Wealth.com
Open positions
Account Manager (Institutional)
We are seeking an Account Manager to support some of our largest institutional clients, including leading national banking organizations. This individual will play a key role in managing day-to-day client…
Head of Customer Experience
We’re hiring a Head of Customer Experience to own the post-sale experience — Support and Onboarding — for Wealth.com’s advisors and their end clients As leader of Customer Success, you will have the unique opportunity…
Technical Account Manager (Institutional)
We are seeking an Account Manager to support some of our largest institutional clients, including leading national banking organizations This individual will play a key role in managing day-to-day client relationships,…
Client Support Associate
The ideal Support Associate both enjoys, and has experience in, the customer service space. This may be through face-to-face channels, such as retail, or over the phone, live chats, or emails You enjoy working with…
Business Development Representative (West Coast)
In this role, you will focus on managing high-volume of both inbound leads and outbound business development, ensuring a client-first approach Your efforts will directly contribute to our growth and success in the…