We're Growing

Join the
WiseNest Family.

What started as one person's spreadsheet is becoming a team helping thousands of families plan retirement with clarity. We're hiring the people who'll get us there — without losing the warmth that makes WiseNest, well, WiseNest.

Bank-level securitySOC 2 In ProgressWe never sell your dataBilingual in every feature
Our Team

The humans behind the product.

A small, intentional team. Big on craft, low on jargon, allergic to the word "synergy."

R

Rich

Founder & CEO

Soon-to-be retiree who built WiseNest out of his own spreadsheet because no tool handled real family complexity. Still does most of the calculation engine work himself.

M

Maria

Co-Founder & Head of Bilingual Experience

Rich's wife and the reason WiseNest speaks Spanish so naturally — she translated, polished, and re-wrote nearly every Spanish line on the site. The family's resident editor-in-chief.

D

Daniel

Lead Engineer

Builds the calculation engine and the parts of the app you never think about — because they just work. Spends weekends optimizing Monte Carlo loops for fun.

P

Priya

Head of Design

Believes financial software shouldn't look like a tax form. Responsible for the dark-and-gold aesthetic and the obsessive attention to spacing you might've noticed.

J

James

Head of Advisor Partnerships

Spent 12 years inside RIAs before joining. Translates between "what advisors actually need" and "what we can build this quarter." Big believer in the boring details.

Open Roles

Build something families remember.

Five roles open today. All remote, all real. We hire for craft, kindness, and a low tolerance for nonsense.

Senior Frontend Engineer (React)

Lead the next generation of the planner UI — interactive charts, complex forms, accessible everything. You'll work directly with Rich and the design team.

What you'll own

  • Architecture and craft of the React + Vite planner app
  • Performance, accessibility, and the visual polish users love
  • Mentoring future hires and shaping the engineering culture

Why it's exciting

Real users, real money decisions, and a codebase small enough that your work ships in days — not quarters.

Content Marketing & YouTube Strategist

Own our top-of-funnel story. Plan, script, and produce honest, useful retirement content that pulls people in without insulting their intelligence.

What you'll own

  • Editorial calendar across blog, YouTube, and social
  • Scripting and producing weekly explainer videos
  • Working with Rich to turn deep planning topics into approachable content

Why it's exciting

Help millions of families understand retirement — and build a personal brand alongside ours.

Spanish Content & Localization Specialist

Take Spanish at WiseNest from "really good" to "clearly the best in the category." Write, translate, and shape the voice for Latin American families.

What you'll own

  • Spanish copy across the marketing site, planner, and emails
  • Cultural and linguistic QA for every new feature we ship
  • Building a Spanish-language content library that actually helps

Why it's exciting

Most retirement tools treat Spanish as an afterthought. You'd be making it the headline.

Advisor Success Manager

Be the human face of WiseNest for our advisor customers. Onboard new firms, run check-ins, surface feature requests, and keep retention strong.

What you'll own

  • End-to-end onboarding for new advisor accounts
  • Quarterly business reviews with key firms
  • Closing the loop between advisor feedback and the product team

Why it's exciting

Advisors are some of the smartest, most demanding customers you'll ever meet. You'll grow fast.

Bilingual Customer Support Specialist

Be the voice that meets users on their hardest day — when the math feels scary, the tax question is confusing, or something just isn't working.

What you'll own

  • Email and chat support in English and Spanish
  • Building the help center and template library from scratch
  • Spotting product friction and feeding it back to engineering

Why it's exciting

Support at WiseNest isn't ticket triage — it's where the product gets shaped.

Don't see your role?
We still want to hear from you.

If you believe in what we're building and have a superpower we should know about, send us a note.

Get in touch
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