Trust & Will

Compensation

Full Description

About You: This is a great opportunity for a detail-oriented, relationship-driven professional with a passion for helping partners succeed in using our platform. You’re a natural relationship-builder who thrives on making others successful. You bring a structured approach to onboarding and adoption, but also know when to flex and personalize. You’re energized by supporting advisors, solving problems, and collaborating cross-functionally to improve the experience. You love digging into data to find ways to drive growth and engagement. About the Role: Serve as the primary point of contact for a portfolio of advisor partners, building long-term relationships and driving engagement. Own onboarding for new advisors and firms: ensure a smooth setup, provide platform training, and communicate best practices. This will include travel for our top advisory partners Proactively manage the full advisor lifecycle — activation, engagement, and retention — with a focus on making advisors successful with our tools. Collaborate with Partnerships, Product, and Marketing to optimize materials, resources, and campaigns that help advisors grow their usage. Track key performance metrics and account health, and identify opportunities for upsell, referral, or deeper integration. Help troubleshoot questions or requests from advisors, and advocate for product enhancements when needed. Maintain accurate records in CRM (HubSpot) and internal systems. Work with operations to identify scalable ways to support and engage our growing advisor base. Qualifications 2–4 years of experience in customer success, account management, or partnerships. Excellent communication and relationship-building skills, especially in a client-facing environment. Experience supporting or working with financial advisors, wealth managers, or B2B2C platforms is a plus. Organized and self-motivated with a track record of managing multiple priorities at once. Comfortable using CRM tools (HubSpot a bonus), spreadsheets, and support platforms. Passionate about making estate planning more accessible and building something that matters. This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT) Bonus Points for: Experience working in a tech company and/or high-growth startup Experience in fintech or estate planning SaaS. Familiarity with advisor tools or platforms like Redtail, Wealthbox, or Riskalyze. Experience joining a team during a growth or scale-up phase. A passion for helping families plan their legacy. Employee Benefits & Perks: Compensation: Salary + Equity Our OTE range for this position is $75k - $95k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. PTO Flexible time off that you are encouraged to use Generous paid company holidays and breaks throughout the year Monthly friends & family day Paid time off to volunteer in your community Health and Wellness Benefits Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k with an employer match) Guest speakers & reimbursement for learning opportunities Extra Flexible work schedule + hours Family-friendly work environment. We support the complexity of a remote world with the needs of families Optional company-sponsored events and travel throughout the year $500 Work from home stipend + Apple accessories About Trust & Will: We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers. Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.