Responsibilities:

Client Ownership & Success

• Own the ongoing success, satisfaction, and retention of clients post-sale
• Serve as a senior point of contact for strategic enterprise relationships
• Ensure clients are using the platform efficiently and in alignment with best practices
• Identify risks, adoption gaps, and opportunities to improve client outcomes

Platform Adoption, Enablement & Expansion

• Drive adoption of platform capabilities, workflows, and new features across enterprise clients
• Lead proactive outreach related to new products, enhancements, and platform updates
• Partner with Product teams to support enterprise implementations and integrations
• Identify expansion opportunities in collaboration with Sales

New Products & Implementations

• Lead enterprise-facing rollout of new products, services, and platform enhancements
• Coordinate implementation plans, timelines, and communications for enterprise clients
• Act as the voice of enterprise clients in shaping go-to-market and enablement strategies

Cross-Functional Collaboration

• Partner closely with Strategic Consulting to ensure seamless handoff post transition.
• Collaborate with Enterprise Services and Advisor Services teams to deliver consistent, high-quality support
• Work with Product, Trading, and Operations to resolve issues and drive continuous improvement
• Align enterprise client strategy with overall firm growth objectives

Function & Team Development

• Build and scale the Enterprise Solutions function, including role definition, hiring, and career paths
• Establish engagement models, success metrics, and operating rhythms
• Develop playbooks, best practices, and standardized client engagement frameworks
• Mentor and develop team members as the function grows
• Metrics, Reporting & Continuous Improvement
• Define and track key performance indicators including client satisfaction, adoption, retention, and expansion
• Use data and client feedback to identify trends and improvement opportunities
• Drive continuous refinement of enterprise client engagement strategies

Skills, Knowledge and Experience:

• 10 years of experience in enterprise client success, enterprise solutions, relationship management, or consulting within fintech, SaaS, financial services, or wealth management
• Proven experience managing enterprise client relationships post-sale
• Demonstrated success building and scaling client-facing teams or functions
• Strong understanding of platform-based business models and client adoption dynamics
• Excellent executive communication and stakeholder management skills
• Bachelor’s degree required; MBA or advanced degree a plus
• Experience in wealthtech, fintech, TAMPs, or enterprise SaaS
• Familiarity working closely with sales and go-to-market teams
• Experience supporting complex, multi-stakeholder enterprise clients

COMPANY CULTURE & PERKS – HIGHLIGHTS:

Investing in Your Growth 🌱

• Casual work environment with fun, hard-working, and open-minded coworkers
• Competitive salary with opportunity for performance-based annual bonus
• Opportunities to up-skill, explore new responsibilities, and network across departments
• Defined and undefined career pathways allowing you to grow your own way

Work/Life Balance 🗓️

• Flexible PTO and work schedule to ensure our team balances work and life
• Hybrid work schedule, with three days in the office and two days working from home
• Maternity and paternity leave

Taking Care of Your Future ♥️

• Medical, Dental, and Vision, Disability insurance
• Free access to Spring Health, a comprehensive mental health solution
• 401(k) with company match and a broad selection of investments
• Voluntary insurance: short-term disability, long-term disability, and life insurance
• FSA and transit benefits for employees that contribute pre-tax dollars

Other Fun Stuff ⭐

• Free on-site gym, nearby parking and commuter benefits
• Weekly catered lunches in the office, plus happy hours
• Stocked kitchen with snacks and drinks
• GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022
• GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022
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