WealthCounsel brings together the best - the best drafting software and legal tools, the best educators, the best support staff, and the best collegial community - to cultivate the growth and success of its member attorneys and their clients. We recently added another “best” to our toolbelt when we were awarded the 2025 Best Place to Work in the Cloud. The Cloud Awards is one of the longest-running awards platforms of its kind and recognizes the latest achievements and innovations in cloud computing. 

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven VP, Learning to join our team.

Job Summary:

The VP, Learning provides strategic leadership over WealthCounsel’s Learning programs, ensuring the development and delivery of high quality, relevant substantive education to members and prospective members and supporting members in building and growing successful law practices. Drawing on deep expertise in estate planning and law practice development, the VP, Learning ensures the quality, relevance, and strategic growth of WealthCounsel's educational and practice development offerings. This position reports to the Chief Content Officer (CCO).

As a VP, Learning, your responsibilities include:

• Provides strategic leadership to the Learning team, including supervising and supporting team members, performance planning and evaluation, determining staffing needs, resolving interdepartmental conflicts, developing annual budgets, and determining training needs.
• In collaboration with the CCO, establishes the strategic direction of WealthCounsel's Learning programs; executes this strategy in continuous collaboration with company leadership and the Operations, Growth, Content, and Finance teams.
• Oversees all programs related to WealthCounsel members’ practice development with a focus on WealthCounsel growth and retention strategies to increase revenue.
• In coordination with the Growth and Membership Experience teams, contributes to WealthCounsel growth and retention initiatives by implementing innovative learning initiatives.
• Engages with members and prospects to assist in determining practice development and substantive legal education needs and priorities. 
• Works closely with the Learning team and the Director of Learning Operations to build and deliver a comprehensive annual education plan and education calendar to ensure WealthCounsel consistently delivers relevant substantive and practice development education to members and prospects.
• Coordinates all programming related to education events, including but not limited to Symposium, the Advanced Estate Planning Summit, and the Academy of Special Needs Planners (ASNP) National Conference.
• Responsible for the vision and direction of the Quarterly magazine.
• Oversees the Learning team’s review of all substantive and practice building content submitted by contractors, speakers, instructors, and all other contributors, including marketing pieces from the Marketing and Legal Marketing team.
• Creates product concept proposals and business cases to support the development of new educational offerings, including applying best practices in lifelong learning, monetization of offerings, and innovative delivery of education through new and different media, program length and program focus.
• Actively engages in collecting competitive intelligence to ensure WealthCounsel’s educational programming remains cutting edge and the best value in the market.
• Actively engages with the Legal Content Team to develop and execute overarching strategy and plan to connect WealthCounsel’s software offerings with education.
• Teaches and writes on substantive topics, current developments, and practice building.
• Ensures compliance with industry best practices and company processes and procedures.

GENERAL LEADERSHIP

• Establishes and communicates strategic direction across all areas of responsibility; executes strategy in collaboration with the CCO and company leadership.
• Communicates department, program, and project performance and process to the CCO through periodic status reports and presentations.
• To ensure educational offerings are supporting WealthCounsel growth and retention goals, develops, implements, and tracks key performance metrics, milestones, specifications, documentation and reporting requirements, and budgets.
• Tracks and analyzes program, project, and process costs across all areas of responsibility.
• Promotes collaboration across departments.
• Maintains current knowledge of trends and technologies in legal education and law practice management.
• Performs other duties as required.

EXECUTIVE SUPERVISORY RESPONSIBILITIES: 

• Interviews, hires, and trains members of the Learning team.
• Provides constructive and timely performance feedback and evaluations to ensure top-level performance at all levels of the department.
• Handles discipline and termination of employees in accordance with company policy.

Here’s what you’ll need to be successful in this role:

• Juris Doctor (JD) from an accredited law school; experience as a WealthCounsel member preferred.
• At least 10 years of industry-related experience, including a minimum of three years in an upper management role.
• 5-10 years experience practicing estate planning.
• Experience teaching programs related to WealthCounsel’s core products or law firm practice building strategies.
• Demonstrated ability to effectively coordinate professional education events in-person and virtually.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills with a proven ability to improve business processes and practices to reduce costs and increase efficiency.
• Ability to identify and implement best practices and continual performance measurement.
• Excellent interpersonal and negotiation skills.
• Excellent organizational skills and attention to detail.
• Strong supervisory and leadership skills.
• Demonstrated ability  to lead a team of non-centralized employees to meet deadlines and consistently deliver high-quality strategic plans and content.
• Willingness to regularly teach, present, and write required.
• Travel required, including to conferences and WealthCounsel member meetings.

