VP, Enterprise Solutions – Client Success & Adoption

GeoWealth Management, LLC; Chicago, Northern (IL, KY); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive salary with annual bonus

Modern Chicago office

401(k) match

Wellness programs

Job summary

GeoWealth is seeking a Vice President, Enterprise Solutions to own the post-sale client experience, onboarding, adoption, and value realization for enterprise clients. The role focuses on client satisfaction, platform utilization, retention, and expansion.

You will lead outreach for new product launches and implementations, working with Sales, Strategic Consulting, Enterprise Services, Advisor Services and Product. Build and scale the function with defined models and metrics.

Qualifications

• 10+ years leading enterprise client success or enterprise solutions in fintech, SaaS, or wealth management.
• Proven track record building and scaling client-facing teams or functions.
• Strong executive communication and stakeholder management skills.

Responsibilities

• Own ongoing client success, satisfaction, and retention post-sale for enterprise clients.
• Lead cross-functional initiatives with Sales, Product, Enterprise Services, Advisor Services and Strategic Consulting.
• Define service models, engagement strategies, and success metrics as the business grows.

Skills

Enterprise client success

Leadership

Strategic partnerships

Education

Bachelor's degree

MBA preferred

Job description

GeoWealth is seeking a Vice President, Enterprise Solutions to own the post-sale client experience, onboarding, adoption, and value realization for enterprise clients. The role focuses on client satisfaction, platform utilization, retention, and expansion.

You will lead outreach for new product launches and implementations, working with Sales, Strategic Consulting, Enterprise Services, Advisor Services and Product. Build and scale the function with defined models and metrics.