Client Support Team Lead at Wealth.com | Hybrid

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.

Wealth.com partners with over 1,000 wealth management firms, offering a technology-focused estate planning platform tailored for financial institutions. The company’s tools help clients manage estate plans ranging from straightforward to highly complex, using proprietary AI and advanced security measures. Wealth.com has received industry recognition, such as Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, and was named 2024 Best Technology Provider in the Trust category. The company is also certified as a Great Place to Work for 2025. This Senior Accountant role is based in a hybrid arrangement, with options in New York or Tempe. The position involves direct responsibility for the full accounting cycle, daily financial operations, and supporting the finance team’s modernization efforts. Experience with fintech tools and a strong interest in applying AI to streamline accounting workflows, banking, and audit processes are important for this role. Key Responsibilities Cash Management: Oversee daily cash positions and prepare weekly cash flow reports to maintain adequate liquidity. Wire Transfers: Manage both domestic and international wire transfers.

Title: Senior Security EngineerLocation: Hybrid - New York, NY or Tempe, AZAbout Wealth.comAt Wealth.com, we stand at the forefront of estate planning technology, empowering over 1,000 wealth management firms to transform their client interactions regarding estate planning. As the only technology-driven, comprehensive platform tailored for financial institutions, Wealth.com enhances scalability, efficiency, and tangible client outcomes. Recognized by top financial industry leaders, we leverage proprietary AI, stringent security protocols, and extensive technological and legal expertise to cater to diverse client needs—from fundamental planning to intricate estate strategies. Our accolades include the Top Estate Planning Technology and Top Estate Planning Implementation awards at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and achieving the leading estate planning market share in the 2025 Kitces AdvisorTech Study.Our team is crucial to our reputation as the premier estate planning platform. We foster a collaborative and nurturing work environment that encourages innovation, making Wealth.com a genuinely rewarding place to work. We take pride in being certified as a Great Place to Work for 2025.The OpportunityWe are in search of a passionate and seasoned Senior Security Engineer to join our vibrant security team. This vital position entails spearheading the design, implementation, and maintenance of robust security protocols to safeguard sensitive financial data and transaction platforms from increasingly sophisticated cyber threats. As a subject matter expert, you will lead security architecture assessments and ensure compliance with rigorous financial industry regulations.

About UsAt Point One Navigation, we are pioneering the next generation of precise location technologies. Our goal is to create a cohesive location platform that enhances autonomy, safety, and operational efficiency across various sectors, from robotics to transportation. Our dynamic and collaborative team excels at tackling intricate challenges, moving swiftly, and making a significant impact.Role OutcomeAs the Technical Support Team Lead, you will take charge of the quality, efficiency, and scalability of our customer support operations. This position is a player-coach role, where you will manage complex technical support issues while simultaneously developing the systems, processes, and insights necessary to scale our support as we expand.Success in this Role Means:Rapid and effective resolution of customer issues, prioritizing speed and ensuring a positive experience.The organization maintains ongoing visibility into customer challenges, feature requests, and satisfaction levels.Leadership can make data-driven product and prioritization decisions based on real customer feedback rather than anecdotal evidence.Immediate Focus AreasDeliver Exceptional Technical SupportManage a substantial volume of customer support tickets, focusing on speed, accuracy, and customer confidence.Provide consistent, high-quality communication with customers, setting clear expectations and delivering timely updates throughout the support process.Demonstrate best-in-class technical support practices through active participation and leading by example.Collaborate closely with Field Application Engineers (FAEs) and Network Operations to resolve issues efficiently and keep customers informed.Establish a Scalable Support FrameworkCreate and implement a support ticket taxonomy that accurately reflects customer use cases, technical complexity, and urgency.Develop key support metrics (e.g., response time, resolution time, backlog health) and generate simple, actionable reports.Document standard operating procedures, escalation paths, and ownership models to ensure consistency without excessive bureaucracy.

About the RoleWe are in search of a dedicated and skilled Senior Governance, Risk, and Compliance (GRC) Analyst to enhance our team. This crucial position will allow you to safeguard our impactful operations, manage risks effectively, and ensure compliance with the intricate regulatory frameworks of the fintech sector. As a subject matter expert, you will transform complex requirements into practical controls while fostering a culture of security throughout the organization.Key ResponsibilitiesOversee information security and third-party risk assessments, formulating mitigation strategies.Lead both internal and external audits, including evidence collection and remediation efforts.

