About Earned Wealth

Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices. With a wide range of individual and practice solutions, we strive to be the only financial partner doctors need. By integrating our personal and practice solutions into an overall strategy, we can fully optimize our clients’ wealth potential and help them achieve better financial outcomes.

Our financial solutions are backed by fiduciary experts and modern, tax-smart technology – including our iOS app, which provides clients with a clear view of their financial trajectory and the value Earned is adding to their portfolio.

We have secured $200M to fund an aggressive acquisition strategy that will accelerate this vision. We are backed by leading growth equity and venture capital investors including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital.

Job Summary 

The key function of this role centers upon enabling wealth management to be cross-served to existing clients of firms that we acquire and integrate into Earned Wealth, most often accounting and tax firms.  Cross-serving benefits the client through the integration of tax preparation and planning into investing, and other wealth management domains like estate planning.  Likewise, it is through cross-serving wealth management that Earned adds significant value to these acquired firms, enabling achievement of our business goals.  

Thus, this role is thus incredibly important.  

This person will oversee the full set of cross-functional activities necessary to enable a newly acquired firm to be “up and running” on cross-serving wealth management.  Once well-grooved, sales and marketing activities become simply a part of our normal motions.  This person will be front and center in enabling the coaching/training of new teammates, analyzing the current state, and refining and deploying our unique cross-serve playbook. 

In parallel, given the experience they will gather, this person will lead the refining of the playbook and enabling processes and technology so that we become world-class at cross-serving.  

The role is both executional and strategic. 

We are looking for our first Director of Growth Activation, who will report to the Chief Growth Officer and partner closely with our M&A, operations, finance, and HR teams alongside key employees at newly acquired businesses.  Given the criticality of the role, there will be substantial interaction with the Earned Wealth Leadership team and CEO. 

Key Responsibilities: 

• Work closely with Growth and M&A to translate investment thesis into specific cross-serve goals at newly acquired firms.  

• Enable the coaching and training of newly acquired teammates, building their confidence in our superior offering and best-in-class growth capability. They will also be trained on Earned’s sales and marketing processes and technology.  

• Refine, deploy, test, and learn a world-class “playbook” attaching wealth management to monoline accounting/tax clients of acquired firms.  This person will oversee all the activities associated activating cross-servicing at newly acquired firms to meet set cross-serve targets.

  • Orchestrate and collaborate strategically with cross-functional teams, including Marketing, Client Development, and Relationship Managers on positioning, enablement, and execution of playbooks steps, ensuring alignment with objectives.  

  • Implement and ensure sales strategies by segment are integrated into supporting technology to ensure data-driven decision-making. 

• Lead business requirements development for enabling processes and technology in collaboration with CGO and CPO. 

• Proactively surface opportunities for improvement in the sales process and collaborate with the CGO to drive enablement, ensuring process quality. 

• Design and apply scalable approach to analytics to inform the series of steps we will take to engage clients in a broader set of Earned offerings - tailored to specific target situations as informed by the Corporate Development team.  Deploy the right reporting and monitor performance, identifying improvement opportunities.  

• Closely collaborate with other integration efforts, including HR, finance, CRM and critical people-related integration efforts.  

• Deliver critical metrics that drive overall value creation for Earned as a result of successful cross-servicing execution. 

Key Requirements: 

• Bachelor’s degree in business, economics, or a related field, MBA optional

• 7+ years of experience in financial services or healthcare, preferably in multi-service or product-line organizations where cross-serving customers was highly relevant

• Multiple years of experience in growth strategy and with a focus on supporting revenue teams through operationalization and implementation of systems/processes

• Demonstrated track record of leading successful strategic initiatives with growth and go-to-market teams; strong experience in implementing for superior results

• Highly proficient in data and analysis to drive decisioning and process design 

• Ideal candidates have experience in Salesforce, Hubspot, Looker or other visualization tools, and Excel/Google Sheets

• Project management experience, including use of enabling software

• Strong leadership capability enabling productive collaboration with internal and external teams

• Top-tier management consulting/banking experience preferred

• Willingness to travel up to twice per month, more frequently post acquisition as needed to build relationships and deliver results

Key Attributes: 

• Thoughtful change agent, with a cross-functional/systemic orientation

• Combination of big picture thinking with an ability to roll up the sleeves - does not lose sight of the overall strategy and objectives while constructing and implementing repeatable workflows to drive results

• Comfortable optimizing for outcomes in a complex hybrid service and tech environment - able to work effectively in a multi-channel delivery model (human business development and advisors paired with tech and systems)

• Strong communicator - able to communicate at the vision level given transformative opportunity for firms partnering with Earned, and also at an executional level against the plans that make it such that principals in these firms can achieve their goals

• Data-driven - able to study patterns and draw on these insights to refine a playbook that is constantly improving and being tailored to specific situations

• Trusted to navigate sensitive situations 

• High EQ - able to empathize with teams from acquired companies who are undergoing a big transition 

• Highly collaborative to build a cohesive process that is communicated clearly and early on in sales processes

Benefits

• An attractive total compensation package

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

• 401k + 5% match