Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

If you are passionate about contributing to a high-impact mission and want to work in a collaborative environment where your skills and expertise will be valued, we would love to hear from you!

About You

• You are a clear, concise communicator who can translate a complex regression or other mathematical reasoning into a one-paragraph recommendation for a non-technical stakeholder.
• You are a data scientist and analyst hybrid  equally comfortable building a causal inference model and presenting the business implication to a VP.
• You have startup experience and know what it means to stand up an analytics function, ship scrappy analyses, and build toward rigor  not wait for it.
• You treat experimentation as a discipline, not a buzzword. You design tests, size samples, interpret results correctly, and know when an A/B test isn't the right tool.
• You think in systems and funnels  you connect product behavior to business outcomes and are never satisfied stopping at the metric without asking why.
• You operate with high autonomy and you identify the most important question, define the approach, execute the analysis, and deliver the recommendation without a detailed playbook.
• You are AI-curious and actively explore how AI tools can accelerate your analytical workflows, automate repetitive queries, and surface insights faster.
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), South Carolina (SC), Pennsylvania (PA), Texas (TX), Vermont (VT)

About the Role

We're looking for a Senior Product & Growth Analyst to own the analytical engine behind Trust & Will's growth. This is a high-ownership role: you'll work across product, marketing, and revenue to understand what's driving conversion, retention, and lifetime value and you'll translate those findings into decisions that move the business.

This is not a reporting role. You will define the questions worth asking, build the models that answer them, run experiments to test the hypotheses, and guide the roadmap based on what the data shows. You'll partner closely with the Director of Data Engineering, product managers, and growth leadership  and you'll have direct access to senior stakeholders.

The core challenge is analytically interesting: estate planning is a low-frequency, high-intent product with a B2C direct channel and a growing B2B2C advisor network. Understanding how different user segments activate, convert, and retain  and which levers compound  requires real analytical depth. 

You'll have the data, the infrastructure, and the mandate to figure it out.

Product Analytics

• Instrument and analyze user behavior across the Trust & Will product  activation milestones, feature adoption, onboarding drop-off, and engagement patterns  using PostHog/Other.
• Develop and maintain the core product analytics dashboard and data models, enabling self-serve access for PMs, designers, and marketers.
• Identify friction points in the estate plan creation flow and quantify the impact of proposed product changes before and after release.

Growth & Funnel Analytics

• Own end-to-end funnel analysis from acquisition through plan completion and membership renewal identifying drop-off points, segmenting by channel and user type, and prioritizing optimization opportunities by expected impact.
• Build and maintain cohort models to track retention and engagement across consumer and advisor-sourced customers; surface early-warning signals for churn.
• For example, develop and maintain LTV models that account for plan type, channel, upsell pathways, and membership behavior  directly informing marketing budget allocation and partnership ROI decisions.
• Design and execute multi-touch attribution analysis across paid media, organic, AARP partnership, and advisor referral channels.

Experimentation

• Lead the experimentation program end-to-end: hypothesis formation, experimental design, sample size and power analysis, execution in PostHog/Others, statistical analysis, and business recommendation.
• Build guardrails and standards for when and how to run experiments  including when to apply experimental methods propensity score matching and when randomized testing isn't feasible.
• Partner with product and marketing teams to prioritize the test backlog based on expected impact and feasibility.

Data Science & Modeling

• Build predictive models for churn risk, conversion propensity, and upsell likelihood using early behavioral signals.
• Develop user segmentation frameworks that inform personalization, messaging, and product prioritization.
• Apply statistical rigor to all analytical work communicating uncertainty, flagging limitations, and recommending confidence thresholds before decisions are made.

Stakeholder Partnership & Communication

• Serve as the primary analytics partner for product and growth leadership, owning the analytical workstreams that support quarterly roadmap decisions.
• Prepare and deliver data-driven recommendations to senior stakeholders and the executive team  punchline first, minimum viable backstory, clear ask.
• Mentor junior analysts and product/eng on methodology, communication, and prioritization; help build team-wide analytical standards.

