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General Manager, Estately (Estate Planning for Financial Advisors)

Posted 2024-11-07

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💎 Seniority level: Manager, 3-5 years

📍 Location: United States (except Alabama, Colorado, Louisiana)

💸 Salary: 200000 - 300000 USD per year

🔍 Industry: Estate Planning

🏢 Company: FreeWill

🗣️ Languages: English

⏳ Experience: 3-5 years

Requirements:
  • 3-5 years of leadership experience in a fast-moving software start-up environment, founder or C-suite experience preferred.
  • Experience managing and inspiring a cross-functional team.
  • Proven track record of achieving business objectives and driving growth.
  • Ability to listen deeply to customer needs and translate them into product vision.
  • Ability to sell a vision to senior executives.
  • Ability to make data-driven decisions rapidly.
  • Strong execution and getting tasks done.
  • High emotional intelligence and fostering team culture.
  • Excellent communication, leadership, and interpersonal skills.
  • Willingness to travel for industry events and conferences.
Responsibilities:
  • Get this business from 0.5 to 1 and achieve repeatable, scalable market success.
  • Ensure early clients experience 10x value from Estately.
  • Act as the public face of Estately at conferences and with large clients.
  • Develop a plan for customer success and manage renewals.
  • Oversee business operations, budgeting and resource allocation.
  • Manage the team within the business unit.
  • Define long-term vision and explore new markets and offerings.
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