Job description

ABOUT WEALTH.COM wealth.com Wealth.com wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com wealth.com combines proprietary AI, enterprise-grade security and deep legal and tax expertise to support the full spectrum of client needs, from foundational estate plans to advanced estate and tax analysis and reporting. With Wealth.com wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com wealthmanagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. ROLE OVERVIEW A Client-Facing Technical Program Manager (TPM) owns delivery with our largest enterprise clients. You run the weekly cadence, scope what clients ask for, push back when a request is unrealistic, and escalate the right issues at the right time, so our engineers can stay focused on the roadmap. You represent Wealth.com, not the client: our roadmap, our capacity, and what we will and won't do. This role reports into Engineering and partners closely with Product, Support, and the business. WHAT YOU’LL DO - Run the Weekly Client Cadence: Own the project plan, status, risks, and decisions with the client, so engineers join calls only when their depth is needed. - Scope with Judgment: Work out what a client request really requires, such as where SSN redaction should live (database, API, or UI), and turn vague asks into scoped, agreed requirements. - Say No, and Say It Well: Push back with reasons and alternatives when a request is unrealistic, too large, or off-roadmap. Break "A through Z now" into "A through C now, the rest later," without damaging the relationship. - Escalate at the Right Time: Raise critical, blocked, or security-sensitive items early with a clear ask and an owner. Don't escalate everything, and never let an open item sit for months. - Know the Client and Our Plan: Learn each client's needs, constraints, and quirks, and weigh them against our roadmap, team capacity, and competing initiatives. - Cross-Functional Collaboration: Work daily with Engineering, Product, Support, and the business side, translating client needs into requirements and engineering constraints into language clients accept. - Handle Hard Conversations: Deliver bad news, manage missed expectations, and keep communication steady through delays. - Build Repeatable Process: Turn what works for one enterprise client into playbooks, templates, and reporting that other large clients can reuse. WHAT WE’RE LOOKING FOR - Technical Foundation: Past experience as a software engineer, or a computer science degree plus hands-on technical work. You can follow architecture and delivery tradeoffs and judge effort without being hand-held. You don't need to be coding today. - Program Management Experience: 7-10+ years running technical programs with external stakeholders. Prior TPM, consulting, solutions or forward-deployed engineering, or similar client-facing technical roles all count. - Proven Client-Facing Skill: Ability to describe a past client project, its conflicts, and how you handled them, clearly and without heavy prompting. - Willingness to Say No: You hold a position under pressure, neither a doormat nor combative, and keep the client's trust. - Cross-Functional Track Record: Experience working with Product, Engineering, Support, the business side, and clients on go-to-market products. - Platform-Level Understanding: You learn how the whole product fits together, not only one client's slice, and use that to right-size requests. - High Technical Presence: Exceptional written and verbal communication, adjusted for engineers, executives, and clients. PREFERRED QUALIFICATIONS - Experience with large enterprise or financial-institution clients - Familiarity with security, compliance, and due-diligence reviews - Experience with enterprise integrations, SSO, or data handling (such as PII redaction) - Exposure to WealthTech, FinTech, or estate and tax planning (helpful, not expected) - Experience building repeatable client delivery processes BENEFITS & PERKS - Hybrid work arrangement in New York City (3x a week) - Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. - 100% company-paid basic life insurance, short-term and long-term disability insurance. - 100% paid parental leave upon eligibility. - Company equity managed through Carta. - 401k with match and 100% vesting upon hire. - Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. - Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. - Free estate planning for life! Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

Requirements

Must-haves

Run the Weekly Client Cadence: Own the project plan, status, risks, and decisions with the client, so engineers join calls only when their depth is needed.
Scope with Judgment: Work out what a client request really requires, such as where SSN redaction should live (database, API, or UI), and turn vague asks into scoped, agreed requirements.
Escalate at the Right Time: Raise critical, blocked, or security-sensitive items early with a clear ask and an owner. Don't escalate everything, and never let an open item sit for months.
Know the Client and Our Plan: Learn each client's needs, constraints, and quirks, and weigh them against our roadmap, team capacity, and competing initiatives.
Cross-Functional Collaboration: Work daily with Engineering, Product, Support, and the business side, translating client needs into requirements and engineering constraints into language clients accept.
Handle Hard Conversations: Deliver bad news, manage missed expectations, and keep communication steady through delays.
Build Repeatable Process: Turn what works for one enterprise client into playbooks, templates, and reporting that other large clients can reuse.
Program Management Experience: 7-10+ years running technical programs with external stakeholders. Prior TPM, consulting, solutions or forward-deployed engineering, or similar client-facing technical roles all count.
Proven Client-Facing Skill: Ability to describe a past client project, its conflicts, and how you handled them, clearly and without heavy prompting.
Willingness to Say No: You hold a position under pressure, neither a doormat nor combative, and keep the client's trust.
Cross-Functional Track Record: Experience working with Product, Engineering, Support, the business side, and clients on go-to-market products.
Platform-Level Understanding: You learn how the whole product fits together, not only one client's slice, and use that to right-size requests.
High Technical Presence: Exceptional written and verbal communication, adjusted for engineers, executives, and clients.

Nice-to-haves

Experience with large enterprise or financial-institution clients
Familiarity with security, compliance, and due-diligence reviews
Experience with enterprise integrations, SSO, or data handling (such as PII redaction)
Exposure to WealthTech, FinTech, or estate and tax planning (helpful, not expected)
Experience building repeatable client delivery processes

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aiapirestgo

Platform: ashby
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Parental Leave