Addition Wealth · 2 months ago
Enterprise Client Strategy & Operations Manager
New York, NY
Full-time
Hybrid
Mid, Senior Level
$160K/yr - $190K/yr
5+ years expAddition Wealth is on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. The Enterprise Client Strategy & Operations Manager will nurture and grow relationships within key enterprise accounts, support adoption across end users, and help define the product roadmap.
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
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
Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
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
Work from anywhere: We're remote first with a home base in NY.
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
Company
Addition Wealth
Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$4.24MKey Investors
Manulife FinancialWMNfintech
2024-10-16Grant· $0.04M
2024-09-26Non Equity Assistance
2022-02-09Seed· $4.2M
Recent News
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