Quality Assurance Analyst

Title
:
Quality Assurance Analyst
Location
:
Hybrid, New York, New York

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

We are looking for a motivated and experienced Quality Assurance (QA) Analyst to join our team! As a Quality Assurance (QA) Analyst, you will be responsible for planning, implementation and monitoring of the quality assurance test cases.

• Plan, write and execute functional testing, integration testing, smoke testing, regression testing, and user acceptance testing
• Implements, performs and documents assigned control reviews; performs and conducts testing based on detailed procedures and processes
• Identifies issues, exceptions and patterns, escalates to management for resolution and formally documents findings
• Identifies areas of risk and make recommendations on operational improvements, processes for compliance, quality assurance and any additional training essential to mitigate risk
• Analyze new product features and business requirements to create in depth test cases
• Testing case regression, verification, and ad hoc of newly implemented features
• Ability to manage the full life cycle of defects, from research to tracking to closing
• Identify any potential problems that users might encounter
• Collaborate daily with Product and Engineering to test
• Pull Request in staging then production

Preferred 3-5 years of experience. Must be proactive, flexible, and able to adapt the QA processes to the critical needs of the product and development team. Strong written and verbal communication skills. Strong observational skills. Analytical, organized, and detail oriented. Ability to work well in a group setting with people of different disciplines. API testing. Strong understanding of existing Quality Assurance processes.

Awareness of existing and upcoming tools & technology with the ability to have a high degree of ownership.

• 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.