Client Success Manager
Enterprise Account Executive
Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
About the Role
We are looking for an Enterprise Sales Account Executive to drive new business growth across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers. Reporting to the Head of Business Development, you will own enterprise sales opportunities from prospecting through close, build relationships with senior stakeholders, and represent Addition Wealth across the market. This role is ideal for a high-performing individual contributor who thrives in complex sales cycles, is excited to spend significant time in the market, and can build momentum through conferences, events, and direct industry engagement. This is a high-impact role with the opportunity to help expand Addition Wealth’s presence across the financial services landscape.
- Drive new business growth by sourcing, developing, and closing enterprise opportunities across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers.
- Build and manage a strong pipeline by identifying high-potential prospects, qualifying opportunities, and advancing deals through complex enterprise sales cycles.
- Represent Addition Wealth in the market through a strong presence at conferences, industry events, and meetings with senior stakeholders to generate opportunities and deepen relationships.
- Develop trusted relationships with key decision-makers and navigate multi-stakeholder buying processes to drive long-term partnership value.
- Partner closely with leadership to refine messaging, identify market opportunities, and support go-to-market efforts across priority segments.
- Maintain market intelligence by tracking buyer needs, competitor activity, and industry trends to help shape outreach and sales strategy.
- Collaborate cross-functionally with marketing, product, and customer success to ensure a strong prospect experience and alignment throughout the sales process.
- 10+ years of enterprise sales experience, ideally in fintech or financial services, with a proven track record of selling complex solutions to large enterprise clients in the financial institution or benefits ecosystem
- Demonstrated success managing complex sales cycles while balancing deal progression and conversion with top-of-funnel activity to maintain consistent pipeline growth
- Strong understanding of the financial services landscape, including market dynamics, buyer needs, and competitive pressures
- Established network of industry relationships with clients and stakeholders you have successfully engaged and worked with previously
- Willingness to travel up to 50% for conferences, industry events, and client meetings
- Experience building relationships with C-level executives and senior stakeholders across large organizations
- Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence decision-makers
- Strong operational discipline, including maintaining CRM hygiene, managing pipeline reporting, and independently creating high-quality decks and presentations to support sales conversations and internal updates.
- Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
- 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.
- Work from anywhere: We're remote first with a home base in NY.
- Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
- Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
- Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
- Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
- Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.
Staff Software Engineer
Overview
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
We are looking for a Full Stack, Staff Software Engineer to help build out the product set of Addition Wealth. Our technical stack is built primarily in Typescript and hosted on AWS. Major frameworks we use include both Nestjs and Nextjs and our primary data stores are in Postgres. You do not need to know all of these technologies, but capability in similar stacks is nice to have.
You will be expected to have strong technical, problem solving and organizational skills. Candidates will be expected to demonstrate systems design, project management, and mentorship skills as well.
\n- Strong technical talent - you have deep experience building, deploying, monitoring and scaling modern serverless or container-based systems
- A bias for action - you can move quickly and prefer to launch and gather early data over absolute perfection. You know when to hack a solution vs. build robust systems for the long term
- Good product sense - you can weigh tradeoffs and suggest creative solutions to delivering the best overall product to our customers, even with resource and time constraints
- Autonomous - You enjoy choosing what you work on and are responsible for maximizing your own impact
- Architect and build systems from scratch, making the right tradeoffs for risk and long-term maintainability
- Lead, build, test, and release products with stringent correctness and scalability requirements. These products include personal finance scenario builders, tax calculators, and more
- Tackle complex integrations within the personal finance space to enable smooth customer experiences and accurate financial reporting
- You’ll shape the product strategy and tech organization: you’ll have significant input into our product development process - this includes helping to scope what we are building and how we are building it to optimize for both speed and elegant user experience
- High Impact - Ability to drive real impact and help build a company from the ground up
- Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want!
- Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale
- Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise
- We believe that working remotely and flexibly is key to individual and team success, as such we have a small but talented US-based team that is spread throughout the globe.
- Typescript
- NodeJS frameworks NestJS and NextJS
- Terraform and Cloudformation
- Postgres and Redshift
- Competitive salary
- 401(k) & Employer Match
- Work from anywhere
- Health insurance & wellness benefits
- Equity compensation
- Generous parental leave
- Unlimited vacation
- Company offsites
- Unlimited access to financial professionals
#LI-Remote
BILINGUAL - Experienced Financial Professional (US Only; Professional Designations Required)
At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit.
We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.
\n- Conduct one-on-ones with employees, and their families, at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
- Contribute to content development, programming and product for the company
- Partner with Addition Wealth’s leadership team to create frameworks for expansion
- Professional working proficiency to read, write, and speak English and Spanish
- CFP required
- CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
- Must operate own RIA
- At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
- Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
- Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
- Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
- Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
- Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA!
About Addition Wealth
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to promote financial literacy and revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
Experienced Financial Professional (US Only; Professional Designations Required)
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