Join Reevo as a Customer Support Lead!In this pivotal role, you will be the cornerstone of Reevo’s customer support experience. Your mission will be to address customer inquiries, educate users, and advocate for the customer's voice within our organization. By establishing scalable processes and tools, you will help lay the groundwork for Reevo’s support function while developing a profound understanding of our platform to enable swift and effective problem resolution in collaboration with diverse teams. This position is perfect for individuals who are passionate about problem-solving, eager to learn intricate systems, and dedicated to providing exceptional support with care and accuracy.At Reevo, we prioritize cultivating a robust in-person culture and are currently in a growth phase. We expect our team members to work from our San Francisco office five days a week, as this is essential to our operational success and scaling efforts.

As a Client Solutions Lead at office-hours, you will be at the forefront of delivering innovative solutions to our clients. Your expertise will guide our team in creating tailored strategies that not only meet but exceed client expectations. You will collaborate with cross-functional teams to ensure seamless execution and foster strong client relationships.

Our MissionAs the foremost end-to-end investment platform for single-family rental homes (SFR), we are dedicated to transforming the rental housing ecosystem for the benefit of everyone involved. Our goal is to combine our enthusiasm for assisting investors in building wealth through real estate with innovative technology that revolutionizes the investment process.Growth and ExpansionWith over 750 talented Roofsters, our collaborative and proactive culture drives our growth. In 2022, we successfully raised $240 million in our Series E funding round, and we proudly operate offices in the Bay Area and New York City. Our growth trajectory includes the recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service), and Mynd (property management platform for both retail and institutional investors). Additionally, in 2025, Roofstock acquired a stake in Casago (short-term rental management services), further enhancing our platform to support both long-term and short-term rental investment services.Role OverviewThe Team Lead, Maintenance, plays a crucial role in ensuring seamless, high-quality field operations. This position focuses on managing the workforce lifecycle and administrative functions, combining field oversight, administrative management, and team development.Key ResponsibilitiesLead a team of in-house technicians and portfolio associates.Primarily administrative role with occasional site visits for quality assurance and coaching.Coordinate comprehensive maintenance efforts for multi-family and single-family properties, ensuring operational efficiency across routine, preventive, and emergency work orders.Act as the primary contact for emergency responses, addressing urgent situations decisively to mitigate risks and protect properties.Oversee the interviewing and selection process for team members, ensuring alignment with organizational standards and values.Facilitate the onboarding of new hires, providing training and resources for a smooth transition into field operations.Analyze daily and weekly reports to identify risks and guide the team proactively.Manage termination processes in compliance with company policies.Review and approve maintenance budgets and expenditures.

About Our TeamThe Employee Tech Experience (ETX) team is dedicated to enhancing the technological interaction of all OpenAI employees throughout their journey within our organization. Our mission is to facilitate seamless experiences that guide employees at every stage of their career at OpenAI. ETX comprises various disciplines, including IT Support, Logistics, System Operations, and ITAV.About the RoleAs the Executive IT Support Lead, you will be responsible for establishing and managing a premier IT support program tailored specifically for OpenAI executives. Your role will involve designing a scalable program that adapts to the evolving needs of our leadership team while providing direct IT support. You will have the unique opportunity to shape executive support processes with the backing of our IT team to ensure our executives benefit from the most secure and efficient technology solutions.Key Responsibilities:Defining Exceptional Executive IT Support: Utilize your extensive knowledge and experience to enhance Executive IT Support at OpenAI, aligning it with the requirements of our executives.Frontline Executive IT Support: Serve as the primary point of contact for senior leaders and their Executive Business Partners (EBPs), addressing all technology needs while communicating issues, solutions, and timelines effectively.Coordination with IT and Security: Work collaboratively with a diverse team of professionals to ensure that both you and the executives are well-supported and agile.Representing IT Excellence: Proactively identify the emerging needs of executives and assist IT in resolving potential issues before they arise.Qualifications:A minimum of 8 years of experience providing Executive IT Support in high-growth environments.Exceptional communication, troubleshooting, prioritization, coordination, and delegation skills.Proven ability to build trust with executives, business partners, and peers within ETX and IT.

