---
title: "Data Person"
company: "Wealth.com"
company_url: "https://www.remjobs.works/companies/wealth-com"
url: "https://www.remjobs.works/job/wealth-com-data-person-53d4899f-545f-4e7e-9674-f4629ca8c295"
apply_url: "https://jobs.ashbyhq.com/wealth-com/fa09c643-71e8-4442-90b6-f2894817a2f2"
workplace: hybrid
location: "New York, New York"
employment_type: full-time
seniority: mid
role: other
region: united-states
skills: ["dbt", "sql"]
salary: "$150,000–$180,000 per year"
date_posted: 2026-08-18T13:45:30.796Z
first_seen_by_remjobs: 2026-09-15T16:25:57.126Z
---

# Data Person

**Wealth.com** · New York, New York

Salary: $150,000–$180,000 per year

Apply: https://jobs.ashbyhq.com/wealth-com/fa09c643-71e8-4442-90b6-f2894817a2f2

## About the role

**About **[Wealth.com](http://Wealth.com)

[Wealth.com](http://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](http://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](http://wealth.com) a place where everyone truly enjoys working. [Wealth.com](http://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.

---

Source: Wealth.com's own career page, read by RemJobs. Canonical HTML version: https://www.remjobs.works/job/wealth-com-data-person-53d4899f-545f-4e7e-9674-f4629ca8c295