Monstro · 15 hours ago
Principal Wealth Strategist (Foundational SME)
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$252K/yr - $281K/yrMonstro is an AI-native fintech platform reimagining how people and institutions manage money. They are seeking a senior Wealth Strategy Subject Matter Expert to serve as the internal authority on comprehensive wealth management across various domains including cashflow, tax, legal, investment, and financial planning.
AccountingEdTechFinanceFinTechInsurTechLegal TechPersonal FinanceWealth Management
Responsibilities
Serve as the internal authority on comprehensive wealth strategy across:
Tax
Estate planning and legal structures
Investments
Broader financial planning
Bring deep expertise in one or more domains, with the ability to reason across all four as an integrated system
Evaluate complex scenarios and identify second- and third-order impacts across domains
Establish standards for accuracy, completeness, and consistency of financial logic
Review and validate early advice frameworks, assumptions, and edge cases
Act as a senior technical reviewer for high-impact or high-risk planning scenarios
Ensure early decisions withstand expert scrutiny and institutional expectations
Define and articulate institution-grade wealth strategy logic in a form that can be safely operationalized over time
Translate expert financial judgment into clear strategic principles, constraints, and decision guidance across tax, legal, investment, and planning domains
Identify where rules-based approaches are appropriate versus where expert judgment or guardrails are required
Surface risk, edge cases, and dependency considerations that must be respected in any downstream implementation
Serve as the source of truth for how wealth strategy decisions should be interpreted and applied
Establish the foundational structure for Monstro’s wealth strategy reasoning
Define Monstro’s initial wealth strategy architecture from a domain-expert perspective
Document and clarify cross-domain dependencies and interactions (e.g., tax ↔ estate ↔ investment tradeoffs)
Ensure early strategy decisions form a coherent, defensible foundation that can scale without rework
Guard against oversimplification that could introduce hidden downstream risk
Qualification
Required
Senior-level experience equivalent to a Wealth Strategist or Advanced Planning Strategist at a top financial institution
Advanced professional designation such as: CPA, JD / Attorney
Deep tax expertise with strong understanding of downstream implications
Demonstrated experience in estate planning and legal structures
Broad financial planning background beyond a single specialty
Strong academic and technical foundation
Ability to reason across domains and understand compounding effects
Comfort operating as a senior IC and technical authority
Not a junior, sales-oriented, or relationship-only advisor profile
Preferred
Experience supporting digital advice platforms or fintech products
Prior work translating expert judgment into scalable systems
Exposure to AI-enabled or rules-based financial tools
Experience in UHNW or highly complex wealth environments
Benefits
Paid health, vision, dental, and disability coverage
Company
Monstro
Your independent guide to building and protecting your wealth.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase