Median comp
$115k–$145k
n=23 roles
Top locations
Remote, USA
Newport Beach · New York, New York, United States
Tech stack
8 tools
Salesforce · Python · Outreach
Tech stack
Open roles
| Role | Location | Comp | |
|---|---|---|---|
| Tax Support Specialist Wealth Solutions - Tax | Newport Beach | — | |
| Tax Manager (California) Wealth Solutions - Tax | Remote | $110k–$145k | |
| 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 | Remote | $106k–$145k | |
| Sales Associate Client Development | Remote | — | |
| Tax Partner, UHNW - San Francisco, Los Angeles, Orange County (Hybrid) Wealth Solutions - Tax | Remote | $250k–$400k | |
| Managing Partner, Estate Planning, UHNW - San Francisco, Los Angeles, Orange County (Hybrid) Wealth Solutions - Estate Planning | Remote | $300k–$450k | |
| Estate Planning Partner, UHNW - San Francisco, Los Angeles, Orange County (Hybrid) Wealth Solutions - Estate Planning | Remote | $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, Wealth Solutions Strategy and Analytics Wealth Solutions - Tax | Remote | $128k–$150k | |
| Senior Salesforce Engineer Technology | Remote | $115k–$145k | |
| Director, Targeted Acquisition 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 (Springfield, MO) 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 (Sales) Client Development | Remote | $106k–$120k | |
| Retirement Plan Specialist Wealth Solutions | Remote | — |
Locations
Remote, USA25Newport Beach1New York, New York, United States1Remote, USA; Springfield1Springfield1Atlanta; Denver (HQ); San Francisco1