About Earned WealthEarned 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 We are looking for our first Director of Growth Strategy, who will partner closely with our growth, operations, finance, people, and corporate development teams alongside key employees at newly acquired businesses. This person will play a critical role in developing a sales playbook (including aligning operations, systems, data, and selling technology/tools) and codify the steps needed to support cross-servicing of clients as newly acquired firms join the Earned platform. This is a critical role that will determine and implement the process, goals, and KPIs associated with cross-servicing clients. Over time, this role may support evaluation of new and incremental service lines for Earned's doctor clients, including the best ways to integrate them with existing cross-servicing approaches.
Given the criticality of the role, there will be substantial interaction with the Earned Wealth Leadership team and CEO.
Key Responsibilities: This leader will design, deploy, test, and learn a world-class motion around attaching wealth management to monoline accounting/tax clients of acquired firms, where Earned will be world-class.
Define the steps, activities, owners, and timelines (turning these elements into a playbook) associated with activating cross-servicing at newly acquired firms.
Implement this playbook at newly acquired tax/accounting firms, working closely with teams at newly acquired firms, including facilitating connectivity to key Earned Client Development and Marketing teams and resources.
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.
Along with the CGO and Head of Business Operations and Finance, set clear cross-servicing goals by segment by month and help build strategies and models to meet the company's growth objectives, optimize performance, and provide regular reports on progress.
Implement and ensure sales strategies by segment are integrated into supporting technology to ensure data-driven decision-making.
Support design and deployment of reports on cross-servicing.
Proactively surface opportunities for improvement in the sales process and collaborate with the CGO to drive enablement, ensuring process quality.
Utilize analytics to monitor performance and identify opportunities to continuously improve the cross-service playbook.
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.
Over time, partner closely with the Integrations team to ensure the cross-service playbook is integral to the earliest phases of integration and coordinated with other key integrations activities to merge financial reporting, HR, and Compliance functions.
Contribute to the Board and other external stakeholders reporting on the progress of our efforts to systematize and activate cross-servicing.
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 were 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.
Willingness to travel up to twice per month.
Key Attributes: 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 - with our Corporate Development and Growth organizations to build a cohesive process that is communicated clearly and early on in sales processes
BenefitsAn attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k + 4% match