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work 

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven Member Success Specialist to join our team.

Job Summary:

Every WealthCounsel employee is dedicated to enhancing the member experience for thousands of our members.  Member Success Specialists (MSS) are responsible for maximizing member satisfaction and loyalty to WealthCounsel, ultimately driving long-term retention. This is achieved through a positive onboarding process and prompt, efficient responsiveness to member needs. The MSS serves as the primary point of contact for members, collaborating with various departments to effectively address member needs. This role is a balance of proactive outreach and reactive support.  

As a Member Success Specialist, your responsibilities include:

• Develop and maintain long-term relationships with assigned member firms through onboarding new members, training, monitoring engagement, ensuring adoption, and striving for high levels of member satisfaction.
• Provide timely responses to all incoming member live calls/chats, emails, and inquiries.
• Ensure all member data is accurately and clearly logged in Salesforce (CRM) in a timely fashion.
• Proactively reach out to members within the first year of membership to ensure they are up to date with our latest developments and utilizing all member benefits.
• Demonstrate a strong work ethic, taking ownership and accountability for successful assignment completion, and maintaining self-imposed standards of excellence.
• Assist Members with general troubleshooting issues.
• Occasional travel required for company events.

New Member Onboarding (1st year):

• Contact new members when they join to provide a personalized, goal-oriented onboarding experience for new members. 
• Makes an impactful first impression during the first 30 days to ensure members are set up for success.
• Use guided touchpoints/tasks during the member journey and leverages WealthCounsel solutions, membership benefits, and support to achieve their 12-month journey and beyond. 
• Share legal education, drafting resources, practice building, and marketing solutions to members. 
• Proactively utilize internal resources to identify “at-risk” members and liaise with other departments to work through roadblocks and facilitate training and solutions for members.
• Understand the challenges and needs of members to provide and facilitate effective solutions.
• Actively engage with members considering termination of their membership or subscription(s), aiming to retain them. Provide tailored solutions for members experiencing financial difficulties or struggling with their practice. 
• Manage the cancellation process when a subscription cannot be saved within the first year of membership.

Here’s what you’ll need to be successful in this role:

• Bachelor's degree or equivalent experience in a direct customer service role, handling numerous phone and email inquiries every day.
• Paralegal training or experience is a plus.
• A high-level performer who excels in both a team and individual environment.
• An extremely motivated individual who is passionate about their work and helping members achieve success.
• Aptitude to develop a deep understanding and familiarity with WealthCounsel solutions, tools, and resources to provide training to individuals or small groups.
• Demonstrable ability to work under pressure, and be flexible and adaptable in a changing environment.
• A deep desire to continuously develop skills and knowledge.
• Excellent listening skills with the ability to ask probing questions and understand concerns. 
• Exceptional verbal and written communication skills with the ability to clearly communicate members’ needs while maintaining a positive and professional attitude.  
• Detail-oriented for data entry, time management, and process follow-through.
• Experience with Zoom, Salesforce, DocuSign, chat tools, and Google Suite tools.
• This position requires Pacific time zone working hours

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!

Matching donations for approved charitable organizations

Home internet and gym membership reimbursement

Many opportunities to connect with others from your home office and have fun while you work 

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!

WealthCounsel brings together the best - the best drafting software and legal tools, the best educators, the best support staff, and the best collegial community - to cultivate the growth and success of its member attorneys and their clients. We recently added another “best” to our toolbelt when we were awarded the 2025 Best Place to Work in the Cloud. The Cloud Awards is one of the longest-running awards platforms of its kind and recognizes the latest achievements and innovations in cloud computing. 

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven  Assistant Editor to join our team.

Job Summary:

As an Assistant Editor on our Legal Marketing Solutions team at WealthCounsel, you will have a keen eye for detail and will focus on editorial support and content production for consumer-facing legal marketing content. Working closely with the Editor in Chief and cross-functional teams, you will handle meaningful editorial responsibilities across the full content lifecycle – from first-pass review and search engine optimization to scheduling, publishing, and distribution of different types of content.

