VP, Enterprise Solutions – Client Success & Adoption

GeoWealth, LLC; Chicago (IL); 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's Home Office is located at 444 N. Michigan Ave., Suite 3150, Chicago, IL 60611. This position may also be located at our satellite office in Oak Brook, IL.

SCHEDULE:

Employees are expected to maintain a hybrid in-office schedule.

SALARY RANGE:

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.

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.

ABOUT THE ROLE

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
• 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

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

COMPANY CULTURE & PERKS – HIGHLIGHTS:

• 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
• 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 ⭐

• Modern office space on Chicago’s Magnificent Mile with free on-site gym and nearby parking
• Weekly catered lunches in the Chicago office, plus monthly happy hours
• Stocked kitchen in Chicago 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

Ready to apply?

About Team GeoWealth

Meet Our Team

We are a growing, dynamic team seeking to make an impact on the future of the financial services industry. Headquartered in Chicago, GeoWealth represents 100+ passionate, advisor-focused fintech professionals.