Head of Management Accounts & Planning

Wealth Management Platform Leader
com is the industry's leading AI wealth management platform, empowering financial institutions to modernize how they deliver planning advice to clients. Trusted by the largest firms in wealth management, Wealth.com combines proprietary AI, enterprise-grade security, and deep legal and tax expertise to power scalable, compliant, and personalized planning experiences across the full client lifecycle.
The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
We foster a collaborative, high-performing environment that values innovation, ownership, and continuous improvement. This individual will operate at the intersection of institutional account management, strategy and execution. This role is designed for a highly strategic operator who can own and grow complex relationships, while also driving end-to-end execution of new, often ambiguous initiatives that push into new operating models of how AI-powered financial planning solutions are delivered.
You will serve as a trusted advisor to executive stakeholders, translating customer needs, constraints, and long-term objectives into actionable strategies, while mobilizing internal teams to deliver high-impact outcomes. This is not a traditional account management role; Strategic Account Leadership

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
Ensure delivered solutions translate into measurable business impact, not just successful implementation
Create and deliver quarterly Service Level Agreement (SLA) and Quarterly Business Reviews (QBRs) to customer stakeholders
Lead zero-to-one initiatives, including new product implementations, workflows, and experiences that may not have precedent within the customer organization or segment
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
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
strategy, product, risk, compliance, operations, technology) to unblock progress, enable successful adoption and valuable feedback loops
com's Product, Engineering, Design, Legal, Compliance, and Customer Success
Drive alignment across internal leadership and customer executive stakeholders on priorities, sequencing, and trade-offs
Program & Project Management

Establish clear timelines, milestones, and accountability structures
Identify risks early and proactively develop mitigation strategies
Ensure seamless execution from strategy through implementation and adoption
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
• Direct experience working with or within a multi-entity financial institution

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

Strong project and program management skills, with the ability to manage multiple workstreams simultaneously
Exceptional communication skills, including executive-level presentation development
Experience translating business, product, and technical teams to drive alignment and execution
MBA, CFP or related master's degree strongly preferred
Experience designing or implementing tax planning or financial planning workflows, including integration into enterprise systems
Familiarity with AI-enabled solutions within financial services and their associated risk/governance considerations
Background in product management, experience design, or platform strategy
Track record of influencing product roadmaps based on customer needs
This role sits at the core of how we translate innovation into real-world impact for some of the most complex wealth management organizations in financial services. You consistently deliver outcomes that balance customer value, business impact, scalability, and operational feasibility
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
• Company equity managed through Carta
• 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.