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 Role
We 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 Responsibilities
Strategic Account Leadership
Own and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizations
Develop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value drivers
Act as a strategic thought partner, advising on how to best leverage our platform within their broader 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, not just successful implementation
Remove blockers in production by ensuring feedback and bugs are reported and resolved in a timely manner
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 that may not have precedent within the customer organization or segment
Drive execution across ambiguous environments, ensuring progress despite evolving requirements or unclear paths
Balance long-term strategic vision with near-term deliverables and milestones
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, ensuring customer workflows, constraints, and value drivers are clearly represented
Translate emerging capabilities (e.g., AI, income tax planning) into frameworks that stakeholders can evaluate and adopt with confidence
Navigate customer data sharing, privacy, and legacy system constraints to enable scalable solutions
Surface and resolve misalignment early to maintain execution momentum
Partner with Charles Schwab’s cross-functional teams (e.g., strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loops
Serve as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer Success
Influence internal priorities based on Charles Schwab’s feedback and needs
Drive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, 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 both 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 / relationship management
Business strategy and execution
Program or product leadership
Direct experience working with or within a multi-entity financial institution
Strong understanding of:
Complex operating models and decision-making structures
Delivery channels for financial planning and client-facing roles who sit within these channels
How these organizations derive value from platforms like Wealth.com and similar AI-powered financial planning solutions
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, with the ability to manage multiple workstreams simultaneously
Exceptional communication skills, including executive-level presentation development
Ability to thrive under ambiguity, adapt quickly, and manage competing priorities effectively
Experience translating business, product, and technical teams to drive alignment and execution
Preferred Qualifications
MBA, CFPⓇ or related master's degree strongly preferred
Experience designing or implementing tax planning or financial planning workflows, including integration into enterprise systems
Familiarity with AI-enabled solutions within financial services and their associated risk/governance considerations
Background in product management, experience design, or platform strategy
Track record of influencing product roadmaps based on customer needs
What Success Looks Like
This 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 vendor
You successfully drive adoption of new capabilities, even in highly complex and constrained environments
You create clarity and forward momentum in situations where others see ambiguity or roadblocks
You elevate internal teams’ understanding of Schwab’s needs and influence product direction accordingly
You consistently deliver outcomes that balance customer value, business impact, scalability, and operational feasibility
Benefits & Perks
Competitive salary
Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees
100% company-paid basic life insurance, short-term and long-term disability insurance
100% paid parental leave upon eligibility
Company equity managed through Carta
401k with match and 100% vesting upon hire
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged
Take time off for holidays — and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.