Company Overview:
GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.
Opportunity:
Based either in the Oak Brook, IL or Chicago, IL, the Vice President, Enterprise Solutions is responsible for owning the post-sale enterprise client experience, ensuring clients are successfully onboarded, fully adopted, and continuously deriving value from the firm’s platform and solutions. This role serves as the primary strategic partner to clients after contract execution, focusing on client satisfaction, platform utilization, retention, and expansion.
In addition to managing existing client relationships, the VP, Enterprise Solutions leads outreach related to new product launches, enhancements, and implementations, working cross-functionally with Sales, Strategic Consulting, Enterprise Services, Advisor Services and Product. This role will build and scale the Enterprise Solutions function, defining service models, engagement strategies, and success metrics as the business grows.
Responsibilities:
Client Ownership & Success
- Own the ongoing success, satisfaction, and retention of clients post-sale
- Serve as a senior point of contact for strategic enterprise relationships
- Ensure clients are using the platform efficiently and in alignment with best practices
- Identify risks, adoption gaps, and opportunities to improve client outcomes
Platform Adoption, Enablement & Expansion
- Drive adoption of platform capabilities, workflows, and new features across enterprise clients
- Lead proactive outreach related to new products, enhancements, and platform updates
- Partner with Product teams to support enterprise implementations and integrations
- Identify expansion opportunities in collaboration with Sales
New Products & Implementations
- Lead enterprise-facing rollout of new products, services, and platform enhancements
- Coordinate implementation plans, timelines, and communications for enterprise clients
- Act as the voice of enterprise clients in shaping go-to-market and enablement strategies
Cross-Functional Collaboration
- Partner closely with Strategic Consulting to ensure seamless handoff post transition.
- Collaborate with Enterprise Services and Advisor Services teams to deliver consistent, high-quality support
- Work with Product, Trading, and Operations to resolve issues and drive continuous improvement
- Align enterprise client strategy with overall firm growth objectives
Function & Team Development
- Build and scale the Enterprise Solutions function, including role definition, hiring, and career paths
- Establish engagement models, success metrics, and operating rhythms
- Develop playbooks, best practices, and standardized client engagement frameworks
- Mentor and develop team members as the function grows
- Metrics, Reporting & Continuous Improvement
- Define and track key performance indicators including client satisfaction, adoption, retention, and expansion
- Use data and client feedback to identify trends and improvement opportunities
- Drive continuous refinement of enterprise client engagement strategies
Skills, Knowledge and Experience:
- 10 years of experience in enterprise client success, enterprise solutions, relationship management, or consulting within fintech, SaaS, financial services, or wealth management
- Proven experience managing enterprise client relationships post-sale
- Demonstrated success building and scaling client-facing teams or functions
- Strong understanding of platform-based business models and client adoption dynamics
- Excellent executive communication and stakeholder management skills
- Bachelor’s degree required; MBA or advanced degree a plus
- Experience in wealthtech, fintech, TAMPs, or enterprise SaaS
- Familiarity working closely with sales and go-to-market teams
- Experience supporting complex, multi-stakeholder enterprise clients
COMPANY CULTURE & PERKS – HIGHLIGHTS:
Investing in Your Growth 🌱
- Casual work environment with fun, hard-working, and open-minded coworkers
- Competitive salary with opportunity for performance-based annual bonus
- Opportunities to up-skill, explore new responsibilities, and network across departments
- Defined and undefined career pathways allowing you to grow your own way
Work/Life Balance 🗓️
- Flexible PTO and work schedule to ensure our team balances work and life
- Hybrid work schedule, with three days in the office and two days working from home
- Maternity and paternity leave
Taking Care of Your Future �
- Medical, Dental, and Vision, Disability insurance
- Free access to Spring Health, a comprehensive mental health solution
- 401(k) with company match and a broad selection of investments
- Voluntary insurance: short-term disability, long-term disability, and life insurance
- FSA and transit benefits for employees that contribute pre-tax dollars
Other Fun Stuff ⭐
- Free on-site gym, nearby parking and commuter benefits
- Weekly catered lunches in the office, plus happy hours
- Stocked kitchen with snacks and drinks
- GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022
- GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022
SALARY RANGE:
Starting at $120,000-$140,000 + Benefits
This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand.
