ABOUT US
Wealth.com http://Wealth.com is the leading advanced planning platform for estate and tax planning. More than 2,700 wealth management firms, representing over $15 trillion in client assets, partner with us, including 3 of the 5 largest U.S. banks. Advisors have created over 100,000 estate plans on the platform, and we’re backed by investors including Google Ventures, Charles Schwab, and Citi.
We were named #1 in estate planning market share in the 2025 Kitces AdvisorTech Study, a category leader in the 2026 T3 / Inside Information Advisor Software Survey, and a seven-time finalist at the 2026 Wealth Management Industry Awards. We’re also on Newsweek’s America’s Greatest Startup Workplaces list and Fortune’s Best Small Workplaces list, and are Great Place to Work certified.
THE ROLE
As Workplace Manager, you’ll do two jobs that reinforce each other. You’ll run the day-to-day of our office, from vendors and supplies to events and new-hire logistics, and you’ll support our executive team, keeping their schedules, travel, and priorities on track so they can focus on the company.
You’ll work with people across Wealth.com http://Wealth.com and with our leadership team every day. The role rewards someone who operates with high proactivity—spotting bottlenecks before anyone else notices, anticipating needs before they’re voiced, building simple systems that scale, handling sensitive information with discretion, and treating every coworker as a customer.
In your first 12 months, you will
- Make the workplace run smoothly. Own the daily operations of our space, proactively resolving friction points so employees rarely need to think about logistics.
- Be a trusted partner to leadership. Become the person executives rely on to stay two steps ahead—managing calendars, travel, and meetings, flagging scheduling conflicts early, and keeping follow-ups from slipping.
- Build systems that last. Put in place clear processes and dashboards for requests, vendors, budgets, supplies, and executive priorities, so nothing depends on memory or last-minute firefighting.
- Shape the employee experience. Plan events and moments that strengthen our culture and make new hires feel welcome from day one.
WHAT YOU’LL DO
- Proactively manage daily office operations, anticipating supply needs, handling facilities requests, and maintaining strong vendor relationships.
- Be the first point of contact for employee needs, resolving them quickly and warmly while spotting recurring issues to fix at the root.
- Manage executive calendars, travel, and expenses, proactively resolving conflicts and coordinating leadership meetings and off-sites.
- Prepare executives for meetings ahead of time with relevant context, and follow up on commitments afterward.
- Coordinate new-hire setup and onboarding logistics with People and IT well ahead of each start date.
- Plan and run team events, off-sites, and company gatherings.
- Track budgets, orders, and requests using dashboards and digital tools to spot trends and prevent shortages.
- Keep the workplace safe, compliant, and well maintained through regular checks rather than reactive fixes.
- Continuously look for ways to improve processes and the employee experience.
WHAT YOU BRING
- A proactive, self-starting mindset; you don’t wait to be told what needs doing; you see what’s coming and act on it.
- 5 to 7 years of experience in workplace, office, facilities, or operations management, including supporting senior executives, in a fast-moving company.
- Strong organizational systems, and a clear way of working with digital tools and dashboards to manage heavy workloads.
- Excellent judgment in handling competing priorities and unexpected situations.
- Warm, professional communication with people at every level, including executives.
- Discretion with confidential information.
- Comfort owning a process from start to finish, and following up without being asked.
PLUS
- AI proficiency to work smarter; you actively use AI tools to streamline workflows, draft communications, organize information, and automate repetitive tasks so you can focus on higher-impact work.
WHAT TO EXPECT IF YOU APPLY
For this role, you’ll meet our team, your hiring manager, and members of our leadership team. The process includes a short practical exercise, so you can show us how you work.
1. Recruiter screen: a conversation about your background and what you’re looking for.
2. Team interview: a conversation about our culture and the core skills this role needs.
3. Practical exercise: a short exercise showing how you organize your work. We’ll ask about the systems, tools, and dashboards you use to manage a heavy workload, and you’ll walk us through your approach.
4. Hiring manager interview: a deeper conversation about how you work, how you handle real-world scenarios, and how we’d work together.
5. Leadership interviews: final conversations with members of our executive and cross-functional leadership team.
6. Offer.
PERKS AND BENEFITS
- Free estate planning for life.
- Excellent medical, dental, and vision insurance options, with low-cost premium structures.
- 100% company-paid basic life insurance, short-term disability, and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- 401(k) with match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to recharge is supported and encouraged.
- Time off for holidays, and yes, your birthday counts too.