As an Assistant Editor, you’ll be responsible for the following:

• Perform first-pass editorial review of long-form consumer-facing articles, ensuring clarity, accuracy, tone consistency, and adherence to brand and legal guidelines
• Proofread and copyedit content for grammar, style, and structure, with strong attention to detail
• Conduct fact-checking to ensure content is accurate, well-sourced, and reliable
• Manage consumer inquiries, including drafting responses, coordinating SME review, incorporating feedback, and publishing final content
• Prepare content for publication by formatting, building, and publishing articles in the CMS, ensuring all elements are accurate and functional
• Support content production and distribution by drafting social media posts and video scripts and contributing ideas for content that aligns with editorial strategy and SEO goals
• Apply basic SEO best practices (keyword placement, header structure, internal linking), with the opportunity to deepen expertise over time
• Collaborate with editor-in-chief to maintain editorial calendars and production workflows, helping to ensure deadlines are met across multiple content streams
• Assist in updating and optimizing existing content for performance and relevance
• Contribute original writing on select projects over time, as editorial proficiency and subject matter familiarity grow

Here’s what you’ll need to be successful in this role:

• Bachelor’s degree in related field
• 3+ years of experience in editing, copyediting, content production, or digital publishing 
• Exceptional attention to detail and strong editorial instincts
• Strong grasp of written English, style, and clarity, with the ability to improve content while preserving author voice
• Familiarity with digital publishing workflows, including content management systems (CMS) are preferred
• Basic understanding of SEO principles (experience with SEMRush and Google Analytics a plus)
• Ability to manage multiple assignments and meet deadlines in a fast-paced environment
• Strong organizational skills and comfort handling process-driven, detail-oriented work
• Clear communicator who can incorporate feedback and follow editorial guidelines (proficiency in AP style and Chicago Manual of Style a plus)
• Interest in consumer-facing content and willingness to learn complex subject matter 
• Highly motivated and able to document and present work in a clear, concise manner;
• Must be able to work closely with the team in a virtual environment

* Please provide 1–2 relevant writing samples along with your resume

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work 

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven VP, Legal Content to join our team.

Job Summary:

The VP, Legal Content provides strategic leadership over the planning, development, and execution of WealthCounsel's legal content software solutions, including Wealth Docx, Elder Docx, Business Docx, Wealth Tracx, and Gun Docx. Drawing on deep expertise in legal technology in estate planning, the VP, Legal Content serves as the senior stakeholder for these products, ensuring their value, usability, and usefulness to WealthCounsel members and prospects. This position reports to the Chief Content Officer (CCO).

As a VP, Legal Content, the essential duties and responsibilities include:

• Provides strategic leadership to the Legal Content team, including the Editors in Chief, the Director of Content Development, Legal Editors, and the Product Implementation Manager; supervises and supports these leaders in the execution of their respective areas.
• In collaboration with the CCO, establishes the strategic direction of the company's core software solutions, including Wealth Docx, Elder Docx, Business Docx, Gun Docx, and Wealth Tracx; executes this strategy in continuous collaboration with company leadership, Legal Content team subject matter experts, and the Products and Engineering teams.
• Oversees the development of legal content and the content authoring tools used for legal content development from ideation through production; proactively addresses and resolves issues and risks that arise.
• Communicates with WealthCounsel members, the Products and Engineering team, the Legal Content team, and other stakeholders to identify and assess legal content and software solutions requirements; applies this knowledge to support software solutions development strategy.
• Collaborates with the Learning team to develop educational materials relevant to WealthCounsel’s legal content solutions. 
• Presents to and creates written materials for WealthCounsel members and staff about legal technology and substantive estate planning topics.
• Ensures compliance with applicable legal regulations, industry best practices, and company processes and procedures.

General Leadership:

• Establishes and communicates strategic direction across all areas of responsibility; executes strategy in collaboration with the CCO and company leadership.
• Communicates department, program, and project performance and process to the CCO through periodic status reports and presentations.
• Develops, implements, and tracks key performance metrics, milestones, specifications, documentation and reporting requirements, and budgets.
• Tracks and analyzes program, project, and process costs across all areas of responsibility.
• Promotes collaboration across departments.
• Maintains current knowledge of trends in the legal technology industry.
• Performs other duties as required.

