Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
About the Role
Addition Wealth is looking for a Director of Strategic Accounts to lead and scale relationships within our most critical enterprise partnerships. With a dedicated operations team handling day-to-day execution, this role is designed for a strategic leader who focuses on account health, program performance, and long-term partnership expansion.
As the primary strategic lead, you will move beyond implementation to become a trusted advisor to our clients. You will be responsible for analyzing performance metrics to prove ROI, overseeing the health of the client relationship, and identifying opportunities to deepen our footprint within the client organization.
We're looking for the following:
- You have a proven track record of building C-suite level trust and navigating complex enterprise hierarchies.
- You are obsessed with data. You don’t just report on what happened; you use data to tell a story, prove value, and predict future needs.
- You naturally spot opportunities for expansion and can turn a satisfied client into a long-term, high-growth partner.
- You can translate complex product capabilities into clear business value. You are as comfortable leading a QBR as you are white boarding with internal stakeholders.
- 7+ years of experience including a mix of investment banking, private equity, or consulting and startup experience, preferably in fintech or Saas.
What you'll work on:
- Define and track key performance indicators (KPIs) for your account(s). Use data to identify trends, optimize program adoption, and present high-impact ROI reports to clients.
- Drive account retention and identify expansion opportunities. Partner with sales and leadership to execute strategies that align with client goals.
- Oversee the delivery of the Addition Wealth roadmap for your clients, ensuring that the dedicated Ops team and Product team are aligned with the client’s strategic priorities.
- Act as the "voice of the client" for the product team. Influence the roadmap by synthesizing client feedback into strategic requirements.
- Partner with the Ops team to refine the "Addition Playbook," ensuring our approach to enterprise management is scalable, professional, and best-in-class.
- Travel to events and meet with clients onsite up to 25%.
What you'll get:
- Strategic Exposure to Key Enterprise Accounts - Gain front-line experience with our most critical enterprise clients. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success.
- Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience.
- Flexibility - We believe in flexibility as long as you can deliver on strong outcomes for our clients.
- Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale
- Mission Driven - You’ll see the product of your work – directly improving the financial health of millions of people in the US through access to high quality financial expertise
We also offer great benefits & perks including:
- 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.
