Wealth Strategy Architect, Financial Intelligence

About the role

The Wealth Strategy Architect, Financial Intelligence is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset - correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning - these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth - not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation - it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. Cash flow - Income, expenses, surplus allocation, debt management, liquidity planning - the foundation that determines capacity across every other domain Tax planning - Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning Estate planning and legal structures - Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection Financial planning - Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction Investments - Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products