• Serve as the strategic advisor and trusted partner for Humanity Labs' enterprise wealth management clients • Drive successful adoption and expansion of Digital Workforce managed service • Oversee a portfolio of high-value Wealth Management firm relationships ($5B+ AUM) • Ensure clients achieve desired outcomes and ROI while identifying opportunities to expand delegation of work • Own end-to-end relationships for Wealth Management firms managing $5B-$500B+ in assets • Serve as primary engagement contact and strategic advisor on digital workforce initiatives • Develop account growth strategies that align expansion with client business objectives • Conduct quarterly business reviews showcasing ROI, operational impact, and growth opportunities • Identify and champion client needs internally to inform product roadmap and service enhancements • Drive successful onboarding and adoption of digital workforce solutions across multiple operational functions • Partner with clients to identify high-impact opportunities in client onboarding, tax compliance, wealth planning, and operations • Ensure clients achieve committed ROI targets and operational capacity improvements • Monitor utilization metrics and proactively address adoption barriers or service issues • Coordinate cross-functional teams (Solutions Analysts, Operations & support engineering) to exceed client expectations • Identify and close expansion opportunities • Develop compelling business cases for expansion supported by realized ROI data • Navigate complex buying processes involving C-suite executives, operations leaders, and compliance teams • Generate referenceable clients and case studies that support new business development • Maintain deep understanding of Wealth Management operational challenges, regulatory requirements, and technology ecosystems • Advise clients on best practices for change management, workflow optimization, and team enablement • Stay current on wealth management industry trends, competitive landscape, and emerging technologies • Represent client voice in internal strategy discussions and priorities • Build trusted advisor relationships with client executives through thought leadership and strategic guidance.