Qualifications

Core Experience

• 8-12+ years of experience in analytics, data science, or a closely related quantitative role.
• Prior experience in a high-growth startup environment  you've operated with limited resources, ambiguous data, and shifting priorities and delivered anyway.
• Demonstrated data science background: you've built predictive models, designed and analyzed experiments, and applied statistical methods to business problems in production settings.
• Experience owning an analytics domain end-to-end  not just answering requests, but generating the questions and driving decisions.

Technical Skills

• SQL: Advanced window functions, CTEs, complex joins, query optimization on large datasets.
• Python: Proficient pandas, statsmodels, scikit-learn, matplotlib/seaborn; you write clean, reproducible analytical code.
• Experimentation: End-to-end A/B test ownership, power analysis, and working knowledge of experimental methods.
  Product Analytics: PostHog, Amplitude, Mixpanel, or equivalent  funnel analysis, cohort analysis, event instrumentation.
• BI / Visualization:ThoughtSpot, Omni, or equivalent  building dashboards that enable self-serve, not just answering one-off requests.
• Data Modeling: Familiarity with dbt and the analytical data modeling - like ActivitySchema, Star Schema etc…

Bonus Points

• Experience in fintech, legaltech, insurtech, or another regulated consumer vertical.
• Familiarity with Bayesian methods or causal inference frameworks beyond standard A/B testing.
• Experience with product-led growth (PLG) motions or B2B2C business models.
• Background in subscription, membership, or low-frequency/high-intent consumer products.
• Contributions to building an analytics function from scratch  metrics frameworks, data dictionaries, experimentation standards.
• Comfort working with an AI Data Analyst tool in a self-serve analytics context.

Employee Benefits & Perks

• Compensation: Salary + Equity
  • Our salary range for this position is $140,000 - $190,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. 
• PTO
  • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year 
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
  • Exceptional health benefits including medical, dental, vision, life, and disability insurance - we cover 100% of premiums for employees and dependents on medical coverage
  • Mental health support through Spring Health, plus access to One Medical for primary care and Cleo for family planning and caregiving
  • Financial wellness benefits (unlimited 1:1 sessions with a UBS financial coach and employer-sponsored 401k with up to 4% company match)
• Extra
  • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Up to $1,000 annually in learning & development reimbursement
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Apple accessories 

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.

Trust & Will may use AI tools to assist with administrative recruiting tasks. All final hiring decisions are made by people. For accommodations, contact people-ops@trustandwill.com.

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

About You

We’re looking for a skilled, motivated IT professional who’s comfortable working hands-on while thinking strategically about how to scale support through smart tooling and automation. 

• Embodies ownership in action: you see a problem, you fix it, you look for ways to prevent it from recurring.
• Comfortable with AI tools and eager to integrate them into everyday IT workflows where they drive efficiency.
• Self-driven toward ambitious goals with a bias for high-quality, timely delivery.
• Thrives in the hands-on, fast-paced environment of a small remote-first company.
• Strong problem-solving skills with an instinct for translating needs into scalable solutions.
• Excellent communicator and collaborator who works effectively cross-functionally.
• Passionate about enabling people through self-service, clear documentation, and smart automation.

About the Role*

As a key member of our remote IT team, you’ll play an essential role in shaping a modern, efficient IT environment at a fast-growing startup. This role combines hands-on support with opportunities to drive strategic initiatives — whether that’s optimizing our endpoint management, tightening security posture, or finding the right places to apply AI and automation. We’ve already invested in tools like Risotto (our AI-powered ITSM platform) and automated many workflows, so you’ll be building on a strong foundation rather than starting from scratch.

This is a part-time, hourly position averaging 25 hours per week, with occasional flexibility in hours based on business needs (e.g., covering during team absences). Core availability during Pacific Time Zone business hours (M-F, 1–6 PM PT) is expected.

*This is an hourly, non-exempt role.

