Principal Wealth Strategist (Foundational SME)

Monstro(2 months ago)

HybridFull TimeSenior$252,000 - $281,000

About this role

Monstro is an AI-native fintech platform focused on transforming financial decision-making through intelligence and automation. They are looking to hire a senior wealth strategy expert to ensure the robustness and correctness of their financial logic across multiple domains.

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Required Skills

Tax
Legal Structures
Financial Planning
Estate Planning
Investment Management
AI-enabled
Rules-based
Financial Logic
Cross-domain Analysis
Wealth Management

About Monstro

monstro.com

Monstro is an AI-driven productivity platform that acts as a personal co‑pilot to help users manage tasks, workflows, and decisions across the apps they already use. It pairs a conversational interface with prebuilt integrations and automation templates so individuals and teams can automate repetitive work, surface insights, and move faster. Positioned as “Your Co‑Pilot Today. Your Autopilot Tomorrow,” the product emphasizes safe, human‑centered automation that progressively takes on more autonomous tasks while keeping oversight. Monstro targets knowledge workers and small-to-medium teams seeking to boost efficiency via low‑code automations and centralized AI assistance.

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