Careers

WealthBook is a progressive, rapidly growing technology company that makes life easier for professional advisors and their clients.

Before WealthBook, neither professional advisors nor their clients were empowered with a solution that could simplify management and preservation of assets. WealthBook solves the long-standing difficulties associated with estate planning and wealth management, and each member of the WealthBook team plays a significant part in delivering this valuable solution.

Headquartered in Colorado’s Front Range, WealthBook offers competitive benefits, a fantastic work environment, competitive salary, and much more.

We are actively seeking talented and creative individuals for the following positions:

1. Web 2.0 UI Developer
2. Inside Sales Representative
3. Director of Marketing
4. Web Developer
5. Graphic Designer

Qualified candidates should send a resume and cover letter to This e-mail address is being protected from spambots. You need JavaScript enabled to view it . No calls, please.

Equal Employment Opportunity Policy: WealthBook is an equal opportunity/affirmative action employer. We welcome and encourage diversity in the workplace.

Web 2.0 UI Software Developer

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The UI Software Developer is responsible for presentation and usability of our user interface. This application encompasses a user interface that facilitates workflow management, messaging, and document management in a secure environment. This position requires exceptional skills in web presentation and the ability to work in a team environment.

Responsibilities:

• Development of web user interfaces, middle-tier components and services
• Integration with APIs, such as payment processing API and relational database systems
• Perform thorough debugging of the site across common browsers
• Optimize user interface performance

Required Skills:

• 5 to 7 years of ASP.NET experience
• Experience with Framework 2.0, Ajax controls, Object Data Source, and declarative syntax
• 5 to 7 years of HTML, CSS, and JavaScript experience
• 5 to 7 years C#.NET, with experience in the following:
  
  • Working with and following design patterns (e.g. Model-View-Controller, GOF, and ASP.NET Provider Model)
  • Domain driven design
  • ADO.NET

• Strong object oriented programming skills
• Web application and design experience
• Enterprise level (N-Tier) development experience
• Test driven development
• Experience with Scrum Agile development methodology
• Strong written/verbal communication skills
• Experience in integrating with middle-tier business objects, state management, and application authentication/authorization

Tools:

• Enterprise Application Blocks
• ASP.NET third-party controls (Telerik, Infragistics, etc.)
• Subversion, NUnit, and FXCop
• Visual Studio 2008
• SQL Server 2005

Desired Skills:

• Performance testing
• Quick learner, self starter
• Experience with Report Development (using third-party tools, MS Reporting Services, etc.)
• IIS Management/Configuration
• Development of application deployed in a secure environment
• Financial services industry experience

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Inside Sales Representative

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Candidate is responsible for selling subscriptions to WealthBook’s solution for wealth management and estate planning. WealthBook’s Inside Sales Representatives are responsible for all new customer sales and subscription renewals within a geographic territory. Responsibilities include cold call prospecting, opportunity management (lead generation and qualification, opportunity management and closure), Internet software demonstrations, proposal generation, contract negotiations, revenue forecasting, trade shows, and more.

Candidate must have strong skills in the following areas: cold calling/prospecting, territory/opportunity/time management and organization, communication, negotiating and sales closing skills.

Position Qualifications

• Minimum 3+ years inside sales with quota responsibility experience
• Proven successful telephone sales track record
• Software industry experience preferred
• Financial industry experience a definite plus
• Excellent oral and written communication, presentation, negotiation and closing skills
• Assertive and tenacious

Educational Requirements / Experience

• Minimum formal education/experience: An undergraduate degree and at least 3+ years inside sales experience.

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Director of Marketing

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The Director of Marketing will build the marketing team and execute the overall strategic marketing plan for WealthBook. The Director of Marketing will be a member of the senior management team and will help guide the strategic direction of WealthBook. If you are ready to make an impact with your ideas and vision, this position is for you.


