Join One of the Fastest-Moving Companies in WealthTech

We're looking for a Head of Customer Success to build the post-sale function from the ground up — ensuring every RIA firm we work with actually becomes what they set out to be: a firm where judgment scales, advisor quality stays consistent, and growth doesn't dilute what makes them good. You'll own retention, expansion, and the proof that WealthStream's philosophy delivers real results, not just a compelling pitch.

We're looking for a Sales Executive to own the enterprise channel — navigating complex, multi-stakeholder sales cycles with the largest advisory firms in the industry. You'll help executive teams see that the real threat to their business isn't technology gaps but what happens to advice quality when growth outpaces judgment. You'll build the playbook for closing high-value deals with organizations ready to invest in making their advisors better, not just more efficient.

We're looking for a Sales Executive to own the RIA channel — not just pitch software, but help firm leaders see that the real challenge in scaling their practice is preserving the quality of advice and judgment across a growing team. You'll run the full sales cycle, build consultative relationships with principals and CIOs, and turn WealthStream's philosophy into closed deals with firms that care about making their advisors better, not just faster.

We're looking for a Head of Strategic Partnerships to build WealthStream's presence inside the ecosystems that actually shape how advisory firms make decisions — custodians, platforms, consultants, and the trusted voices firm leaders listen to. You'll design partnership structures that go beyond referral tracking, making WealthStream the company the industry's most influential players point to when firms ask how to scale quality without losing what makes them good.

We’re hiring a Cognitive Systems Research Engineer to design and experiment with advanced reasoning architectures for autonomous AI systems. You’ll prototype planning loops, memory systems, and multi-agent coordination strategies — turning cutting-edge research into working, production-bound intelligence.

We’re hiring a Lead Agentic Engineer to define and scale our autonomous systems architecture. You’ll own the technical direction of our agent framework, lead high-impact initiatives, and turn cutting-edge AI capabilities into reliable, production-grade systems used at scale.

We’re looking for an Agentic Engineer to design, build, and deploy autonomous AI systems that take actions, not just generate text. You’ll architect multi-step agent workflows, integrate tools and APIs, and turn large language models into reliable, production-grade decision-making systems.

We're looking for a Marketing Associate to help WealthStream own the conversation around what actually matters in wealth management — the quality of advice, not the speed of it. You'll create content, support campaigns, and build programs that help RIA firms and advisors understand why judgment scales better than automation, turning our philosophy into a market presence that attracts the right firms.