Median comp
$136k–$160k
n=32 roles
Top locations
Remote, USA
San Francisco · Newport Beach
Tech stack
10 tools
Salesforce · Outreach · The Org
Tech stack
Open roles
| Role | Location | Comp | |
|---|---|---|---|
| Sales Enablement Specialist Client Development | Remote | $94k–$110k | |
| Tax Manager (NorthEast) Wealth Solutions - Tax | Remote | $116k–$145k | |
| Associate Vice President, Channel (San Francisco, CA) Client Development | San Francisco | $65k–$80k | |
| Content Operations Specialist Marketing | Remote | — | |
| Sales Associate Client Development | Remote | — | |
| Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone) Wealth Solutions - Estate Planning | Remote | — | |
| Tax Partner - UHNW (Orange County) Wealth Solutions - Tax | Newport Beach | $213k–$250k | |
| Tax Partner - UHNW (Los Angeles) Wealth Solutions - Tax | LA Century City | $213k–$250k | |
| Managing Partner, Estate Planning - UHNW (Los Angeles) Wealth Solutions - Estate Planning | LA Century City | $255k–$300k | |
| Managing Partner, Estate Planning - UHNW (Orange County) Wealth Solutions - Estate Planning | Newport Beach | $255k–$300k | |
| Estate Planning Partner, UHNW (Orange County) Wealth Solutions - Estate Planning | Newport Beach | $213k–$250k | |
| Estate Planning Partner, UHNW (Los Angeles, CA) Wealth Solutions - Estate Planning | LA Century City | $213k–$250k | |
| Tax Support Specialist (Newport Beach, CA) Wealth Solutions - Tax | Newport Beach | — | |
| Senior Tax Associate (California) Wealth Solutions - Tax | Remote | $95k–$105k | |
| Senior Director, Client Wealth Expansion Marketing | Remote | $170k–$200k | |
| Tax Manager (West Coast) Wealth Solutions - Tax | Remote | $110k–$145k | |
| Tax Manager (Northeast) Wealth Solutions - Tax | Remote | $106k–$135k | |
| Tax Manager (NorthEast) Wealth Solutions - Tax | Remote | $110k–$145k | |
| Tax Manager (California) Wealth Solutions - Tax | Remote | $110k–$145k | |
| Tax Manager (Florida) Wealth Solutions - Tax | Florida | $106k–$155k | |
| Sales Associate Client Development | Remote | — | |
| Tax Partner - UHNW (San Francisco) Wealth Solutions - Tax | San Francisco | $250k–$400k | |
| Managing Partner, Estate Planning - UHNW (San Francisco) Wealth Solutions - Estate Planning | San Francisco | $300k–$450k | |
| Estate Planning Partner, UHNW (San Francisco) Wealth Solutions - Estate Planning | San Francisco | $250k–$400k | |
| Senior Tax Associate (Southern California) Wealth Solutions - Tax | Remote | $90k–$105k | |
| Senior Tax Associate (California) Wealth Solutions - Tax | Remote | $90k–$105k | |
| Operations Specialist - Insurance Solutions Wealth Solutions - Insurance | Remote | — | |
| Tax Partner - UHNW Wealth Solutions - Tax | Remote | $250k–$400k | |
| Estate Planning Partner – UHNW Wealth Solutions - Estate Planning | Remote | $250k–$400k | |
| Managing Partner, Estate Planning – UHNW Wealth Solutions - Estate Planning | Remote | $300k–$450k | |
| Creative Director Marketing | New York, New York, United States | — | |
| Annuity Solutions Director Wealth Solutions - Insurance | Remote | $136k–$160k | |
| Senior Manager, Strategy and Analytics- Wealth Solutions Wealth Solutions - Tax | Remote | $128k–$150k | |
| Senior Salesforce Engineer Technology | Remote | $115k–$145k | |
| Director, GTM Engineering Marketing | Remote | $145k–$175k | |
| Director, Wealth Strategy - Estate Planning Wealth Solutions - Estate Planning | Remote | $170k–$200k | |
| Community Analytics Manager Marketing | Remote | $95k–$105k | |
| Client Service Associate (Pacific Standard Time) Wealth Solutions - Brokerage Solutions | Remote | — | |
| Account Operations Specialist Wealth Solutions - Brokerage Solutions | Springfield | — | |
| Associate Vice President, Channel (San Francisco, CA, Denver, CO, Phoenix, AZ, Atlanta,GA)) Client Development | Atlanta; Denver (HQ); San Francisco | $68k–$80k | |
| Senior Manager, Revenue Operation Analytics Client Development | Remote | $106k–$120k | |
| Retirement Plan Specialist Wealth Solutions | Remote | — |
Locations
Remote, USA27San Francisco4Newport Beach4LA Century City3Florida1New York, New York, United States1
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