About Delinea:Delinea is at the forefront of securing identities for both humans and machines through intelligent, centralized authorization. Our innovative approach empowers organizations to manage their interactions seamlessly across the modern enterprise. By harnessing the power of AI-driven intelligence, Delinea’s state-of-the-art cloud-native Identity Security Platform integrates context throughout the entire identity lifecycle – encompassing cloud and traditional infrastructures, data, SaaS applications, and AI. As the only platform that comprehensively identifies all user types—including workforce employees, IT administrators, developers, and machines—we enable precise access level assignments, real-time anomaly detection, and swift threat responses. With deployment timelines measured in weeks rather than months, a 90% reduction in resource management compared to the nearest competitor, and an impressive 99.995% uptime, Delinea guarantees robust security and operational efficiency without compromise. Discover more about us at Delinea.com, LinkedIn, X, and YouTube.We invite you to join our dedicated global team at Delinea to contribute to a safer and more secure world. Our success is built on unparalleled product leadership, exceptional engineering talent, and strategic investments from TPG. We prioritize diversity, innovation, and a culture of respect and fairness. If you are eager to challenge the status quo and push boundaries in the IT domain, we would love to hear from you!

The In-Store Onboarding team plays a pivotal role in supporting our clients during a crucial phase of their journey—implementation. As a global, collaborative team, we focus on customizing onboarding strategies to align with our clients' specific needs. From in-store restaurant technology to advanced platform features, we empower our new partners to start realizing ROI from day one.About the RoleAs the Team Lead for Implementation, you will guide a team of Implementation Partners dedicated to ensuring that clients achieve success with the SevenRooms platform. Your responsibilities will include coaching, mentoring, and developing the team while overseeing strategic initiatives that enhance adoption and foster long-term customer value. You'll cultivate a customer-centric culture that delivers exceptional service and measurable outcomes for hospitality operators globally.You’re Excited About This Opportunity Because You Will…Provide Team Support & Coaching: Lead your team in delivering top-notch implementation services.Drive Strategic Initiatives: Oversee projects aimed at increasing platform adoption and client satisfaction.Foster a Culture of Excellence: Build and maintain a customer-first environment that emphasizes outstanding service.

Responsibilities:Oversee the successful implementation of our flagship product, Insights.Contribute significantly to the development of innovative features while ensuring high-quality code craftsmanship within the team.Define and promote technology best practices and explore future platform iterations.Mentor and guide our engineering team, fostering their growth and development.Enhance the efficiency and quality of our engineering processes.

Join our dynamic team at Plaid as an Account Manager specializing in Banking and Wealth. In this pivotal role, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met while promoting our innovative financial solutions. Your expertise will help guide our clients in navigating the complexities of the financial landscape, driving their success and enhancing their experience with our platform.

Join Our MissionAs we approach 2026, the tech industry faces an "infinite software crisis". At Sazabi, we are pioneering a solution with our AI-native observability platform designed specifically for agile engineering teams.Welcome to Sazabi: Your Key to Effortless Application Management.Sazabi empowers teams to query their production systems in natural language, visualize operations in real-time, and diagnose issues with unprecedented speed—10x faster than traditional methods. Say goodbye to cumbersome instrumentation and alert configurations.We are proud to be backed by influencers from leading AI organizations including Vercel, Graphite, Daytona, Browserbase, LangChain, Mastra, Replit, and many more.

As the Operations (Ops) Team Lead at tsmg, you will play a crucial role in managing daily operations and providing essential support to our Drivers. Your leadership will be instrumental in ensuring our team operates smoothly and efficiently. Reporting directly to the Country Manager, you will be responsible for mentoring and guiding your team to achieve operational excellence.

Join Candid Health as a Customer Support Lead, where you will play a critical role in enhancing our customer experience. You will lead a team of support specialists, ensuring that our clients receive timely and effective assistance. Your leadership will help shape our support strategies and drive customer satisfaction.

Join Lead Bank, a pioneering fintech company dedicated to revolutionizing the banking infrastructure for embedded financial products and services. Headquartered in Kansas City, Missouri, we also have vibrant offices in San Francisco, Sunnyvale, and New York City, where our teams in technology, product design, and legal work collaboratively.As the financial landscape evolves at a rapid pace, Lead Bank is at the forefront, driven by a team of seasoned entrepreneurs and technologists with extensive experience in navigating complex banking and payment regulations. We combine regulatory knowledge with technological innovation to empower our fintech partners to scale their operations while ensuring compliance and creativity.At Lead, we offer unique advantages that every fintech seeks in a banking partner: exceptional technical expertise from our distinguished team of developers who possess a deep understanding of banking and payments systems, comprehensive oversight expertise, automated compliance systems, and tailored program management to address the rapidly changing regulatory environment. We are committed to transparency and operational rigor, ensuring that funds are handled responsibly.Role Overview:We are seeking a talented Software Engineer II to develop and maintain large-scale backend systems with an emphasis on performance, reliability, and scalability. You will collaborate closely with product managers and key stakeholders to implement new features that align with product objectives and meet customer requirements. You will be responsible for building systems from the ground up, tackling complex challenges, and demonstrating a consistent record of high performance and timely delivery. A passion for continuous learning and professional growth is essential.This job description is intended as a general overview and is not exhaustive. Team members may be assigned additional duties based on business needs.

Join Cloudflare as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes with our cutting-edge solutions. You will be responsible for nurturing client relationships, understanding their needs, and providing ongoing support to enhance their experience, ensuring they derive maximum value from our services.

OverviewAt Pylon Labs, we are revolutionizing post-sales support with our all-in-one B2B platform. Our innovative solution harnesses the power of conversational data and sophisticated intelligence, enabling our clients to manage their operations seamlessly and in real-time.We are proud to be supported by renowned investors including a16z, BCV, General Catalyst, and Y Combinator. Currently, over 1,000 companies, such as Linear, Cognition (creators of Devin), Modal Labs, and Incident.io, utilize Pylon for their support and customer success workflows. We are also featured on the Enterprise Tech 30 List.The RoleWe are seeking a talented senior engineer who is poised for a leadership opportunity while remaining hands-on with technology. Initially, you will serve as a senior individual contributor for 3-6 months, after which you will transition into a leadership role overseeing a small team while continuing to contribute directly to coding and feature deployment.This position is perfect for you if you're contemplating a management path but wish to explore it in a nurturing environment where you can receive coaching and develop your skills. If it turns out to be a great fit, you will have a clear progression towards the Engineering Manager role. If not, you will still be valued as a senior individual contributor.Key Responsibilities:Lead the design and implementation of significant features across our technology stack as a senior IC contributor.Mentor and guide 2-4 engineers, fostering their technical and professional growth.Gradually assume responsibilities for team coordination, sprint planning, and project management.Collaborate closely with our founding team to understand our approach to engineering leadership.Assist in scaling our engineering culture as we aim to double our engineering team by 2026.Who You Are:You have 3-5+ years of experience, likely at a senior engineer level, and are eager to explore management.You possess strong engineering fundamentals and deliver quality code efficiently, with a clear understanding of your strengths and areas for growth.You have a high emotional intelligence and can motivate others to excel without causing burnout.You have a solid product sense and are willing to collaborate cross-functionally to deliver products from inception to launch.You are approachable, open to feedback, and committed to continuous learning and improvement.

Join our dynamic team at fs-studio as a Robot Teleoperations Team Lead! In this pivotal role, you will lead a dedicated team focused on real-time remote control and monitoring of advanced robotic systems. This position merges operational leadership with technical expertise, ensuring optimal system uptime, precise task execution, and safe robot-assisted workflows.The ideal candidate will possess a strong background in leading technical operations teams within high-availability environments, demonstrating a keen ability to navigate the intersection of robotics, live system monitoring, and human-in-the-loop control.Key Responsibilities:* Manage the real-time teleoperation of robotic platforms through remote consoles, controller interfaces, and multi-monitor systems.* Uphold operational standards for uptime, latency response, precision control, and completion rates.* Oversee live telemetry feeds, camera streams, and system alerts, acting swiftly to resolve anomalies.* Serve as the escalation point for hardware, software, connectivity, or control-system challenges.* Mentor teleoperators in best practices for precision control, situational awareness, and safety compliance.* Maintain comprehensive operational logs and documentation ready for audits.* Collaborate with engineering and product teams to enhance teleoperation interfaces, alert systems, and workflow efficiency.* Assist in the integration of new robotic platforms, firmware updates, and teleoperation software releases.