Director, Strategic Accounts at Additionwealth

At Addition Wealth, we are redefining 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 deliver robust digital tools, a comprehensive knowledge center, and direct access to top financial professionals. Our platform reduces stress, improves productivity, and transforms how people think about and manage their money. Backed by top fintech investors including Barclays, Anthemis, and Nyca, we have been recognized as one of Business Insider’s 54 Promising Fintech Companies to Watch, received UBS’ Female Founder Award 2023, and were selected as a World Economic Forum Top Innovator. Our work has been featured in Bloomberg, TechCrunch, Insider, and Forbes. We are building something extraordinary and are just getting started.

We are seeking a Director of Strategic Accounts to lead and scale relationships with our most critical enterprise partners. With a dedicated operations team managing day-to-day execution, this role centers on strategic oversight, account health, and long-term partnership growth. You will serve as the primary strategic lead and trusted advisor, using performance data to demonstrate value and identify opportunities to expand our footprint within client organizations.

Key outcomes

• Define and track key performance indicators for assigned accounts, using data to identify trends, optimize program adoption, and deliver high-impact ROI reports to clients.
• Drive account retention while identifying and executing expansion opportunities in partnership with sales and leadership teams.
• Oversee delivery of the Addition Wealth product roadmap for clients, ensuring alignment between the operations team, product team, and client strategic priorities.
• Act as the voice of the client within the product organization by synthesizing feedback into clear, actionable requirements that influence roadmap decisions.
• Partner with the operations team to refine the Addition Playbook, ensuring enterprise account management practices remain scalable and best-in-class.
• Travel to events and meet with clients onsite up to 25 percent of the time.

Requirements

• Seven or more years of professional experience that includes a combination of investment banking, private equity, or consulting, along with startup experience, preferably in fintech or SaaS.
• Proven ability to build trust at the C-suite level and navigate complex enterprise organizational structures.
• Strong data fluency with the ability to translate performance metrics into compelling narratives that prove value and anticipate future client needs.
• Skill in identifying expansion opportunities and converting satisfied clients into long-term, high-growth partners.
• Capability to translate complex product capabilities into clear business outcomes and lead both quarterly business reviews and internal strategy sessions.
• Fluency in English.

Compensation

We offer a competitive salary along with the following benefits: 401(k) plan with employer match, equity compensation, flexible remote work location, medical insurance, dental insurance, vision insurance, maternity and paternity leave, unlimited vacation, and company retreats.

How to apply

We invite qualified candidates to submit their application. We look forward to learning how your experience and perspective can contribute to our mission of improving financial health for millions of people.