GeoWealth

Compensation

Full Description

COMPANY 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. OPPORTUNITY: We are seeking a highly organized, client-focused Enterprise Consultant to lead and support the successful onboarding of RIA firms to the GeoWealth platform. This individual acts as the key liaison for GeoWealth’s RIA clients by managing timelines, coordinating tasks, and providing ongoing communication and problem-solving throughout the onboarding process. This role will require a deep understanding of the GeoWealth platform and product offering and will have a large reach within a variety of internal teams and external business partners. The Enterprise Consultant is responsible for ensuring an organized and confident start of the RIA clients’ adoption of the GeoWealth platform. Our ideal candidate will be a self-starter and a team player that is passionate about working with clients to solve their business needs. The Consulting team at GeoWealth is a collaborative environment, and we are looking for someone that will bring their positive energy to embrace challenges, strategize and evolve with the needs of our business. RESPONSIBILITIES: • Facilitate the implementation of new clients to ensure a smooth adoption of the GeoWealth platform by developing a thorough understanding of a client’s business needs and setting expectations based on the scope of the transition, including creating and maintaining a detailed roadmap with clear deliverables and timelines for the client • Build strong relationships with prospective and existing clients, engaging in regular communication to identify evolving needs and propose suitable solution throughout the transition process • Possess knowledge to answer a variety of platform, product, compliance, investment, and custodial questions, and the ability to discern when to bring in additional resources to address client inquiries • Liaise with internal teams (e.g, billing, investment operations, compliance) during onboarding and provide effective communication to ensure tasks are completed thoroughly and in a timely manner according to the transition roadmap • Quality assurance and data accuracy for transition projects such as model mapping, fee schedule implementation, and historical performance imports • Lead platform training for clients during implementation and on an ad hoc basis post-transition to provide ongoing education by highlighting platform enhancements and new functionality • Collaborate with external partners and vendors including custodians on transition logistics as well as • strategic initiatives • Support the Business Development team on demos with prospects as the technical platform expert and onboarding specialist, leading the demo as needed; and provide billing set up support in contract discussions and negotiations • Provide support for new business for existing RIA clients post-transition • Collect user feedback and coordinate with the GeoWealth Product team on platform enhancement requests to ensure clients are represented in product roadmap discussions SKILLS, KNOWLEDGE, AND EXPERIENCE: • 10+ years of experience in RIA transitions, FinTech onboarding, or client service within the wealth management industry • Familiarity with TAMPs, custodial platforms (Schwab, Fidelity, etc.), and portfolio accounting systems • Exceptional project management and organizational skills; ability to manage multiple transitions simultaneously • Ability to build and maintain strong client and business relationships with proven track record of success • ability to analyze and solve problems quickly • Excellent interpersonal, written and verbal communications skills • Operates with a high level of professionalism and accountability • Comfortable working in a fast-paced, evolving growth environment • Proficient with CRM tools; Microsoft Office including Word, Excel, and Outlook; • Bachelor’s Degree (Business or Communication preferred) COMPANY CULTURE & PERKS – HIGHLIGHTS: Investing in Your Growth 🌱 • Casual work environment with fun, hard-working, and open-minded coworkers • Competitive salary with opportunity for performance-based annual bonus • Opportunities to up-skill, explore new responsibilities, and network across departments • Defined and undefined career pathways allowing you to grow your own way Work/Life Balance 🗓️ • Flexible PTO and work schedule to ensure our team balances work and life • Hybrid work schedule, with three days in the office and two days working from home • Maternity and paternity leave Taking Care of Your Future ♥️ • Medical, Dental, and Vision, Disability insurance • Free access to Spring Health, a comprehensive mental health solution • 401(k) with company match and a broad selection of investments • Voluntary insurance: short-term disability, long-term disability, and life insurance • FSA and transit benefits for employees that contribute pre-tax dollars Other Fun Stuff ⭐ • Modern office space on Chicago’s Magnificent Mile with free on-site gym and nearby parking • Weekly catered lunches in the Chicago office, plus monthly happy hours • Stocked kitchen in Chicago with snacks and drinks • GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022 • GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022