Director of Strategic Accounts

🕒 2 days ago

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• Own and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizations • Develop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value drivers • Act as a strategic thought partner, advising on how to best leverage our platform within their broader ecosystems • Anticipate customer needs and proactively shape opportunities for expansion and impact • Own post-implementation adoption and value realization, co-defining and tracking success metrics • Identify and remove barriers to adoption within complex operating environments • Ensure delivered solutions translate into measurable business impact, not just successful implementation • Remove blockers in production by ensuring feedback and bugs are reported and resolved in a timely manner • Create and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholders • Translate client goals and constraints into clear, actionable strategic plans • Lead zero-to-one initiatives, including new product implementations, workflows, and experiences that may not have precedent within the customer organization or segment • Drive execution across ambiguous environments, ensuring progress despite evolving requirements or unclear paths • Balance long-term strategic vision with near-term deliverables and milestones • Establish structure, operating cadence, and decision frameworks in complex, multi-stakeholder environments • Serve as the voice of the customer in product roadmap discussions, ensuring customer workflows, constraints, and value drivers are clearly represented • Translate emerging capabilities (e.g., AI, income tax planning) into frameworks that stakeholders can evaluate and adopt with confidence • Navigate customer data sharing, privacy, and legacy system constraints to enable scalable solutions • Surface and resolve misalignment early to maintain execution momentum • Partner with Charles Schwab’s cross-functional teams (e.g., strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loops • Serve as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer Success • Influence internal priorities based on Charles Schwab’s feedback and needs • Drive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, and trade-offs • Lead complex, multi-threaded initiatives with competing priorities and stakeholders • Establish clear timelines, milestones, and accountability structures • Identify risks early and proactively develop mitigation strategies • Ensure seamless execution from strategy through implementation and adoption • Create and deliver compelling presentations for both internal and external audiences • Distill complex concepts into clear, actionable narratives for executive stakeholders • Regularly communicate progress, insights, and recommendations at the leadership level.

🎯 Requirements

• 7+ years of experience in financial services, or AI-powered wealth tech, with a mix of: • Strategic account management / relationship management • Business strategy and execution • Program or product leadership • Direct experience working with or within a multi-entity financial institution • Strong understanding of: • Complex operating models and decision-making structures • Delivery channels for financial planning and client-facing roles who sit within these channels • How these organizations derive value from platforms like Wealth.com and similar AI-powered financial planning solutions • Constraints such as risk, compliance, data governance, and legacy systems • Proven ability to navigate and influence cross-functional stakeholders (internal and external) • Demonstrated success leading complex, ambiguous initiatives with no clear precedent • Strong project and program management skills, with the ability to manage multiple workstreams simultaneously • Exceptional communication skills, including executive-level presentation development • Ability to thrive under ambiguity, adapt quickly, and manage competing priorities effectively • Experience translating business, product, and technical teams to drive alignment and execution.

🏖️ Benefits

• Competitive salary • 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.