Responsibilities

IT Support & Ticket Management

• Act as the primary point of contact for IT issues, providing tier-1 and tier-2 support across the organization.
• Manage and prioritize IT requests through Risotto, our AI-powered ITSM platform, ensuring timely and effective resolution.
• Continuously improve Risotto’s AI capabilities by refining workflows, training responses, and optimizing deflection rates.
• Log, track, and resolve IT incidents while maintaining a high standard of customer service.

Endpoint Deployment & Management

• Oversee device management for macOS using Kandji and Windows using Intune.
• Maintain and refine Intune configurations to ensure seamless, secure device management across the Windows fleet.
• Implement and improve zero-touch deployment strategies for all endpoints.
• Monitor device health and compliance, proactively addressing issues before they impact end users.

Onboarding & Offboarding

• Maintain and optimize our automated onboarding and offboarding workflows, ensuring reliable access provisioning and device setup for new hires and departures.
• Collaborate with People Operations to continuously improve the employee lifecycle experience.
• Troubleshoot and iterate on automation where edge cases arise.

Identity & Access Management

• Administer and enhance our Okta environment, including SAML/SCIM integrations and Okta Workflows.
• Manage access policies with a least-privilege mindset, conducting regular access reviews.
• Automate access provisioning and deprovisioning where possible to reduce manual overhead.

SaaS Management & Vendor Operations

• Manage the SaaS application lifecycle: tracking licenses, renewals, usage, and spend across the company’s tooling portfolio.
• Conduct regular SaaS audits to identify redundant or underutilized tools and drive cost optimization.
• Identify and address shadow IT by maintaining visibility into unsanctioned tools and working with teams to consolidate or approve them.

Asset Lifecycle Management

• Manage the end-to-end hardware lifecycle for a remote workforce — procurement, configuration, shipping, tracking, retrieval, and secure disposal.
• Maintain an accurate asset inventory with clear records of device assignments, warranty status, and refresh cycles.
• Coordinate with vendors and logistics partners to ensure timely delivery of equipment to new hires and replacement devices.

Network & Office Infrastructure

• Manage Meraki office network infrastructure including Wi-Fi, switch and firewall. 
• Support conference room AV systems and video conferencing technology.
• Provide remote connectivity support, troubleshooting VPN and network access issues for distributed employees.

Security & Compliance

• Maintain and enforce security policies across platforms such as Google Workspace, Okta and other third-party tools.
• Support SOC II compliance efforts by documenting IT security measures and assisting with audits.
• Identify and flag shadow IT, unusual access patterns, and potential security risks.

Automation & Tooling

• Identify opportunities to automate manual IT processes, whether through scripting, no-code platforms, or AI-powered tools.
• Evaluate and recommend new tools and technologies that improve efficiency, security, or the employee experience.
• Collaborate cross-functionally to surface automation opportunities beyond IT.

Documentation & Knowledge Sharing

• Contribute to and maintain an internal IT knowledge base with clear, up-to-date documentation.
• Ensure Risotto’s knowledge base is well-maintained so AI-assisted support stays accurate and helpful.
• Build self-service resources that empower employees to resolve common issues independently.

Qualifications

• 2–5 years of IT experience in a fast-growing startup or similar environment.
• This is a part-time, hourly position averaging 25 hours per week, with occasional flexibility in hours based on business needs (e.g., covering during team absences). Core availability during Pacific Time Zone business hours (M-F, 1–6 PM PT) is expected. Being located in San Diego, CA is preferred but not required.
• Expertise with macOS and Windows, including device management tools like Kandji and Intune.
• Proficiency administering at least three of: Okta, Google Workspace, Slack, Atlassian, 1Password, Notion, Rippling, OpenVPN, AWS.
• Familiarity with SOC II compliance requirements and security protocols.
• Experience with AI-powered ITSM platforms (e.g., Risotto) or traditional ticketing systems (e.g., JSM, Freshservice).
• Experience managing SaaS application portfolios.
• Familiarity with network infrastructure fundamentals (Wi-Fi, VPN, firewalls) and office IT setup.
• Comfort using AI tools in your workflow; you don’t need to be an ML engineer, but you should be someone who naturally reaches for AI when it can help.
• Strong troubleshooting skills with a proactive, automation-minded approach.
• Excellent communication and interpersonal skills with a customer-service orientation.
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), South Carolina (SC), Pennsylvania (PA), Texas (TX), Vermont (VT)

