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Senior Product Analytics Engineer

Wealth · New York , New York

Location
New York , New York, United States
Workplace
Hybrid
Employment
Full time
Level
Senior
Posted
2 months ago

About this role

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 Product Analytics Engineer, 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.

As published by Wealth. Applications are handled on their site.

Skills this posting mentions

Wealth ManagementBusiness Intelligence ToolsAnalytics

About Wealth

Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to support the full spectrum of client needs - from foundational estate plans to advanced estate and tax analysis and reporting. With the introduction of Wealth.com Tax Planning, firms can deliver more integrated, proactive planning through a single platform. Wealth.com has been widely recognized for innovation and leadership, earning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, as well as the #1 estate planning market share in the 2025 Kitces AdvisorTech Study. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

All 13 openings at Wealth

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  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

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Listed from the job board Wealth publishes. Refolk is not the employer and does not handle their hiring. Applications go to Wealth directly.