Director of Strategic Accounts

Wealth.com is a leading AI wealth management platform that empowers financial institutions to modernize client planning advice through proprietary AI, security, and legal expertise. Recognized for innovation, the company fosters a collaborative environment and is certified as a Great Place to Work.

Location: Remote, United States

Responsibilities

• Own and deepen relationships with stakeholders at Charles Schwab’s multi-entity, multi-vertical organizations.
• Develop understanding of Schwab’s operating models, decision frameworks, and value drivers.
• Act as a strategic thought partner advising on platform leverage within broader ecosystems.
• Anticipate customer needs and shape expansion opportunities.
• Own post-implementation adoption and success metrics.
• Identify and remove barriers to adoption.
• Ensure solutions translate into measurable business impact.
• Create and deliver quarterly SLAs and QBRs.

Requirements

• 7+ years of experience in financial services or AI-powered wealth tech, with experience in strategic account management, business strategy, and program or product leadership.
• Experience working with or within a multi-entity financial institution.
• Understanding of complex operating models, decision-making, and delivery channels for financial planning.
• Proven ability to navigate and influence cross-functional stakeholders.
• Success leading complex, ambiguous initiatives.
• Strong project and program management skills.
• Exceptional communication skills, including executive-level presentations.
• Ability to thrive under ambiguity and manage competing priorities.
• Experience translating business, product, and technical teams to drive alignment.

Benefits

• Competitive salary.
• Medical, dental, and vision insurance with low-cost premiums.
• 100% company-paid basic life, short-term, and long-term disability insurance.
• Paid parental leave.
• Company equity managed through Carta.
• 401k with match and full vesting.
• Flexible PTO and holiday leave including birthday.