Bonus Points

• Experience building or refining AI-assisted support workflows. 
• Hands-on experience with Okta Workflows, scripting (Python, Bash, PowerShell), or no-code automation platforms.
• Experience managing Meraki network environments or similar enterprise networking stacks.
• Track record of running SaaS audits and driving measurable cost savings.
• Experience managing hardware logistics for a distributed, remote-first workforce.
• Familiarity with AV/conference room technology.
• Familiarity with how AI tools can be applied to IT operations. 
• Experience supporting a remote-first workforce with distributed tooling.

Employee Benefits & Perks:

• Compensation: Salary + Equity
• Our salary range for this position is $48 - 60 per hour, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. 
• Extra
• Financial wellness benefits (unlimited 1:1 sessions with a UBS financial coach)
• Guest speakers & reimbursement for learning opportunities
• Family-friendly work environment. We support the complexity of a remote world with the needs of families
• Optional company-sponsored events and travel throughout the year
• $250 Work from home stipend + Apple accessories 

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.

Trust & Will may use AI tools to assist with administrative recruiting tasks. All final hiring decisions are made by people. For accommodations, contact people-ops@trustandwill.com.

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

If you're excited about driving measurable impact and contributing to a mission that truly matters, we’d love to connect. Join a collaborative, experiment-driven team where your insights, creativity, and product thinking help unlock meaningful growth for our customers and the business. 

About You:

• You are a technical leader, excelling in React, NextJS, TypeScript, and Node.js.
• You have a problem-solving mindset, approaching challenges with strategic thinking, prioritizing high-impact solutions, and driving innovation in systems and processes.
• You see AI not as a tool but as a fundamental shift in engineering, and you actively seek opportunities to harness its potential.
• You thrive in complex, fast-moving environments, navigating ambiguity, aligning stakeholders, and delivering results with a data-driven approach.
• You are a mentor and collaborator, fostering team growth, influencing cross-functional decisions, and communicating technical solutions with clarity.
• You are passionate about building secure, scalable systems, and leveraging best practices in performance optimization, observability, and compliance to ensure high-quality software.

About the Role:

You will be joining our Growth squad, focused on removing friction and driving confident, fast conversion across the member journey—from first touch through initial purchase. This includes improving conversion rates, optimizing the pre-purchase experience, and validating new onboarding approaches (including conversational AI).

Core Responsibilities

• Conversion & Funnel Optimization: Own and improve the end-to-end pre-purchase experience (Home → Registration → Cart → Purchase), identifying and eliminating friction points to increase conversion rates and revenue.
• Experimentation & Rapid Iteration: Design, implement, and analyze experiments (A/B tests, feature flags, etc.) to validate hypotheses and continuously improve the customer journey.
• AI-Driven Onboarding: Contribute to the development and validation of AI-powered onboarding experiences, exploring ways to guide users more effectively and increase completion and purchase confidence.
• Performance & Reliability: Ensure fast, reliable, and seamless user experiences by improving application performance, reducing latency, and maintaining system stability during critical conversion flows.
• Cross-Functional Collaboration: Partner closely with Product, Design, Data, and other squads to align on growth opportunities, insights, and shared outcomes across the customer journey.

Technical Leadership & Impact

• Design and deliver scalable, high-performing frontend and backend systems that directly impact conversion and user experience.
• Drive a data-informed engineering culture, using metrics, experimentation results, and user behavior insights to guide technical decisions.
• Leverage AI strategically—not just as a tool, but as a core component of the product experience—to improve onboarding, personalization, and developer efficiency.
• Champion best practices in testing, observability, and CI/CD to enable safe, fast iteration within high-impact areas of the funnel.
• Continuously identify and address bottlenecks in the user journey, balancing speed of delivery with long-term system health.

