The Company -- SigFig

We are SigFig. We’re here to empower everyone to achieve their life goals and ambitions. It takes extraordinary people to disrupt decades of legacy financial practices and reimagine solutions to be customer-centric, engaging, and intuitively designed.

We are committed to building impactful financial solutions that are accessible and affordable to everyone. Using a combination of design, data science, and technology, we help provide people with financial advice and guidance they need to achieve their life goals. Through partnerships with some of the world’s largest and most innovative financial institutions like Wells Fargo, UBS, and Citizens Bank, SigFig seeks to help consumers and institutions make better financial decisions.

Headquartered in San Francisco, we also have amazing talent solving interesting problems across our offices in Calgary, Tucson, Phoenix, Singapore, and New Delhi. Come thrive at SigFig!

The Team –- Partner Success 

The Partner Success team exists to help our enterprise partnerships reach outsized success. This group is comprised of teams passionate about Relationship Management, Advisor Practice Management, Branch Distribution, and Marketing. Partner Success teams spend their time and energy working closely together to unlock best practices in bringing SigFig solutions to our partners’ customers. Success is measured by our partners’ ability to acquire new digital investment advice customers and grow assets under management (AUM). Partner Success generates important findings from engaging with bankers and advisors which help shape SigFig’s overall product roadmap.

Within Partner Success, the Wealth Management team supports SigFig’s advisor-led digital advice programs across both phone and field advisor distribution channels. This team is passionate about engaging with home and regional office leadership to provide resources that develop and maintain meaningful advisor engagement activities. They ensure that impactful practice management routines and sales and services processes are used to deliver advisor-led digital advice solutions to our partners’ client base. Success is measured by the ability of our wealth management partners to drive AUM through their financial advisor networks.

The Opportunity -- Director of Wealth Management

As Director of Wealth Management, you will serve as SigFig’s subject matter expert related to financial advisor practice management. You will partner with key senior stakeholders at our Wealth Management partners, influencing the strategy and direction of their advisor business. You will anticipate the future state of the industry and help guide our partner executives in making decisions that drive sustainable results. Reporting to SigFig’s Head of Revenue, you will also provide leadership, direction, and mentorship to a team of Advisor Consultants. Partnering with regional and home office leadership, Advisor Consultants are responsible for generating repeatable and scalable best practices in driving advisor-led digital advice conversion. Given your knowledge and connections within the Wealth Management industry, you will also be called upon to support SigFig’s Enterprise Sales team in acquiring new Wealth Management partners. This is you!

How You’ll Make an Impact

• Build: develop repeatable advisor practice management routines and sales and service processes
• Collaborate: you will partner with senior executives and home and regional office leaders
• Lead: you will provide ongoing leadership and mentorship to the team of Advisor Consultants
• Execute: you will unlock advisor growth practices that generate AUM
• Influence: you will shape the thinking and strategy of advisor activation at wealth management partners

Why We Value You

• You represent SigFig as the subject matter expert on financial advisor practice management
• You have deep knowledge of the financial advisory business; both home office and FA personnel with an understanding of the manner in which technology is changing the advisor business model
• You are a validated sales leader with management experience using data to drive towards growth and an AUM forecast for a business line
• You engage effectively with senior leaders at our enterprise partners and have experience with FinTech and/or enterprise software companies
• You seek difficult problems and act quickly
• You are innovative and anticipate the future of wealth management and advisor practice management
• You want to learn and gain a deep technical understanding of the SigFig platform and contribute to its evolution
• You are passionate about new products and technologies and want to make an impact at a leading FinTech firm
• You are an effective partner across Partner Success and Enterprise Sales and work collaboratively across the SigFig organization
• You have a low ego and are not afraid to learn and seek understanding from others

Ideal SigFigian for this Role

• 15+ years of experience in the financial services industry
• 5+ years of experience working closely with financial advisory field leadership - advisors and/or partners
• Willing to accommodate travel to branch offices, conferences, and partner meetings regularly (30%)

Founded in 2007, SigFig is backed by premier venture capital firms, including Bain Capital Ventures, DCM Ventures, Nyca Partners, and Union Square Ventures as well as leading financial institutions including Wells Fargo, UBS, Santander, New York Life, Eaton Vance, and Comerica. We've raised $110 million to support our growth as the #1 online investment advisor for large financial institutions.

© Nvest. All rights reserved, SigFig is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities, and perspectives to apply.

San Francisco Applicants: SigFig will consider applicants with arrest and conviction records (criminal histories) in a manner consistent with the San Francisco Fair Chance Ordinance.