performance cycle, maybe an onboarding program, maybe a product or an operation somewhere else entirely and people problems are what pull you now
- You think like a builder. The moment something ships, you're already seeing the next version
- You're comfortable operating what you build, because for the first couple of quarters there's nobody to hand it to yet
- You bring structure and calm to a fast, creative place, and you hold your own with senior, technical leaders
- You've shipped a dashboard, an automation, or an internal tool a team actually uses
- You don't flinch at judgment calls. You'll build compensation and leveling with market data and a consultant behind you, but the judgment calls are yours
What the job involves
- You'll build Wealth
- Com's People function and make it AI native from day one
- You'll own the systems that help exceptional people join, grow, and stay: onboarding, feedback and performance cycles, compensation and leveling, and the data leadership uses to see the company clearly
- You'll be the closest partner to the Chief People Officer, helping a fast, creative place hold its shape as it scales
- Build the systems that make this a place exceptional people don't want to leave: how people join us and get good fast, how we set expectations and give each other feedback, how we pay and level people, and the data leadership uses to see the company clearly
- Scope a program like a product: find the real need, ship a first version, measure it, make it better
- Build it, then run it. Every new program you create, you operate through its first full cycle yourself, so you feel what breaks in the real world rather than hearing about it secondhand
- Hand programs to the People Operations & Employee Relations Director to maintain, and move on to build the next thing
- Own the design so changes come back to you after the People Operations & Employee Relations Director runs the process
- Ensure a program isn't finished when it launches. It's finished when someone else can run it without you, which means a written runbook, the failure modes named, and them executing it once while you watch
- Build everything to run without a person chasing it
- Set the standard for how the function uses AI, integrating automation, internal tools, and analysis throughout your work
- Build dashboards and data work that show leadership who's thriving, who's at risk, and where we're thin, building on data the People Operations Director owns and maintains
- Build onboarding so good that new hires are productive and confident by week two
- Build a performance and calibration cycle that's live and trusted
- Build comp bands and job family matrices that fit the company we're actually building
- Hand over at least one program fully and have it running without you
- Ensure operational work mostly runs itself
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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