Senior Vice President – Private Wealth
Wealth.com
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $400,000 per year
Job Level
Senior
About the role
- Participate in our most important growth initiatives.
- Interface with senior partners at AmLaw 100 firms and executives at major financial institutions and trust companies to drive enterprise acclimatization and adoption of technology.
- Bring in marquee and larger customers by working closely with our growth team, specifically the Director, Private Wealth Sales and Chief Growth Officer.
- Be a software product visionary.
- Improve the UHNW products by continuing the feedback loop with our product and engineering teams so that our solutions meet the rigorous standards of a partner-level attorney.
- Ensure our company is proactive and the market leader, not just reactive to market trends and customer feedback.
- Continue our culture of excellence and innovation.
- Lead our people.
- Build processes and participate in pre-sale and post-sale implementation of the software on site with customers.
- Create systems, procedures, and internal metrics to ensure high-quality support from the legal and support teams at scale. Work closely with our Head of Client Experience.
- Lead the Wealth.com professional review team, as a team of super users that supports our blue-chip customers.
Requirements
- J.D. degree and admission to at least one U.S. state bar.
- Minimum 15 years of experience in private wealth, with at least 10 years in private practice.
- Partner-level attorney preferred
- ACTEC membership preferred
- Strong interest in technology, particularly generative artificial intelligence. You understand that AI is not a threat to the legal profession, but another evolution for practitioners. You are ready to switch your ownership track from the law firm to the corporate world.
- Demonstrated interest in building attorney teams, procedure for scale, and business development.
- Willingness to travel at least once a month within the continental United States.
Benefits
- Competitive salary.
- Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
J.D. degreeprivate wealth managementbusiness developmentlegal proceduresgenerative artificial intelligenceteam buildingsoftware implementationprocess creationmetrics developmentclient support
Soft skills
leadershipcommunicationinnovationproactivitycollaborationcustomer focusstrategic thinkingadaptabilityproblem-solvingteam management
Certifications
admission to U.S. state barACTEC membership