Talent Acquisition Manager, Wealth.com
$85-130k
We reward high performance through a combination of base salary, performance-based incentives, and meaningful equity participation
More information about location
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$85-130k
We reward high performance through a combination of base salary, performance-based incentives, and meaningful equity participation
More information about location
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
- We aren't looking for a paper-pusher; we need a hunter who excels at outbound sourcing and a builder who takes extreme accountability for the candidate experience
- Experience: 3–5 years of full-cycle recruiting experience, preferably in a fast-paced tech or Saas environment
- Scaling Success: Proven track record of helping a company scale rapidly (e.g., doubling headcount while maintaining quality)
- Sourcing Expertise: Advanced skills in "headhunting," you know how to find the needle in the haystack
- Tech Savvy: Expert-level knowledge of Applicant Tracking Systems (ATS) and modern HR tech stacks
- Communication: Exceptional verbal and written communication skills; you can sell the Wealth.com vision to anyone
- Operational Excellence: Strong organizational and time management skills with a proven ability to prioritize high-impact hiring over administrative noise
- Precision in Motion: High attention to detail and the ability to maintain accuracy while multitasking in a fast-paced work environment
- Tech Stack Fluency: Proficiency in Google Suite and expertise in virtual collaboration tools (Zoom, Teams) to facilitate a seamless hybrid interview process
- Adaptable & Resilient: You thrive in the ambiguity of a scaling environment. When priorities shift on a Tuesday morning, you’ve adjusted your sourcing strings by Tuesday afternoon
- Accountable: You take extreme pride in your work. If a role is hard to fill, you don't make excuses, you find a new way to solve the problem
- A People Person with an Analytical Mind: You possess the emotional intelligence to deeply understand a candidate’s motivations and the analytical mindset to optimize every stage of the recruitment funnel
- Process-Oriented: You aren't satisfied with "the way we've always done it." You are constantly looking for ways to up-level our bar for talent
What the job involves
- Wealth.com is looking for a Talent Acquisition Manager who does more than just fill seats, you build the engines that drive our growth
- As a key member of our People Team, you will blend high-level strategy with "in-the-trenches" execution
- You will be the face of Wealth.com, ensuring we don’t just find "available" talent, but the top talent required to disrupt the fintech industry
- Aggressive Outbound Sourcing: Proactively identify and engage passive candidates through LinkedIn Recruiter, specialized networks, and creative outreach. You don’t wait for applicants; you go get them
- Full-Cycle Ownership: Manage the entire recruitment lifecycle from intake meetings and sourcing to offer negotiations and pre-boarding
- Process Architecture: Evaluate our current hiring workflows and take the initiative to implement new systems, interview rubrics, and ATS optimizations that up-level our efficiency
- Strategic Partnership: Serve as a trusted advisor to hiring managers across departments, providing market insights and adjusting strategies in real-time based on business needs
- Candidate Experience & Branding: Ensure every candidate whether hired or not, has a world-class experience that reflects our brand values
- Accountability & Reporting: Own your metrics. Track and report on pipeline health, conversion rates, and time-to-fill, using data to pivot when a search gets tough
- Onboarding Integration: Work closely with the People Team to ensure a seamless handoff from "Signed Offer" to "Productive Employee."
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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