Senior Data Scientist/Senior Analytics Engineer, Wealth.com

$170-180k

+ Company equity managed through Carta

SQL

Python

Tableau

Looker

dbt

Senior and Expert level

Remote from US

Best-in-class estate planning technology

Be an early applicant

Best-in-class estate planning technology

101-200 employees

FintechB2BArtificial IntelligenceBankingSaaS

Be an early applicant

$170-180k

+ Company equity managed through Carta

SQL

Python

Tableau

Looker

dbt

Senior and Expert level

Remote from US

101-200 employees

FintechB2BArtificial IntelligenceBankingSaaS

Company mission

To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.

Job

Company

Role

Who you are

A bachelor’s degree in statistics, data science, or similar STEM field with 5+ years of experience in a relevant role OR
A graduate degree in statistics, data science, or similar STEM field with 3+ years of experience in a relevant role
Advanced proficiency with SQL and data visualization tools (e.g. Tableau, Looker, etc)
Experience with scripting and data analysis using Python
Experience with using dbt for data modeling

What the job involves

We are looking to hire an excellent Senior Data Scientist or Senior Analytics Engineer to join our Analytics team. Typical work for the Analytics team includes insights and analysis work, managing and modeling data in our data warehouse, reporting, and data visualization
Coding: Write code in SQL and Python, including for ad hoc analyses, basic ELT pipelines, and more
Data modeling: Use dbt to model data in our warehouse; turn raw data into usable data
Analysis and insights: Prepare and analyze data in order to provide clear and actionable insights to the business
Communication: Effectively communicate your work with team leads and cross-functional stakeholders on a regular basis
Data visualization: Use software (e.g., Looker, Python) to create diagrams, graphs, charts, and dashboards to represent trends and predictions
Experimentation: Design and analyze A/B experiments to evaluate the impact of changes and optimize our risk actions

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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