Quality & Impact

• Build high-quality, production-ready features that are optimized for performance, reliability, and measurable business impact.
• Prioritize improvements that directly reduce drop-off, increase purchase confidence, and enhance the overall member experience.
• Use monitoring, analytics, and user feedback to proactively identify issues and opportunities within the conversion funnel.
• Continuously reduce technical debt in high-traffic, high-impact areas to enable faster experimentation and iteration.

Collaboration, Innovation & Mentorship

• Work closely with cross-functional partners to align on growth strategies, ensuring engineering efforts are tightly coupled to business and user outcomes.
• Develop a strong understanding of customer behavior, funnel metrics, and experimentation frameworks to inform decision-making.
• Mentor engineers in building with a growth mindset—focusing on impact, iteration speed, and measurable outcomes.
• Communicate clearly across technical and non-technical stakeholders, especially around experiments, trade-offs, and results.
• Foster a culture of experimentation, learning, and continuous improvement, where ideas are tested quickly and insights are shared openly.

Qualifications:

• 7+ years of professional software engineering experience, ideally in high-performing, product-driven teams with a focus on user experience and measurable outcomes.
• Strong proficiency in building modern frontend applications (React, TypeScript), with a deep understanding of performance, usability, and conversion-focused design.
• Experience designing and working with APIs and data models (e.g., MongoDB, Postgres), with an emphasis on supporting fast, reliable user flows and experimentation.
• Hands-on experience building and operating applications in AWS, using infrastructure-as-code tools (e.g., CloudFormation, AWS CDK).
• Proven ability to write clean, maintainable, and well-tested code, with a focus on enabling rapid iteration through strong testing practices and CI/CD pipelines.
• Experience working in experimentation-driven environments, including A/B testing, feature flags, and using data to inform product and engineering decisions.
• Strong debugging and performance optimization skills, with the ability to identify and resolve bottlenecks in critical user journeys.
• Familiarity with observability tools and practices (logging, monitoring, tracing) to ensure reliability in high-impact areas of the funnel.
• Experience leveraging AI-assisted development tools (e.g., GitHub Copilot, Cursor) to improve velocity, and interest in applying AI to enhance user onboarding and product experiences.
• Ability to define, track, and act on meaningful product and engineering metrics (e.g., conversion rates, drop-off points, latency) to drive continuous improvement.
• Understanding of security and privacy best practices, especially as they relate to handling sensitive user data in customer-facing flows.
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT), Nevada (NV), Utah (UT)

Bonus Points for:

• Experience working in a tech company or high-growth startup.
• Willingness to contribute outside of core expertise to drive impactful work forward.
• Developing infrastructure as code in Go.
• Familiarity with Agile development methodologies (Scrum/Kanban, JIRA).
• Hands-on experience with Docker, Kubernetes, or other container orchestration tools.
• Experience with pair programming and collaborative development techniques.
• Active contributions to open-source projects or participation in developer communities.

Employee Benefits & Perks

• Compensation: Salary + Equity
  • Our salary range for this position is $166k - $215k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.

• PTO
• Flexible time off that you are encouraged to use
• Generous paid company holidays and breaks throughout the year 
• Monthly friends & family day
• Paid time off to volunteer in your community
• Health and Wellness Benefits
• Exceptional health benefits including medical, dental, vision, life, and disability insurance - we cover 100% of premiums for employees and dependents on medical coverage
• Mental health support through Spring Health, plus access to One Medical for primary care and Cleo for family planning and caregiving
• Financial wellness benefits (unlimited 1:1 sessions with a UBS financial coach and employer-sponsored 401k with up to 4% company match)
• Extra
• Flexible work schedule + hours
• Family-friendly work environment. We support the complexity of a remote world with the needs of families
• Up to $1,000 annually in learning & development reimbursement
• Optional company-sponsored events and travel throughout the year
• $500 Work from home stipend + Apple accessories 

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.

Trust & Will may use AI tools to assist with administrative recruiting tasks. All final hiring decisions are made by people. For accommodations, contact people-ops@trustandwill.com.

