Senior Manager of People Operations & Employee Relations, Wealth.com
$120-160k
Offers Equity
3 days a week in office
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$120-160k
Offers 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
- 6+ years in People Operations or HR, much of it hands-on at a fast-growing company
- You’ve run payroll, benefits, and multi-state leave for a distributed company, and you can walk us through what broke on your watch and how you caught it
- You’ve owned employee relations cases end to end, and your documentation held up
- Managers come to you before there’s a problem, because they trust you
- You’ve helped bring an HRIS or payroll system live, and you kept the data clean after
- You’ve built automations yourself, and you can show us one. You build the system so the question stops arriving
- You’ve built a reputation for making the right call under pressure, and you speak for the People team with that same confidence. You can tell anyone no, including the CEO, and stand behind it
- You’re hungry, you love building, and you care about the person on the other side of every ticket
- International payroll or employment experience
What the job involves
- This is the kind of role that defines a career. You’ll help build Wealth.com’s People function and make it AI native from day one. The goal is ambitious: a world-class operation, a team we’ll hold under 3% of the company even as we scale, and an employee experience you’ll still be proud of in ten years
- You will own everything that happens to a person here between the day they sign and the day they leave, and you will own the hard and important conversations along the way. Payroll runs. Benefits work. Leaves are administered so well that nobody has to check. Day one works. And when a manager has a performance problem, you’re their first call. This is the job that makes the rest of the function possible, because everything we build on top of it depends on a solid foundation
- We build together, as one team, and we use AI the way strong engineers do: to create tools, automate the grind, and surface insights we’d never find by hand. That lets a handful of us do the work of an entire department while sitting inside the business as real partners. We’re a Claude shop, and our people are obsessed with building. If you already build with other tools, bring them
- Here’s what that looks like. A leave request comes in and the paperwork runs itself: the forms, the filings, the payroll changes, the reminders. You spend your time on the call with the person going through it. If it’s repeatable, you build something that handles it and lets employees serve themselves. If it’s human, it gets more of you
- Own performance conversations, documentation, plans, investigations, and exits end to end. Coach managers through the hard parts and be in the room when it matters. Escalate the matters that need the Senior Director of People Operations, the CPO, or outside counsel, and handle everything else on your own
- Run payroll across the US and our international team, and manage benefits with our broker, 401(k), and open enrollment. Leave administration matters most: it hits people at the worst moment of their year, and we have to get it right every single time
- When a decision is made on comp, promotions, performance cycles, or benefits, make sure it shows up correctly in every system, every paycheck, and every employee’s inbox
- Manage multi-state and international employment, contractor classification, registrations, I-9s, and required compliance training, tracked so we actually know it happened
- Help us bring Paylocity live and own it afterward, along with the tools that connect to it. It should be one place that tells us who works here, in what role, for what money, reporting to whom, and it should be right
- The programs are designed elsewhere on the team. Making onboarding and offboarding happen flawlessly, every single time, is yours
- Connect payroll, benefits, leave, onboarding, and every program we run into one highly automated system that still feels personal to each employee. Use data and stay close to partners across Wealth.com so you see needs coming before anyone has to ask
- What’s on this page is the job on day one. A year from now, a big chunk of it should run on things you built, and we’ll keep count
- Zero day-one failures
- Every leave administered correctly, with the employee never once having to chase us
- Paylocity live and trusted: one system of record leadership uses to make decisions
- Managers running their own difficult conversations, with documentation behind them that would hold up if it ever had to
- A long, counted list of manual work you’ve retired, and employees answering their own questions that used to come to us
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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