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Client Support Team Lead at Wealth.com | Hybrid

Wealth.comHybrid, New York, Tempe, San Francisco
Hybrid Full-time $90K/yr - $120K/yr

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Experience Level

Manager

Qualifications

QualificationsProven experience in a client support leadership role within a fintech or technology-driven organization. Strong analytical skills and the ability to leverage data for decision-making. Experience with AI-driven support solutions and automation. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced, rapidly changing environment.

About the job

About Wealth.com

Wealth.com is an advanced planning platform serving a broad range of clients in wealth management. Trusted by major financial institutions, the company blends proprietary AI with deep technical expertise. Recent recognition includes:

  • Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards
  • 2024 Best Technology Provider in the Trust category
  • Top estate planning market share in the 2025 Kitces AdvisorTech Study

Wealth.com fosters a collaborative workplace, encourages innovation, and has been certified as a Great Place to Work for 2025.

Role Overview: Client Support Team Lead

Location: Hybrid (New York City, Tempe, or San Francisco)

The Client Support Team Lead will build and guide a high-performing support team at one of the fastest-growing fintech platforms. This position goes beyond day-to-day management. The Team Lead will shape the support experience, develop team members, and redesign support processes using AI, automation, and data. The goal: move from reactive troubleshooting to proactive client success, ensuring support scales efficiently as Wealth.com grows.

What You Will Do

  • Design, implement, and manage the support infrastructure. This includes ticketing systems, routing logic, escalation paths, SLAs, and a tiered support structure. Systematize current processes and introduce new solutions as needed.
  • Lead, mentor, and support Client Support Associates. Set clear performance goals, define career paths, and establish specialization tracks as the team grows.
  • Shift the support approach from reactive to proactive. Use product instrumentation, analytics, and client feedback to improve the client experience.

About Wealth.com

Wealth.com is an innovative leader in the advanced planning space, offering cutting-edge technology and solutions that empower individuals to manage their wealth effectively. With a commitment to excellence and a focus on client success, we continuously strive to enhance our services to meet the evolving needs of our customers.

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