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

Trust & Will is seeking a Senior Account Executive II, Advisors to own and scale our enterprise revenue motion within the advisor channel. This is a senior individual‑contributor role designed for a proven enterprise seller with deep experience in the advisor ecosystem. You will be responsible for selling into mid‑to‑large RIAs and key Broker‑Dealers, managing complex, multi‑stakeholder sales cycles, and closing high‑value strategic partnerships that materially impact company growth.

Reporting to executive leadership, this role will play a critical role in shaping enterprise sales strategy, refining our go‑to‑market motion, and serving as a senior voice of the customer across the organization. While this role does not initially carry direct people management responsibilities, it is expected to operate with executive presence, leadership influence, and ownership typical of a Head‑of‑function level seller.

About You:

You are a seasoned enterprise sales professional with 7–10+ years of experience, preferably selling SaaS or technology solutions into RIAs, broker‑dealers, wealth management firms, or adjacent regulated financial services organizations. You have a strong track record of closing large, consultative deals, navigating long sales cycles, and building trusted relationships with executive‑level decision makers.

You are comfortable operating autonomously, building enterprise pipeline from both outbound and strategic relationships, and partnering cross‑functionally to ensure successful launches and long‑term account expansion. You think strategically about territory, accounts, and partnerships, while still executing with urgency and precision.

About the Role:

• Own the enterprise sales motion for mid‑to‑large RIAs and broker‑dealers, with accountability for new logo acquisition and revenue growth
• Develop and execute account‑based sales strategies targeting high‑value advisory firms and institutional partners
• Manage the full enterprise sales cycle from initial engagement through contract negotiation, close, and launch
• Engage senior and executive stakeholders (C‑suite, Partners, Heads of Wealth, Compliance, and Operations) in complex buying environments
• Lead highly consultative discovery to uncover business, compliance, and operational needs, positioning Trust & Will as a strategic long‑term partner
• Deliver executive‑level presentations and product demonstrations aligned to business outcomes and ROI
• Partner closely with Marketing, Product, Legal/Compliance, and Member Success to ensure alignment and deal success
• Accurately forecast enterprise pipeline and revenue, maintaining disciplined CRM hygiene and reporting
• Represent Trust & Will at industry conferences, events, and key partner meetings (up to ~20% travel)
• Serve as a senior sales leader and role model, sharing best practices and influencing the broader advisor sales organization

Qualifications:

• 7–10+ years of quota‑carrying sales experience, with a strong emphasis on enterprise or strategic accounts
• Demonstrated success selling into RIAs, broker‑dealers, wealth management firms, or regulated financial services organizations
• Proven ability to close complex, high‑ACV deals with multiple stakeholders and long sales cycles
• Strong consultative and value‑based selling skills, with the ability to tie solutions to business outcomes
• Experience with enterprise contract negotiation, pricing strategy, and procurement processes
• History of consistently meeting or exceeding annual revenue targets
• High level of executive presence, communication, and professionalism
• Comfortable operating in a fast‑paced, high‑growth SaaS environment
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), South Carolina (SC), Nevada (NV), Utah (UT), Pennsylvania (PA), Texas (TX), Vermont (VT)

Bonus Points for:

• Prior experience in WealthTech, FinTech, or LegalTech
• Existing relationships within the RIA or broker‑dealer ecosystem
• Experience influencing go‑to‑market strategy or mentoring senior sellers

Full-time Employee Benefits & Perks:

• Compensation: Salary + Equity
  • Our OTE range for this position is  $250,000 - $300,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. 
• PTO
  • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year 
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
  • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
  • Financial wellness benefits (Financial coach support, and employer-sponsored 401k with an employer match)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• Flexible work schedule + hours
• Family-friendly work environment. We support the complexity of a remote world with the needs of families
• Optional company-sponsored events and travel throughout the year
• $500 Work from home stipend + Apple accessories 

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.

Trust & Will may use AI tools to assist with administrative recruiting tasks. All final hiring decisions are made by people. For accommodations, contact people-ops@trustandwill.com.