Job Details

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

Requirements

• 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.

Benefits

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.