Wealth is hiring a
Sr. Product Council

Summary

Join Wealth.com as a Sr. Product Council in the legal department, a key member responsible for developing estate planning documents, serving as a trusted advisor, and collaborating cross-functionally. This is a remote position offering competitive salary, benefits, and equity.

Requirements

• J.D. degree from an American Bar Association accredited law school
• Active law license in at least one U.S. state, in good standing
• Minimum 3 years of experience as a practicing attorney
• Strong experience, specifically within trusts and estates
• Strong communication skills (written and verbal), with an impressive ability to breakdown and articulate complex legal considerations in layman terms
• Proactive, entrepreneurial and problem-solving mindset with a passion for new areas of business and technology development in fintech and estate planning
• Excellent judgment and aptitude for optimization given ambiguous and imperfect information
• Ability to lead projects as a resourceful and execution-oriented self-starter, to pivot between projects and competing objectives, to learn quickly and to think creatively
• Ability to collaborate with and build strong relationships across departments
• Experience with business development or speaking engagements
• Willingness to travel 3 to 4 times a year to attend sales obligations and company retreats (U.S. only)

Responsibilities

• Develop, draft, maintain and improve legal templates and workflows for the formation of estate planning documents across all 50 states and DC
• Serve as a trusted advisor and subject matter expert to other departments
• Provide full product life-cycle counseling, including building scalable and efficient processes
• Lend legal expertise to the engineering and data science teams in developing AI tools
• Support the sales team during trade shows, conferences, sales demos and other meetings, if needed
• Be responsive to customer questions arising from the support team
• Write articles, blogs and other content on estate planning topics for product feature releases or general education with the marketing team
• Stay up-to-date on laws and regulations trusts and estates, wealth transfer and tax-driven planning, to help Wealth adapt to, and capitalize on, changing regulatory environments
• As the need arises, support the Chief Legal Officer to address legal risk in business-centric decisions, including strategic projects, contract negotiations, and product risk management

Preferred Qualifications

• Probate or estate controversy
• Commercial contracting
• Investment Advisors Act

Benefits

• Fully remote, flexible work environment
• Medical, dental, vision benefits
• 100% paid STD/LTD and Basic Life Insurance
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Holidays and the day off for your birthday!
• Paid Parental Leave
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire
• Free lifetime access to wealth.com estate planning!