Director of Strategic Accounts

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Wealth.com

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

Gegründet 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com ist eine moderne, beratergeführte Plattform für Nachlassplanung, die Finanzberatern, Anwälten, Trustgesellschaften und Unternehmen hilft, Nachlasspläne für Kunden aller Vermögensstufen zu erstellen, zu visualisieren und zu verwalten. Die SaaS-Plattform generiert juristische Dokumente auf Anwaltsniveau, bietet eine KI-Engine (Ester®) zur Extraktion und Zusammenfassung komplexer Pläne und bietet Werkzeuge wie Szenariomodellierung, visuelle Berichte, sichere Speicherung (Vault) und Integrationen mit Finanzsystemen zur Unterstützung von End-to-End-Nachlassplanungs-Workflows. Wealth. com ist auf B2B-Distribution durch Vermögensverwalter und Institutionen ausgerichtet und legt Wert auf Sicherheit, regulatorische Konformität und Skalierbarkeit.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.