Account Support Specialist, Wealth.com
$66-75k
+ Equity + Performance-based incentives
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$66-75k
+ Equity + Performance-based incentives
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
- 1–3 years of experience in client services, administrative operations, or similar roles
- Strong attention to detail and ability to manage multiple tasks simultaneously
- Comfortable using internal systems and learning new technology quickly
- Excellent communication skills and ability to work cross-functionally
What the job involves
- The Account Support Specialist is responsible for supporting Account Management by executing critical client and advisor administrative workflows
- This role ensures seamless account transitions, accurate provisioning, and efficient internal processes that enhance the overall client experience
- This position is essential to maintaining a smooth and scalable client journey
- Provision and configure new advisor accounts and teams in internal systems
- Manage advisor transitions, including moves between account managers or teams
- Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information
- Perform data updates, migrations, and account reconciliations to ensure accurate records
- Collaborate with Account Management to prioritize and track requests, ensuring timely completion
- Identify and escalate process issues or bottlenecks that impact client experience
- Maintain documentation of workflows, processes, and best practices
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 (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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