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.

