Senior Applied Scientist, Wealth.com
AI/ML
$180-214k
+ Equity
Best-in-class estate planning technology
Be an early applicant
Best-in-class estate planning technology
101-200 employees
Be an early applicant
$180-214k
+ 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
- Bachelor's, Master’s OR PhD degree in Computer Science, Electrical or Computer Engineering, or related field (e.g., statistics, predictive analytics, research)
- Experience building sophisticated RAG pipelines with LLMs (with frameworks like LangChain, LlamaIndex, Hamilton, etc.)
- Experience working on deep learning architectures specifically with Natural language-based models (Pytorch/Tensorflow), vector databases and graph databases
- Experience developing applications using prompt engineering, fine tuning, Google Vertex AI APIs, Azure Open AI APIs or equivalent
Desirable
- Bachelor’s degree in Computer Science, Electrical or Computer Engineering, or related field (e.g., statistics, predictive analytics, research) AND 7+ years related experience (e.g., statistics, predictive analytics, research)
- OR Master’s/PhD degree in Computer Science, Electrical or Computer Engineering, or related field (e.g., statistics, predictive analytics, research) AND 5+ years related experience (e.g., statistics, predictive analytics, research)
- OR equivalent experience
- 1+ year(s) experience creating publications (e.g., patents, peer-reviewed academic papers)
- 3+ years experience writing production code as well as deploying and maintaining shipped AI/ML models over time
- 2+ years experience conducting research as part of a research program (in academic or industry settings) in areas of machine learning, deep learning, NLP, data mining, information retrieval
- 5+ years of experience in Python
What the job involves
- We are looking for passionate individuals seeking to apply the latest advancements in Large Language Models (LLM), Computer Vision (CV) and Natural Language Processing (NLP) in the legal & financial tech sector
- Applied Scientists will work collaboratively with Software Engineers and other Applied Scientists to pursue a broad range of AI initiatives. By using a combination of various state-of-the-art natural language and vision models, Applied Scientists will help build complex legal AI agents
- Finetune and integrate the latest Large Language Models (LLMs) such as OpenAI/Gemini/Claude/Llama/MistralAI models into production systems
- Train, finetune and deploy large-scale NLP and CV models to power complex document understanding experiences
- Design and implement scalable, efficient and highly precise Q&A RAG frameworks
- Work with complex datasets from various sources to build Extract, Transform, and Load (ETL) data pipelines for downstream tasks
- Collaborate with other product managers and engineers in the team to build tools to evaluate and improve the end-to-end AI quality of our production systems
- Effectively communicate and demonstrate work to stakeholders
- Lead projects from end to end, take full ownership, and make key decisions about architecture, modeling approaches, and tools
- Align technical work with business goals and communicate the impact of machine learning models in terms of business outcomes
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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