The Senior Manager/Director of Demand Generation will develop and execute effective demand generation strategies across digital and non-digital channels to drive lead volume and revenue growth. Responsibilities include pipeline creation, content collaboration, campaign measurement, and optimization of sales processes. The role requires strong skills in project management and communication within a B2B SaaS context.

As a Client Success Manager at Wealth.com, you will build and maintain relationships with small to medium-sized clients, ensuring their successful adoption of the Wealth.com platform. You will oversee client engagement throughout their lifecycle, manage renewals, and collaborate across departments to enhance client satisfaction and drive revenue growth.

The Applied Scientist will apply advancements in AI technologies such as LLMs, CV, and NLP within the estate planning sector. Responsibilities include fine-tuning and integrating AI models, building Q&A frameworks, and collaborating with engineers to enhance AI quality in production systems.

The Product Marketing Manager at wealth.com will develop and execute go-to-market strategies, collaborate with sales and customer success teams, conduct market and competitive analysis, and create messaging and marketing collateral that communicates the value of the company’s products to financial advisors and clients.

As a Product Owner at Wealth.com, you will drive product strategy and development in the estate planning sector, collaborating with engineering and marketing teams to deliver features that meet user needs while analyzing market data. You will be responsible for launching products, gathering user feedback, and building internal and external buy-in for product visions.

As the Regional Sales Manager for the Northwest region, you will drive revenue generation by identifying qualified leads, overseeing sales activities, and managing relationships with customers to achieve sales targets. You will engage in strategic sales opportunities, network through various channels, and deliver compelling presentations. Experience in fintech is preferred, and the role requires a consultative sales approach while collaborating with partners across the organization.

As the Regional Sales Manager for the Southeast region, you will drive new business in the financial advisory market, managing sales activities and customer relationships. You will focus on revenue generation, pursue strategic sales opportunities, deliver compelling presentations, and collaborate with internal teams to enhance customer experience.