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Addition Wealth · 1 month ago

Enterprise Client Strategy & Operations Manager

New York, NY

Full-time

Hybrid

Mid, Senior Level

$160K/yr - $190K/yr

5+ years exp

Addition Wealth is a company on a mission to redefine financial health through innovative technology and partnerships. They are seeking an Enterprise Client Strategy & Operations Manager to nurture relationships with enterprise accounts, support product implementations, and drive long-term growth by ensuring a high-impact client experience.

Financial ServicesFinTech

Responsibilities

Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a key role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients

Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product

Use data and insights to spot trends, identify opportunities, and support account growth strategies

Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives

Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management

Qualification

Client relationship managementData analysisProduct implementationFintech experienceCross-functional collaborationStrategic thinkingClear communicationProblem-solving

Required

A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done

You take the time to understand each client's unique goals and long-term objectives, and adapt your approach to help them succeed — leading to stronger relationships and measurable outcomes

You're a hands-on partner in the day-to-day — solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows

You love to understand the technical pieces of the product and can figure out how to

A clear communicator with strong interpersonal instincts — unafraid to speak your mind and build trust across both internal and external stakeholders

You have a track record of using data and strategic thinking to drive results in client-facing roles like account management, customer success, consulting, or business operations

You have 5+ years of experience in client-facing roles such as account management, customer success, consulting, business operations, or strategy — with a strong track record of using data and strategic thinking to drive results

Preferred

Experience in fintech, financial services, wealth management and/or insurance

Benefits

401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.

Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.

Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.

Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.

Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.

Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!

Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.