Senior Vice President – Private Wealth
Wealth.com
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $400,000 per year
Job Level
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 & Tools
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