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 tot his job

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