Job Description
Serve as the strategic advisor and trusted partner for Humanity Labs' enterprise wealth management clients, driving successful adoption and expansion of our Digital Workforce managed service. Oversee a portfolio of high-value Wealth Management firm relationships ($5B+ AUM), ensuring clients achieve desired outcomes and ROI while identifying opportunities to expand delegation of work across their organizations.
KEY RESPONSIBILITIES
Strategic Account Management
- Own end-to-end relationships for Wealth Management firms managing $5B-$500B+ in assets
- Serve as primary engagement contact and strategic advisor on digital workforce initiatives
- Develop account growth strategies that align expansion with client business objectives
- Conduct quarterly business reviews showcasing ROI, operational impact, and growth opportunities
- Identify and champion client needs internally to inform product roadmap and service enhancements
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