Responsibilities:

• Refine and implement the marketing strategy with specific focus on driving subscription growth, brand awareness, and marketplace usage
• Design and implement integrated online marketing strategies and campaigns
• Build and manage the marketing team and oversee the marketing budget
• Work with development and product teams to integrate marketing needs into the WealthBook website
• Develop key metric reports tied to specific operational metrics
• Engage in business development activities with potential partners
• Design and oversee email, SEO, SEM, and affiliate programs and campaigns

Requirements:

• 5-10 years experience in B2B and B2C marketing and strategic development at a leading Internet company
• Experience building databases, telemarketing, managing, and web marketing
• Experience executing multi-pronged marketing campaigns including: online marketing, product marketing, brand management, public relations, and direct marketing
• Experience overseeing market research and product development
• Strong organizational skills, excellent communication skills, effective marketing-related writing skills, and the initiative to work in a fast paced start-up environment
• Experience building and growing a successful marketing organization
• Strong analytical skills, both quantitative and qualitative
• MBA preferred but not a requirement given the right experience
• Reports to the Senior VP of Sales and Marketing

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Web Developer

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We are seeking a technically talented and well-rounded Web Developer who is passionate about web design, usability practices, and Web 2.0 capabilities. This Web Developer position is responsible ongoing development and maintenance of the public-facing WealthBook website. This role requires a responsible individual who can balance multiple projects that involve working with back-end content management systems.

Individual must be self-motivated, innovative, and well-versed in new technologies. This position requires a detail-oriented professional who is experienced with building high-performance websites in a fast-paced environment.


Responsibilities:

• Lead web developer in managing and updating our content and public-facing website, including implementation, maintenance, and quality assurance.
• Create new website templates, landing pages, dynamic content, and online demonstrations to support the WealthBook application
• Develop, build standards-compliant, cross-browser/platform compatible web pages
• Define and implement technical architecture, evaluate and recommend technologies, and perform website updates on a scheduled and ad hoc basis
• Responsible for defining and implementing all technical requirements
• Become the technical expert in understanding and implementing the latest trends, applications, best practices and emerging technologies
• Contribute to website design and specifications and provide user interface perspectives
• Support the development and implementation of strategic marketing and business initiatives

Requirements:

• 5+ years of web development and programming experience
• Development skills across a range of technologies that include HTML/XHTML/DHTML/WAP, CSS, CGI, PERL, JAVA, PHP, MySQL, AJAX/Javascript, XML/XSLT, RSS, and so forth
• Advanced user of Joomla, including custom development and search engine optimization
• Strong Flash/ActionScript experience
• Proven track record of launching interactive web sites/applications and ability to develop applications across multiple complex environments with varying configurations (DEV, STAGE, PROD)
• Experience working with databases, content management systems, and e-mail marketing platforms preferred
• Experience with managing SEO, SEM, site optimization, and web analytic tools
• Expert in creating clean, structured code and style sheets, with a knowledge of the current techniques in web standards, best IA/UI/UX practices, and cross-browser techniques
• Must demonstrate strong interactive and functional prototypes to demonstrate concepts
• Strong teamwork, project management skills, and communication skills, including demonstrated track record in managing multiple projects in short timelines in a fast-paced environment
• Great sense of ownership, responsibility, and attention to detail
• Bachelor’s degree in CS or equivalent education and work experience

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Graphic Designer

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WealthBook is seeking a graphic designer for print and electronic media. Candidate must be a detail-oriented person with advanced skills in all Adobe Creative Suite (CS3) and other graphics design tools. Bachelors or Associates degree in Graphic Design with an emphasis on computer design and seven years of professional experience required. The ideal candidate will be an enthusiastic, self-motivated team player with a professional attitude and excellent communication and time management skills.


Responsibilities:

• Create designs, concepts, and sample layouts based on knowledge of layout principles and aesthetic design concepts
• Create product images including user interface icons, banner ads, and other promotional items and imagery
• Determine size and arrangement of illustrative material and copy, and select style and size of type
• Confer with Marketing Team to discuss and determine layout design
• Develop graphics and layouts for company literature, logos, and web pages
• Prepare illustrations or rough sketches of material, discussing them with the marketing team and/or supervisors and making necessary changes as needed.
• Use computer software (Adobe Suite, Flash) to generate new images
• Maintain archive of images, photos, or previous work products

Requirements:

• 7+ years corporate graphic design experience
• Ad agency experience a plus
• Detail oriented and results focused
• Strong oral and written communicator
• Team player who thrives in a fast-paced, entrepreneurial environment
• Strong organization skills with the ability to coordinate and prioritize multiple projects

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