Data Person

Department: Technology

Location: New York, New York

Compensation: $150K – $180K • Offers Equity

Employment Type: FullTime

About Wealth.com

Wealth.com is the industry's leading AI Wealth Management platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company's Best Workplaces for Innovators!

Role Overview

As a Senior Data Analyst, Product, you will partner with our product team to strengthen data-informed decision making by defining sharp success metrics. You will dive deep into our transformation and reporting platforms to improve self-service through AI and traditional dashboards, while also delivering ad hoc analyses to guide product development.

What You'll Do

• Develop and maintain key performance metrics and dashboards to track success metrics across our product

• Analyze product usage and revenue data to identify trends, opportunities, and areas for improvement

• Accelerate AI self-service in our intelligence layer: Omni and Amplitude

• Research and implement best practices to enhance AI reporting accuracy and reliability

• Provide actionable insights to senior leadership and business stakeholders to inform decision-making

• Refine ambiguous questions and generate new insights through a deep understanding of the data, our customers, and our business

• Ability to translate technical and quantitative analyses into digestible and actionable recommendations

What You'll Bring

• 4+ years of experience in analytics or strategic role at a technology company

• Strong SQL and dbt skills

• Prior experience with Omni (or similar BI tools)

• Understanding of SaaS business models and product metrics

• Very strong organizational skills

• Strong communication skills

• Experience optimizing context for and output of AI analytical systems

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.