Serve as the strategic advisor and trusted partner for Humanity Labs' enterprise wealth management clients, driving successful adoption and expansion of our Digital Workforce managed service. Oversee a portfolio of high-value Wealth Management firm relationships ($5B+ AUM), ensuring clients achieve desired outcomes and ROI while identifying opportunities to expand delegation of work across their organizations.

KEY RESPONSIBILITIES

Strategic Account Management

Own end-to-end relationships for Wealth Management firms managing $5B-$500B+ in assets
Serve as primary engagement contact and strategic advisor on digital workforce initiatives
Develop account growth strategies that align expansion with client business objectives
Conduct quarterly business reviews showcasing ROI, operational impact, and growth opportunities
Identify and champion client needs internally to inform product roadmap and service enhancements

Automation Program Success

Drive successful onboarding and adoption of digital workforce solutions across multiple operational functions
Partner with clients to identify high-impact opportunities in client onboarding, tax compliance, wealth planning, and operations
Ensure clients achieve committed ROI targets and operational capacity improvements
Monitor utilization metrics and proactively address adoption barriers or service issues
Coordinate cross-functional teams (Solutions Analysts, Operations & support engineering ) to exceed client expectations

Revenue Growth & Expansion

Identify and close expansion opportunities
Develop compelling business cases for expansion supported by realized ROI data
Navigate complex buying processes involving C-suite executives, operations leaders, and compliance teams
Generate referenceable clients and case studies that support new business development

Industry Expertise & Advisory

Maintain deep understanding of Wealth Management operational challenges, regulatory requirements, and technology ecosystems
Advise clients on best practices for change management, workflow optimization, and team enablement
Stay current on wealth management industry trends, competitive landscape, and emerging technologies
Represent client voice in internal strategy discussions and priorities
Build trusted advisor relationships with client executives through thought leadership and strategic guidance

SUCCESS METRICS

Client Retention: ≥95% gross retention
Client Satisfaction: NPS ≥50, CSAT ≥4.5/5.0
ROI Delivery: 100% of clients achieve committed targets
Reference Advocacy: 80%+ of portfolio willing to serve as active references

10+ years in enterprise account management, client success, or consulting roles

5+ years working directly with wealth management firms, RIAs, or financial services technology
Proven track record managing complex, strategic accounts
Experience driving adoption of business process automation, workflow solutions, or enterprise SaaS platforms
History of consistently exceeding retention and expansion revenue targets

Industry Knowledge

Deep understanding of wealth management operations including client onboarding, account servicing, compliance, and investment operations
Familiarity with wealth management technology stack (CRMs, custodian platforms, portfolio management systems...)
Knowledge of regulatory requirements impacting Wealth Management (SEC, FINRA, state regulations)
Understanding of financial services data security, privacy, and compliance considerations

Core Competencies

Executive presence and ability to build C-suite relationships
Strategic thinking with strong business acumen and financial analysis skills
Consultative selling and value-based account expansion capabilities
Exceptional communication skills for both technical and executive audiences
Project management expertise to orchestrate complex implementations
Problem-solving mindset with bias toward client outcomes

PREFERRED QUALIFICATIONS

Background in management consulting or professional services
CFP, CFA, or other financial services credentials
Prior P&L ownership or revenue responsibility
Technical aptitude to understand automation workflows and integration requirements

SUCCESS FACTORS

Client-First Orientation: Prioritize client outcomes and long-term partnership over short-term wins
Strategic Relationship Builder: Cultivate trusted advisor status through consistent value delivery
Commercially Minded: Balance client advocacy with company growth and profitability objectives
Operational Excellence: Drive rigorous account planning, forecasting, and performance management
Industry Passion: Genuine enthusiasm for transforming wealth management with new capabilities
Embody Humanity Labs Values: Demonstrate urgency, agency, bias to action, simplicity, and customer focus

This role is ideal for a seasoned account executive or client success leader who combines wealth management expertise with a passion for transformative solutions and a proven ability to drive strategic, high-value client relationships.

Competitive salary commensurate with experience, comprehensive benefits package including health, dental, and retirement plans. Opportunities for professional development and training in cutting-edge AI technologies. Collaborative work environment with exposure to innovative projects and emerging technologies. Flexible work arrangements and commitment to work-life balance.

This role represents an exciting opportunity to be at the forefront of AI adoption in business operations while directly impacting customer success and organizational scale. The ideal candidate will combine analytical rigor with creative problem-solving to drive meaningful business outcomes through intelligent automation and data-driven insights.

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