SVP of Private Wealth
Benefits
Unlimited PTO
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Growth Initiatives:
- Participate in our most important growth initiatives.
- Interface with senior partners to drive enterprise adoption of technology.
- Bring in marquee customers by working closely with our growth team.
Software Product Vision:
- Improve the UHNW products by continuing the feedback loop with our product and engineering teams.
- Ensure our company is proactive and the market leader, not reactive to market trends.
- Continue our culture of excellence and innovation.
Leading People:
- Build processes and participate in pre-sale and post-sale implementation of the software.
- Create systems, procedures, and internal metrics to ensure high-quality support from the legal and support teams.
- Lead the Wealth.com professional review team.
Wealth.com
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. They cultivate a collaborative and supportive environment, fostering innovation and are certified as a Great Place to Work for 2025.