Executive supervisory responsibilities:

• Interviews, hires, and trains management-level staff in the Legal Content department.
• Oversees the daily workflow of the Legal Content department.
• Provides constructive and timely performance feedback and evaluations to ensure top-level performance at all levels of the department.
• Leads fair and consistent employee accountability processes, including corrective action and termination, in compliance with company guidelines.

Here’s what you’ll need to be successful in this role:

• Juris Doctor (JD) required. 
• At least 10 years of industry-related experience, including a minimum of three years in an upper management role.
• 10+ years of experience in estate planning and/or elder law.
• Knowledge and familiarity with WealthCounsel's legal content software solutions.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills with a proven ability to improve business processes and practices to reduce costs and increase efficiency.
• Ability to identify and implement best practices and continual performance measurement.
• Excellent interpersonal and negotiation skills.
• Excellent organizational skills and attention to detail.
• Strong supervisory and leadership skills.
• Interest in the creative potential of using technology to solve lawyers’ problems and overcome pain points in their practices.
• Knowledge of document automation software preferred.
• Proficient with Microsoft Office Suite or related software.
• Willingness to regularly teach, present, and write required. 
• Travel to conferences required.

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work 

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven Junior Product Designer to join our team.

Job Summary:

The Junior Product Designer is a foundational member of WealthCounsel's product design team, responsible for designing clear, well-crafted experiences across our software products. Working within the Discovery Trio alongside Product Managers and Engineers, you contribute to the full design process — from research and discovery through design specifications and implementation support. You bring curiosity, growing user empathy, and a commitment to craft, taking increasing ownership of features and product areas as you develop in the role.

This role is less about producing visual artifacts and more about learning to think like a product designer — understanding user needs, framing problems clearly, and making valuable capabilities accessible and intuitive.

As a Junior Product Designer, you’ll be responsible for the following:

Design Thinking & Problem Framing

• Apply structured problem-framing with guidance — articulate the problem a design is solving, not just the solution
• Participate in discovery sessions with the PM and Engineering Lead, contributing a user-centered perspective
• Create wireframes, prototypes, and design documentation that communicate intent and support decision-making
• Learn to distinguish between user requests and underlying user needs

Design Craft

• Design interaction flows, interface layouts, and components in alignment with the design system
• Deliver designs that account for the full spectrum of states: happy paths, error states, empty states, loading states, and edge cases
• Designs that account for fluid viewport sizes and device types
• Apply design system patterns consistently; contribute to iterative improvement

User Empathy & Research

• Participate in user research activities (usability tests, interviews, and discovery sessions) with support from senior designers
• Shadow Support troubleshooting sessions and Member Success training sessions to build direct understanding of how attorneys use our products
• Review support tickets and feature requests to identify patterns
• Develop understanding of user needs based on direct observation

Product Knowledge

• Actively learn your product area — use the product regularly, review support tickets, ask questions about how features connect
• Understand the workflows attorneys perform within your product area
• Collaborate with engineering on implementation feasibility and develop awareness of technical constraints and opportunities
• Review release notes and change logs to understand what's changed and why

Collaboration & Process

• Participate in design reviews, sprint planning, and cross-functional team rituals
• Incorporate critique feedback effectively and iterate quickly
• Work closely with the Senior Product Designer and Manager to evolve the design system and pattern library
• Communicate design rationale clearly to PMs and Engineers — practice explaining why

Here’s what you’ll need to be successful in this role:

Required Qualifications

• 0–3 years of experience in product design, UX design, or a related role
• Portfolio demonstrating user-centered thinking, interaction design craft, and problem-solving across digital products
• Proficiency in Figma or equivalent modern design and prototyping tools
• Familiarity with UX research methods and willingness to participate in and contribute to research activities
• Strong attention to detail and commitment to design quality
• Curiosity about how products work — technically, commercially, and from the user's perspective

Preferred Qualifications

• Experience working in an agile or scrum development environment
• Exposure to design systems and component-based design workflows
• Familiarity with accessibility best practices (WCAG)
• Experience working with product management teams
• Understanding of HTML and CSS sufficient to collaborate effectively with front-end developers

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work 

* Please include a link to your portfolio along with your resume

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!