Director, Transformation Adoption – Finance Transformation Office
WillHire
Salary
💰 $75,000 - $100,000 per year
Job Level
Mid-LevelSenior
Tech Stack
Maven
About the role
- Conduct virtual sessions with Stash customers, offering clear and actionable financial guidance tailored to their goals
- Review customer profiles, history, and AI-driven Money Coach insights to personalize each conversation in real time
- Leverage cutting-edge AI technology to enhance the quality of advice, streamline preparation, and make customer interactions more impactful
- Provide education and recommendations without creating full financial plans or extensive follow-up work
- Capture key session highlights using AI-powered transcription tools for future customer interactions
- Maintain professionalism and ensure advice is consistent with Stash’s educational philosophy and regulatory requirements
- Engage with prospective customers from Stash’s existing base of over 1 million, helping them understand the value of personalized financial guidance and encouraging them to book sessions
- Partner with Stash’s internal team to provide feedback and help refine and scale this premium service
Requirements
- Active CFP certification required (other relevant designations such as CPA, ChFC, AFC may be considered), Series 65 or Series 7/66 combination
- Minimum of 3 years of direct client-facing advising experience
- Exceptional communication and coaching skills, with the ability to explain complex topics in plain English
- Entrepreneurial mindset, energized by being the first advisor in a new, high-impact program
- Comfortable using digital tools, virtual platforms, and AI-driven insights
- Ability to thrive in a contract role, managing your own schedule while meeting customer demand
- Licensed and authorized to operate in all U.S. states
- Must not be currently affiliated with another broker-dealer or RIA; requires sole advisory engagement with Stash during the contract period
