Senior Counsel, Wealth.com
Strategic Growth
$160-210k
+ Equity
Best-in-class estate planning technology
Be an early applicant
Best-in-class estate planning technology
101-200 employees
Be an early applicant
$160-210k
+ Equity
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
- Are you an experienced attorney ready to shape the future of legal technology and estate planning?
- J.D. degree from an American Bar Association accredited law school
- Active law license in at least one U.S. state, in good standing
- Minimum 3 years of experience as a practicing attorney
- Strong experience, specifically within trusts and estates
- Bonus, but not required: Commercial contracting, Data privacy, Investment Advisor Regulation and Compliance
- Ability to travel at least once a month for two to five business days (U.S. only) to engage with prospects and customers
- Strong communication skills (written and verbal) and ability to articulate complex legal concepts to non-attorneys
- Proactive, entrepreneurial and problem-solving mindset with a passion for new areas of business and technology development in legaltech and artificial intelligence
- Excellent judgment and aptitude for optimization given ambiguous and imperfect information
- A natural leader and resourceful self-starter who excels at driving projects to completion, adeptly balancing competing objectives, learning rapidly, and thinking creatively
- Ability to collaborate with and build strong relationships across departments
- Demonstrated experience in business development and/or a strong desire to be a public-facing advocate for wealth.com
What the job involves
- Wealth.com is seeking a Senior Counsel, Strategic Growth, to act as the trusted subject matter expert and strategic advisor to all the customer-facing Wealth.com functions and to participate directly in the hyper growth of the company
- Beyond your deep expertise in estate planning and wealth transfer strategies, you will be an attorney ambassador at industry events and position the company as a thought leader in the estate planning industry
- You will collaborate directly with our growth team and Chief Legal Officer to close deals and to roll out initiatives within the company to build on compliance and security as core strategic strengths for the company
- This role demands strong skills in time management, project management, and cross-functional collaboration
- This isn't just a legal role: it's an opportunity to be at the forefront of innovation and directly influence the company’s position in the industry
- Responsibilities
- Develop deep understanding of all wealth.com products lines and be able to explain the legal concepts and considerations that underpin those products to purchasers, wealth advisors, and our non-attorney employees
- Roll out strategic initiatives for regulatory compliance of our customers and our company (e.g. , data privacy, data security, and legal ethics), in collaboration with the growth, product, and security teams
- Command the stage; lead webinars, publish thought pieces, and create marketing content about a wide range of estate planning topicsParticipate in the end-to-end sales process, including attending trade shows and industry events, submitting responses to RFPs, attending demos and reviewing and negotiating commercial contracts (with the Chief Legal Officer and outside counsel)
- Stay up-to-date on laws and regulations trusts and estates, wealth transfer and tax-driven planning, to help wealth.com adapt to, and capitalize on, changing regulatory environments
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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