--- title: 'Regional Sales Manager - West Region at Wealth.com' canonical: 'https://feeny.ai/job/regional-sales-manager-west-region-wealth-com-united-states-17cdvq3zsxwa' type: 'job' last_seen: '2026-09-08' --- # Regional Sales Manager - West Region at Wealth.com - **Company:** Wealth.com - **Location:** United States - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-08-17 - **Last confirmed live:** 2026-09-08 - **Apply:** https://jobs.ashbyhq.com/wealth-com/dfe5dddb-3fe0-4668-b202-603ec46ae696 ## Job description Title: Regional Sales Manager Location: Remote, USA ## About Us Wealth.com http://Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com http://Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com http://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 http://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. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com http://Wealth.com a truly enjoyable workplace. Wealth.com http://Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity As the Regional Sales Manager, you will be at the forefront of driving new business in the financial advisory market. Your role involves identifying qualified leads, prospecting new customers, and overseeing sales activities across a specified territory of geographic accounts. We are seeking candidates with an entrepreneurial spirit who thrive in high-energy environments and aren't afraid to roll up their sleeves. Key Responsibilities: - Revenue Generation: Drive net-new revenue and achieve established production targets and goals within the assigned territory. - Strategic Sales: Pursue sales opportunities through existing channels and markets strategically. - Customer Relationships: Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory. - Sales Execution: Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts. - Coordination: Report to the Regional Director to coordinate sales activities and engage with partners. - Networking: Network through trade shows, social media, and other channels. - Target Achievement: Achieve sales targets with a focus on quality over quantity. - Presentations: Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition. - Consultative Sales: Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity. - Client Education: Educate potential clients and their teams on the power of our dynamic digital estate planning platform. - Collaboration: Collaborate with colleagues across the organization, including leadership, product, and client success teams. - Pipeline Management: Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations. - Customer Experience: Passionately supports our commitment to creating an outstanding experience for our prospects and customers. - Business Development Partnership: Partner with the BDR team aligning expectations on qualification of leads and outbound strategy. Qualifications and Skills: - Bachelor’s degree or equivalent relevant work experience required. - 3 years of sales experience (fintech preferred). - Willingness to travel up to 50%. - Proven track record of achieving/exceeding sales goals. - Self-starter who thrives in an entrepreneurial environment, capable of setting and achieving goals, executing plans, and working effectively with customers and the company’s management team. - Excellent communication, negotiation, organizational, and analytical skills. - Enjoys working in informal teams bonded by trust, equality, and sense of purpose ## Benefits & Perks - Competitive salary. - Fully remote. We also meet together in person several times a year. - 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. 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. ## About Wealth.com ## Company Overview - **One-liner**: Wealth.com is an AI-powered estate and tax planning platform that enables financial advisors to deliver scalable, proactive planning to their clients. - **Entity Type**: Private (backed by leading institutional investors including Google Ventures, Charles Schwab, and Citi) - **Headquarters**: Tempe, Arizona, USA (with additional offices in New York City and San Francisco) - **Founded**: 2020 (founded after Rei Carvalho sold Emailage to LexisNexis) - **Founders**: Rei Carvalho (Co-Founder & Executive Chairman), Rafael Loureiro (CEO), Tim White (Co-Founder) ## Core Business - **Primary industry/industries**: Financial Services – Estate Planning & Tax Planning Software - **Target customers**: B2B – Financial advisors, wealth managers, private banks, broker-dealers, and RIAs serving mass affluent to ultra-high-net-worth clients - **Mission or purpose**: “Remove the complexity from estate planning and give families, and the advisors who serve them, the clarity and confidence to plan for every tomorrow.” [wealth.com](https://www.wealth.com/about/) ## Products & Services - **[Estate Planning Platform]**: A unified SaaS platform for creating attorney-grade documents (wills, trusts, powers of attorney, healthcare directives) and managing the full estate planning lifecycle. - **[Ester® AI Engine]**: AI that extracts, summarizes, and analyzes existing estate and tax documents, turning complex documents into actionable insights. - **[Scenario Builder]**: Visualization tool that models wealth transfer, tax implications, and multi-generational estate scenarios. - **[Vault]**: Secure document storage and sharing portal for clients and their trusted advisors. - **[Tax Planning Module]**: Integrated tax analysis that brings estate and tax planning together, enabling continuous optimization. - **[Integrations]**: Direct API integrations with Salesforce, eMoney, Orion, Wealthbox, Redtail, Addepar, BlackDiamond, Schwab, Carta, Coinbase, Zillow, and more. