Wealth.com - Director of Strategic Accounts

About Wealth.com

Wealth.com is the leading AI wealth management platform, empowering financial institutions to modernize client planning advice. Trusted by major wealth management firms, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to deliver scalable, compliant, and personalized planning experiences. Recognized for innovation, the company has won awards from WealthManagement.com and achieved #1 in estate planning market share in the Kitces AdvisorTech Study. Wealth.com fosters a collaborative, high-performing environment and is certified as a Great Place to Work®.

About the Role

We are seeking an experienced leader to join the team supporting Charles Schwab. This role operates at the intersection of institutional account management, strategy, and execution. The ideal candidate is a highly strategic operator capable of owning and growing complex relationships while driving end-to-end execution of new, often ambiguous initiatives. You will serve as a trusted advisor to executive stakeholders, translating customer needs into actionable strategies and mobilizing internal teams to deliver high-impact outcomes. This role requires strategic thinking, product leadership, and program ownership.

Key Responsibilities:

Strategic Account Leadership

• Own and deepen relationships with a wide range of stakeholders across Charles Schwab’s multi-entity, multi-vertical organizations.
• Develop a deep understanding of each Charles Schwab business vertical’s operating model, decision frameworks, and value drivers.
• Act as a strategic thought partner, advising on leveraging the Wealth.com platform within their 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.
• Remove blockers in production by ensuring timely reporting and resolution of feedback and bugs.
• Create and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholders.

Strategy & Execution

• Translate client goals and constraints into clear, actionable strategic plans.
• Lead zero-to-one initiatives, including new product implementations, workflows, and experiences.
• Drive execution in ambiguous environments, ensuring progress despite evolving requirements.
• Balance long-term strategic vision with near-term deliverables.
• Establish structure, operating cadence, and decision frameworks in complex, multi-stakeholder environments.

Cross-Functional Leadership & Influence

• Serve as the voice of the customer in product roadmap discussions.
• Translate emerging capabilities (e.g., AI, income tax planning) into adoption frameworks.
• Navigate customer data sharing, privacy, and legacy system constraints.
• Surface and resolve misalignment early to maintain execution momentum.
• Partner with Charles Schwab’s cross-functional teams (strategy, product, risk, compliance, operations, technology) to enable successful adoption.
• Serve as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer Success teams.
• Influence internal priorities based on Charles Schwab’s feedback and needs.
• Drive alignment across internal leadership and customer executive stakeholders on priorities and trade-offs.

Program & Project Management

• 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.

Executive Communication & Storytelling

• Create and deliver compelling presentations for internal and external audiences.
• Distill complex concepts into clear, actionable narratives for executive stakeholders.
• Regularly communicate progress, insights, and recommendations at the leadership level.

Required Qualifications:

• 7+ years of experience in financial services or AI-powered wealth tech, with a mix of strategic account management, business strategy and execution, and program or product leadership.
• Direct experience working with or within a multi-entity financial institution.
• Strong understanding of complex operating models, decision-making structures, delivery channels for financial planning, and how organizations derive value from AI-powered financial planning solutions.
• Familiarity with 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.
• Exceptional communication skills, including executive-level presentation development.
• Ability to thrive under ambiguity, adapt quickly, and manage competing priorities.
• Experience translating between business, product, and technical teams to drive alignment and execution.

Preferred Qualifications:

• MBA, CFP®, or related master's degree.
• Experience designing or implementing tax planning or financial planning workflows.
• Familiarity with AI-enabled solutions in financial services and associated risk/governance considerations.
• Background in product management, experience design, or platform strategy.
• Track record of influencing product roadmaps based on customer needs.

Benefits & Perks:

• Competitive salary.
• Excellent medical, dental, and vision insurance options.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401(k) with match and 100% vesting upon hire.
• Flexible PTO.
• Company holidays, including your birthday.

To apply: https://weworkremotely.com/remote-jobs/wealth-com-director-of-strategic-accounts