Head of Customer Success

Wealth.com; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work arrangement in New York

Excellent medical, dental, and vision

100% company-paid life insurance

100% paid parental leave

Company equity (Carta)

401k match and vesting

Flexible PTO

Holiday leave and birthday leave

Free estate planning

Job summary

Wealth.com is hiring a Head of Customer Success to own post-sale experiences — Support and Onboarding — for Wealth.com’s advisors and their end clients. Lead a scalable, unified customer experience function and build the backbone for growth over the next 18–24 months.

This is a process, people, and systems leadership role focusing on operating model design, team coaching, and technology-enabled workflows, with hands-on readiness when needed.

Qualifications

• Track record of owning outcomes and driving measurable improvements.
• Demonstrated people leadership with team alignment and scalable results.
• Comfort operating with ambiguity and speed; balance rigor with startup adaptability.
• Executive presence with polished communication and ability to present data to leadership.
• Genuine empathy for financial advisors' clients and ability to manage tight timelines.

Responsibilities

• Strategic Leadership over post-sale experience for Wealth.com advisors and clients.
• Design operating model, coaching structures, and technology/workflow backbone for scalable support.
• Lead across Success, Onboarding, and Support to enable growth over the next 18–24 months.

Skills

Strategic leadership

Operational excellence

Cross-functional collaboration

People leadership

Executive presence

Customer success

Data-driven decisions

Job description

About 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 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 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 Tax Planning, firms can deliver more integrated, proactive planning through a single platform.

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 Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study.

Role Overview

We’re hiring a Head of Customer Success 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 to unify and build out a single, scalable customer experience function and build the infrastructure to carry it through our next 18–24 months of growth.

This is primarily a process, people, and systems leadership role — not a hands-on delivery seat. You’ll spend most of your time designing the operating model, coaching the team, and building the technology and workflow backbone that lets a lean team support a fast-growing advisor base. That said, we’re still a company where everyone gets their hands dirty when it counts, and you should be comfortable stepping into a ticket, a call, or an onboarding session when the moment calls for it.

What You’ll Do

• Strategic Leadership

• Operational Excellence

• Cross-Functional Collaboration

What You’ll Bring

• A track record of owning outcomes, not just inheriting them — you can speak to specific changes you drove (an incentive redesign, a new lifecycle program, a support model overhaul) and the data behind why they worked.

• Demonstrated people leadership — real examples of getting a team aligned and moving in the same direction, not just “I managed a team of X.”

• Comfort operating with ambiguity and speed. A blend of institutional rigor and startup adaptability — in either order — is ideal.

• Executive presence: polished communication and the ability to present data and recommendations directly to leadership.

• Genuine empathy for the financial advisor’s experience — understanding that a bad moment for their end client reflects directly back on them, and that timing (a task due before a client meeting in the next hour) can matter as much as the task itself.

• Experience leading Support and/or Onboarding through Series A/B through the next stage of growth, and ability to translate that playbook into Wealth.com; or experience from a more established Customer Success/Experience function where you can see 18–24 months ahead and are ready to apply that experience proactively rather than reactively.

Nice to Have

• Experience in fintech or another regulated, relationship-driven vertical.

• Experience standing up or scaling an AI-assisted support model (e.g., Intercom/Fin or similar).

• Experience building both enterprise/institutional and SMB-style onboarding motions in parallel.

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.