Quality Assurance Analyst, Wealth.com
$75-85k
+ Company equity managed through Carta
Best-in-class estate planning technology
Open for applications
Best-in-class estate planning technology
101-200 employees
Open for applications
$75-85k
+ Company equity managed through Carta
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
- Preferred 3-5 years of experience
- Must be proactive, flexible, and able to adapt the QA processes to the critical needs of the product and development team
- Strong written and verbal communication skills
- Strong observational skills. Analytical, organized, and detail oriented
- Ability to work well in a group setting with people of different disciplines API testing
- Strong understanding of existing Quality Assurance processes
- Awareness of existing and upcoming tools & technology with the ability to have a high degree of ownership
What the job involves
- We are looking for a motivated and experienced Quality Assurance (QA) Analyst to join our team!
- As a Quality Assurance (QA) Analyst, you will be responsible for planning, implementation and monitoring of the quality assurance test cases
- Plan, write and execute functional testing, integration testing, smoke testing, regression testing, and user acceptance testing
- Implements, performs and documents assigned control reviews; performs and conducts testing based on detailed procedures and processes
- Identifies issues, exceptions and patterns, escalates to management for resolution and formally documents findings
- Identifies areas of risk and make recommendations on operational improvements, processes for compliance, quality assurance and any additional training essential to mitigate risk
- Analyze new product features and business requirements to create in depth test cases
- Testing case regression, verification, and ad hoc of newly implemented features
- Ability to manage the full life cycle of defects, from research to tracking to closing
- Identify any potential problems that users might encounter
- Collaborate daily with Product and Engineering to test
- Pull Request in staging then production
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. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
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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