Director of Strategic Accounts

Wealth.com

Director of Strategic Accounts at Wealth.com driving strategic partnerships and AI-powered financial planning solutions for Charles Schwab. Leading complex initiatives and customer engagement in financial services.

Posted 6/1/2026full-timeRemote • 🇺🇸 United StatesLead💰 $170,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Own and deepen relationships with a wide range of stakeholders at various levels across Charles Schwab’s multi-entity, multi-vertical organizations
Develop a deep understanding of each of Charles Schwab’s business vertical’s operating model, decision frameworks, and value drivers
Act as a strategic thought partner, advising on how to best leverage our platform within their broader ecosystems
Anticipate customer needs and proactively shape opportunities for expansion and impact
Own post-implementation adoption and value realization, co-defining and tracking success metrics
Identify and remove barriers to adoption within complex operating environments
Ensure delivered solutions translate into measurable business impact, not just successful implementation
Remove blockers in production by ensuring feedback and bugs are reported and resolved in a timely manner
Create and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholders
Translate client goals and constraints into clear, actionable strategic plans
Lead zero-to-one initiatives, including new product implementations, workflows, and experiences that may not have precedent within the customer organization or segment
Drive execution across ambiguous environments, ensuring progress despite evolving requirements or unclear paths
Balance long-term strategic vision with near-term deliverables and milestones
Establish structure, operating cadence, and decision frameworks in complex, multi-stakeholder environments
Serve as the voice of the customer in product roadmap discussions, ensuring customer workflows, constraints, and value drivers are clearly represented
Translate emerging capabilities (e.g., AI, income tax planning) into frameworks that stakeholders can evaluate and adopt with confidence
Navigate customer data sharing, privacy, and legacy system constraints to enable scalable solutions
Surface and resolve misalignment early to maintain execution momentum
Partner with Charles Schwab’s cross-functional teams (e.g., strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loops
Serve as the connective tissue across Wealth.com’s Product, Engineering, Design, Legal, Compliance, and Customer Success
Influence internal priorities based on Charles Schwab’s feedback and needs
Drive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, and trade-offs
Lead complex, multi-threaded initiatives with competing priorities and stakeholders
Establish clear timelines, milestones, and accountability structures
Identify risks early and proactively develop mitigation strategies
Ensure seamless execution from strategy through implementation and adoption
Create and deliver compelling presentations for both internal and external audiences
Distill complex concepts into clear, actionable narratives for executive stakeholders
Regularly communicate progress, insights, and recommendations at the leadership level.

Requirements

What you’ll need

7+ years of experience in financial services, or AI-powered wealth tech, with a mix of:
Strategic account management / relationship management
Business strategy and execution
Program or product leadership
Direct experience working with or within a multi-entity financial institution
Strong understanding of:
Complex operating models and decision-making structures
Delivery channels for financial planning and client-facing roles who sit within these channels
How these organizations derive value from platforms like Wealth.com and similar AI-powered financial planning solutions
Constraints such as risk, compliance, data governance, and legacy systems
Proven ability to navigate and influence cross-functional stakeholders (internal and external)
Demonstrated success leading complex, ambiguous initiatives with no clear precedent
Strong project and program management skills, with the ability to manage multiple workstreams simultaneously
Exceptional communication skills, including executive-level presentation development
Ability to thrive under ambiguity, adapt quickly, and manage competing priorities effectively
Experience translating business, product, and technical teams to drive alignment and execution.

Benefits

Comp & perks

Competitive salary
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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

strategic account managementbusiness strategyprogram leadershipproduct leadershipproject managementprogram managementfinancial planningAI-powered solutionsdata governancerisk management

Soft Skills

relationship managementcommunication skillsinfluencing stakeholdersadaptabilityproblem-solvingpresentation developmentnarrative distillationexecution under ambiguityprioritizationcollaboration