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (privately held) - **Key Metric**: Combined AUM of wealth managers using Wealth.com exceeds $15 trillion [wealth.com](https://www.wealth.com/about/) - **Notable Investors/Partners**: Google Ventures, Charles Schwab, Citi Ventures, Anthos Capital, Alumni Ventures, Dynasty Financial Partners, Titanium Ventures, Pruven Capital, Fifty Three Stations (The Pritzker Organization), Firebolt Ventures, Bela Juju Ventures, Kfund [wealth.com](https://www.wealth.com/about/) - **Growth Signals**: LinkedIn followers grew 56.5% year-over-year (12,617 followers). Active job postings increased 116.7% year-over-year (13 open roles). Offices expanded to three major U.S. cities (NYC, Tempe, SF). [linkedin.com](https://www.linkedin.com/company/wearewealth) ## Competitive Advantages - **AI-native platform**: Ester® AI extracts and analyzes legal documents, saving advisors hours of manual review. - **Full lifecycle coverage**: From document creation to ongoing monitoring and tax optimization – not just a document generator. - **Deep integrations**: Connects with the most widely used wealth management tools (CRMs, portfolio systems, custodians), reducing data entry. - **Institutional trust**: Used by the largest private banks, wirehouses, and broker-dealers, with over $15 trillion in AUM represented. - **Advisor-led model**: Strengthens advisor-client relationships by keeping the advisor at the center of planning. ## Strategic Focus - **AI & automation**: Continued investment in AI (Ester®) to further automate document analysis, tax scenario modeling, and proactive planning alerts. - **Tax planning expansion**: Deepening the tax module to make tax optimization a continuous, integrated part of estate planning. - **Platform scale**: Growing the number of firms and advisors using the platform, expanding into new segments (emerging wealth to UHNW). - **Partnership ecosystem**: Building additional integrations and strategic partnerships with financial institutions and technology providers. ## Why Work Here - **Culture**: Five core values – Compassionate Honesty, Seek Progress Not Perfection, We Win Together, Inspired to Innovate, Accountability Matters. [wealth.com](https://www.wealth.com/careers/) - **Work model**: Hybrid/office-based with modern collaborative spaces in NYC (NoMad), Tempe (downtown), and San Francisco. “We believe our best work happens when people spend meaningful time together.” [wealth.com](https://www.wealth.com/careers/) - **Benefits**: Free lifetime estate planning for employees, 401k with 100% company match and immediate vesting, full medical/dental/vision coverage, equity (stock options), flexible PTO, paid parental leave, paid holidays (including your birthday). [wealth.com](https://www.wealth.com/careers/) - **Engineering culture**: Focus on AI/ML, security, and platform engineering. Open roles include Senior Software Engineer - AI/ML, Senior Security Engineer, Applied Scientist - AI/ML Intern. [linkedin.com](https://www.linkedin.com/company/wearewealth) - **Growth**: Rapidly scaling company with strong year-over-year hiring growth and a mission-driven product that directly impacts families’ financial security. ## Sources 1. [wealth.com - About](https://www.wealth.com/about/) 2. [wealth.com - Careers](https://www.wealth.com/careers/) 3. [linkedin.com - Wealth.com](https://www.linkedin.com/company/wearewealth) 4. [cbinsights.com - Wealth.com](https://www.cbinsights.com/company/wealth) ## Other roles at Wealth.com - [Product Manager, AI](https://feeny.ai/job/product-manager-ai-wealth-com-new-york-h6jat2gfmd3v) — New York, NY / Tempe, AZ / San Francisco, CA - [Director, People Operations, Programs, & AI Innovation](https://feeny.ai/job/director-people-operations-programs-ai-innovation-wealth-com-new-york-142m87svqg5s) — New York, NY - [Account Manager, Mid Market](https://feeny.ai/job/account-manager-mid-market-wealth-com-united-states-ar3jm7zb6cyg) — United States - [Account Manager, Enterprise](https://feeny.ai/job/account-manager-enterprise-wealth-com-united-states-qpeqz2sdb42b) — United States - [Senior Data Analyst, Product](https://feeny.ai/job/senior-data-analyst-product-wealth-com-new-york-1wf4zt3qnsaa) — New York, NY - [Client Support Associate](https://feeny.ai/job/client-support-associate-wealth-com-united-states-ycrzf4grvpn5) — United States - [Paralegal, Estate Planning](https://feeny.ai/job/paralegal-estate-planning-wealth-com-new-york-gtwqgme501gf) — New York, NY - [Senior Product Marketing Manager](https://feeny.ai/job/senior-product-marketing-manager-wealth-com-new-york-x4xwysam1zqh) — New York, NY - [Senior Product Designer, AI-Native Product](https://feeny.ai/job/senior-product-designer-ai-native-product-wealth-com-new-york-wkdqjhyyprjc) — New York, NY - [Associate Software Engineer](https://feeny.ai/job/associate-software-engineer-wealth-com-new-york-drg06vxkhk4f) — New York, NY / Tempe, AZ / San Francisco, CA