VP, Enterprise Solutions

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 sca