SVP of Private Wealth
Benefits
Unlimited PTO
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Leadership
Growth Initiatives:
- Drive enterprise adoption of technology by interfacing with senior partners and executives.
- Bring in marquee customers by working closely with the growth team.
- Improve UHNW products by continuing the feedback loop with our product and engineering teams.
Product Visionary:
- Meet the rigorous standards of a partner-level attorney.
- Ensure our company is proactive and the market leader.
- Continue our culture of excellence and innovation.
People Leadership:
- Build processes and participate in pre-sale and post-sale implementation of the software on site with customers.
- Create systems and procedures to ensure high-quality support from the legal and support teams at scale.
- Lead the Wealth.com professional review team as a team of super users that supports blue-chip customers.
Wealth.com
Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize how they talk about estate planning with their clients. We cultivate a collaborative and supportive environment, fostering innovation and certified as a Great Place to Work.