Senior Strategy Associate

About Earned Wealth

Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond. Our offering is differentiated, superior and creates deep connections with our clients.

What further sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Job Summary

The Senior Strategy Associate plays a critical role in shaping the company’s most key initiatives, firm-wide and Board communications, and executive-level planning. This highly visible role offers direct exposure to senior leaders and the Board, creating the opportunity for future growth and leadership within the company.

Key Responsibilities

Content & Communications Leadership

• Co-own the creation and quality of Board materials, partnering closely with the Leadership Team.

• Lead the planning, materials, and delivery of quarterly All-Company Town Halls.

• Support the topics covered in all company communications in close partnership with HR.

• Own the preparation, agenda-setting, and goal alignment for quarterly Leadership Team offsites.

• Drive weekly Leadership Team meetings: develop the agenda and ensure productive, focused discussions.

Strategic & Planning Initiatives

• Partner with the Leadership Team on long-term growth planning and special strategic projects.

• Co-lead the annual strategic planning process in close collaboration with Finance and department leads.

This is a highly visible role that is uniquely positioned to move into a role as a leader.

Key Qualifications

• Bachelor’s in Business, Operations, Economics, or a related field

• At least 3 years of experience in a management consulting, corporate strategy, or investing role

• Demonstrated ability to synthesize complex, incomplete information into clear, compelling narratives

• Self-starter with a proven ability to thrive in ambiguity

• Excellent written and verbal communication skills, with experience developing executive-level content

• Highly organized and capable of managing multiple priorities in a fast-paced environment

• Extremely comfortable with Excel and PowerPoint

• Strong interpersonal skills and a collaborative mindset

Preferred:

• Experience supporting executive leadership in a high-growth company

• Exposure to investor relations or board communications

Benefits

• An attractive total compensation package

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match