VP, Enterprise Solutions

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 & SuccessOwn the ongoing success, satisfaction, and retention of clients post-saleServe as a senior point of contact for strategic enterprise relationshipsEnsure clients are using the platform efficiently and in alignment with best practicesIdentify risks, adoption gaps, and opportunities to improve client outcomesPlatform Adoption, Enablement & ExpansionDrive adoption of platform capabilities, workflows, and new features across enterprise clientsLead proactive outreach related to new products, enhancements, and platform updatesPartner with Product teams to support enterprise implementations and integrationsIdentify expansion opportunities in collaboration with SalesNew Products & ImplementationsLead enterprise-facing rollout of new products, services, and platform enhancementsCoordinate implementation plans, timelines, and communications for enterprise clientsAct as the voice of enterprise clients in shaping go-to-market and enablement strategiesCross-Functional CollaborationPartner closely with Strategic Consulting to ensure seamless handoff post transition.Collaborate with Enterprise Services and Advisor Services teams to deliver consistent, high-quality supportWork with Product, Trading, and Operations to resolve issues and drive continuous improvementAlign enterprise client strategy with overall firm growth objectivesFunction & Team DevelopmentBuild and scale the Enterprise Solutions function, including role definition, hiring, and career pathsEstablish engagement models, success metrics, and operating rhythmsDevelop playbooks, best practices, and standardized client engagement frameworksMentor and develop team members as the function growsMetrics, Reporting & Continuous ImprovementDefine and track key performance indicators including client satisfaction, adoption, retention, and expansionUse data and client feedback to identify trends and improvement opportunitiesDrive continuous refinement of enterprise client engagement strategiesSkills, Knowledge and Experience:10 years of experience in enterprise client success, enterprise solutions, relationship management, or consulting within fintech, SaaS, financial services, or wealth managementProven experience managing enterprise client relationships post-saleDemonstrated success building and scaling client-facing teams or functionsStrong understanding of platform-based business models and client adoption dynamicsExcellent executive communication and stakeholder management skillsBachelor’s degree required; MBA or advanced degree a plusExperience in wealthtech, fintech, TAMPs, or enterprise SaaSFamiliarity working closely with sales and go-to-market teamsExperience supporting complex, multi-stakeholder enterprise clientsCOMPANY CULTURE & PERKS – HIGHLIGHTS:Investing in Your Growth 🌱Casual work environment with fun, hard-working, and open-minded coworkersCompetitive salary with opportunity for performance-based annual bonusOpportunities to up-skill, explore new responsibilities, and network across departmentsDefined and undefined career pathways allowing you to grow your own wayWork/Life Balance 🗓️Flexible PTO and work schedule to ensure our team balances work and lifeHybrid work schedule, with three days in the office and two days working from homeMaternity and paternity leaveTaking Care of Your Future ♥️Medical, Dental, and Vision, Disability insuranceFree access to Spring Health, a comprehensive mental health solution401(k) with company match and a broad selection of investmentsVoluntary insurance: short-term disability, long-term disability, and life insuranceFSA and transit benefits for employees that contribute pre-tax dollarsOther Fun Stuff ⭐Free on-site gym, nearby parking and commuter benefitsWeekly catered lunches in the office, plus happy hoursStocked kitchen with snacks and drinksGeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022SALARY RANGE:Starting at $120,000-$140,000 + BenefitsThis 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.