Legal Operations Manager

About Us

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 enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, 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 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 a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

The Opportunity

The Legal Operations Manager will enhance the efficiency and effectiveness of our legal department by optimizing processes, managing technology solutions, and coordinating cross-functional alignment within the company's digital estate planning platform. This role requires a blend of business acumen, technological proficiency, and legal industry knowledge to support our mission of making estate planning accessible and efficient for our clients.

Key Responsibilities

• Process Optimization & Workflow Management: Analyze current legal workflows related to commercial contracting, contract review, and vendor onboarding; identify bottlenecks; and implement scalable, standardized procedures to improve productivity and compliance.

• Technology Management: Oversee the legal tech stack, which includes contract negotiation and lifecycle management software. Evaluate and implement new AI-driven tools and automation features to streamline operations.

• Compliance & Risk Mitigation: Collaborate with internal teams to ensure all transaction processing follows internal procedures and wealth management compliance regulations. Proactively identify operational risks and help develop strategies to mitigate them.

• Data Analytics & Reporting: Collect and interpret data to track Key Performance Indicators (KPIs) related to process cycle times, vendor performance, and departmental efficiency. Translate data insights into actionable recommendations for leadership.

• Marketing: Draft legal content on estate planning topics and liaise with marketing department for content creation

• Knowledge Management: Design and maintain systems for legal teams to easily access and reuse templates, best practices, training materials, and process documentation relevant to regulatory regimes applicable to the company.

Qualifications

• Education: Bachelor's degree in Business, Finance, or a related field is required. A JD, MBA, or CLOC certification is a plus.

• Experience: 3+ years of experience in legal operations, project management, or a similar operational role within a legal department or fintech company.

• Technical Proficiency: Strong understanding of legal software, case/matter management systems, and workflow automation. Familiarity with the technology used in sales (e.g., Salesforce) and legal operations is highly valued.

• Skills:

  • Strong analytical, problem-solving, and project management skills.

  • Excellent communication skills, with the ability to bridge the gap between legal and non-legal teams.

  • Ability to work with stakeholders across multiple departments (particularly the CFO and revenue) in a fast-paced, technology-driven environment and manage change effectively.

  • Independent project manager and self-starter who takes ownership of legal initiatives

Compensation & Level
100,000 - 110,000
Competitive base salary, performance-based incentives, and meaningful equity participation.

Benefits & Perks

• Competitive salary.

• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, 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.