Senior Vice President – Private Wealth
Job Description:
• Participate in our most important growth initiatives.
• Interface with senior partners at AmLaw 100 firms and executives at major financial institutions and trust companies to drive enterprise acclimatization and adoption of technology.
• Bring in marquee and larger customers by working closely with our growth team, specifically the Director, Private Wealth Sales and Chief Growth Officer.
• Be a software product visionary.
• Improve the UHNW products by continuing the feedback loop with our product and engineering teams so that our solutions meet the rigorous standards of a partner-level attorney.
• Ensure our company is proactive and the market leader, not just reactive to market trends and customer feedback.
• Continue our culture of excellence and innovation.
• Lead our people.
• Build processes and participate in pre-sale and post-sale implementation of the software on site with customers.
• Create systems, procedures, and internal metrics to ensure high-quality support from the legal and support teams at scale. Work closely with our Head of Client Experience.
• Lead the Wealth.com professional review team, as a team of super users that supports our blue-chip customers.
Requirements:
• J.D. degree and admission to at least one U.S. state bar.
• Minimum 15 years of experience in private wealth, with at least 10 years in private practice.
• Partner-level attorney preferred
• ACTEC membership preferred
• Strong interest in technology, particularly generative artificial intelligence. You understand that AI is not a threat to the legal profession, but another evolution for practitioners. You are ready to switch your ownership track from the law firm to the corporate world.
• Demonstrated interest in building attorney teams, procedure for scale, and business development.
• Willingness to travel at least once a month within the continental United States.
Benefits:
• Competitive salary.
• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
• 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.
Apply Now
Apply Now
• Participate in our most important growth initiatives.
• Interface with senior partners at AmLaw 100 firms and executives at major financial institutions and trust companies to drive enterprise acclimatization and adoption of technology.
• Bring in marquee and larger customers by working closely with our growth team, specifically the Director, Private Wealth Sales and Chief Growth Officer.
• Be a software product visionary.
• Improve the UHNW products by continuing the feedback loop with our product and engineering teams so that our solutions meet the rigorous standards of a partner-level attorney.
• Ensure our company is proactive and the market leader, not just reactive to market trends and customer feedback.
• Continue our culture of excellence and innovation.
• Lead our people.
• Build processes and participate in pre-sale and post-sale implementation of the software on site with customers.
• Create systems, procedures, and internal metrics to ensure high-quality support from the legal and support teams at scale. Work closely with our Head of Client Experience.
• Lead the Wealth.com professional review team, as a team of super users that supports our blue-chip customers.
Requirements:
• J.D. degree and admission to at least one U.S. state bar.
• Minimum 15 years of experience in private wealth, with at least 10 years in private practice.
• Partner-level attorney preferred
• ACTEC membership preferred
• Strong interest in technology, particularly generative artificial intelligence. You understand that AI is not a threat to the legal profession, but another evolution for practitioners. You are ready to switch your ownership track from the law firm to the corporate world.
• Demonstrated interest in building attorney teams, procedure for scale, and business development.
• Willingness to travel at least once a month within the continental United States.
Benefits:
• Competitive salary.
• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
• 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.
Apply Now
Apply Now