About Us
Wealth.com is the industry’s leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. Trusted by the largest firms in wealth management, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to power scalable, compliant, and personalized planning experiences across the full client lifecycle.The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025
WealthManagement.com Industry Awards, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.At Wealth.com, our team is core to everything we build. We foster a collaborative, high-performing environment that values innovation, ownership, and continuous improvement. Wealth.com is proud to be certified as a Great Place to Work®.About the RoleWe are seeking an experienced leader to join the team supporting Charles Schwab. This individual will operate at the intersection of institutional account management, strategy and execution. This role is designed for a highly strategic operator who can own and grow complex relationships, while also driving end-to-end execution of new, often ambiguous initiatives that push into new operating models of how AI-powered financial planning solutions are delivered.You will serve as a trusted advisor to executive stakeholders, translating customer needs, constraints, and long-term objectives into actionable strategies, while mobilizing internal teams to deliver high-impact outcomes. This is not a traditional account management role; it requires someone who can think like a strategist, operate like a product leader, and execute like a program owner.Key ResponsibilitiesStrategic Account LeadershipOwn and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizationsDevelop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value driversAct as a strategic thought partner, advising on how to best leverage our platform within their broader ecosystemsAnticipate customer needs and proactively shape opportunities for expansion and impactOwn post-implementation adoption and value realization, co-defining and tracking success metricsIdentify and remove barriers to adoption within complex operating environmentsEnsure delivered solutions translate into measurable business impact, not just successful implementationRemove blockers in production by ensuring feedback and bugs are reported and resolved in a timely mannerCreate and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholdersStrategy & ExecutionTranslate client goals and constraints into clear, actionable strategic plansLead zero-to-one initiatives, including new product implementations, workflows, and experiences that may not have precedent within the customer organization or segmentDrive execution across ambiguous environments, ensuring progress despite evolving requirements or unclear pathsBalance long-term strategic vision with near-term deliverables and milestonesEstablish structure, operating cadence, and decision frameworks in complex, multi-stakeholder environmentsCross-Functional Leadership & InfluenceServe as the voice of the customer in product roadmap discussions, ensuring customer workflows, constraints, and value drivers are clearly representedTranslate emerging capabilities (e.g., AI, income tax planning) into frameworks that stakeholders can evaluate and adopt with confidenceNavigate customer data sharing, privacy, and legacy system constraints to enable scalable solutionsSurface and resolve misalignment early to maintain execution momentumPartner with Charles Schwab’s cross-functional teams (e.g., strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loopsServe as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer SuccessInfluence internal priorities based on Charles Schwab’s feedback and needsDrive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, and trade-offsProgram & Project ManagementLead complex, multi-threaded initiatives with competing priorities and stakeholdersEstablish clear timelines, milestones, and accountability structuresIdentify risks early and proactively develop mitigation strategiesEnsure seamless execution from strategy through implementation and adoptionExecutive Communication & StorytellingCreate and deliver compelling presentations for both internal and external audiencesDistill complex concepts into clear, actionable narratives for executive stakeholdersRegularly communicate progress, insights, and recommendations at the leadership levelRequired Qualifications7+ years of experience in financial services, or AI-powered wealth tech, with a mix of:Strategic account management / relationship managementBusiness strategy and executionProgram or product leadershipDirect experience working with or within a multi-entity financial institutionStrong understanding of:Complex operating models and decision-making structuresDelivery channels for financial planning and client-facing roles who sit within these channelsHow these organizations derive value from platforms like Wealth.com and similar AI-powered financial planning solutionsConstraints such as risk, compliance, data governance, and legacy systemsProven ability to navigate and influence cross-functional stakeholders (internal and external)Demonstrated success leading complex, ambiguous initiatives with no clear precedentStrong project and program management skills, with the ability to manage multiple workstreams simultaneouslyExceptional communication skills, including executive-level presentation developmentAbility to thrive under ambiguity, adapt quickly, and manage competing priorities effectivelyExperience translating business, product, and technical teams to drive alignment and executionPreferred QualificationsMBA, CFPⓇ or related master's degree strongly preferredExperience designing or implementing tax planning or financial planning workflows, including integration into enterprise systemsFamiliarity with AI-enabled solutions within financial services and their associated risk/governance considerationsBackground in product management, experience design, or platform strategyTrack record of influencing product roadmaps based on customer needsWhat Success Looks LikeThis role sits at the core of how we translate innovation into real-world impact for some of the most complex wealth management organizations in financial services. Success requires not just understanding the client, but reshaping how work gets done across both organizations.You are viewed by clients as a trusted strategic partner, not just a vendorYou successfully drive adoption of new capabilities, even in highly complex and constrained environmentsYou create clarity and forward momentum in situations where others see ambiguity or roadblocksYou elevate internal teams’ understanding of Schwab’s needs and influence product direction accordinglyYou consistently deliver outcomes that balance customer value, business impact, scalability, and operational feasibilityBenefits & PerksCompetitive salaryExcellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees100% company-paid basic life insurance, short-term and long-term disability insurance100% paid parental leave upon eligibilityCompany equity managed through Carta401k with match and 100% vesting upon hireFlexible PTO in an environment where taking time off to relax or recharge is supported and encouragedTake time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
