General Manager - Estate Planning for Financial Advisors

November 5

🇺🇸 United States – Remote

💵 $200k - $300k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

Apply Now
Logo of FreeWill

FreeWill

Planned Giving • Development • Marketing • Technology • Estate Planning

51 - 200 employees

Founded 2016

💳 Fintech

🤲 Charity

👥 B2C

💰 $30M Series B on 2022-03

Description

• FreeWill is an award-winning, social-good startup • Partnered with 1,500+ nonprofits, raising more than $10B in bequests • Seeking a General Manager to lead early-stage business operations and go to market efforts • Responsible for driving sales growth, managing daily operations, and strategic direction

Requirements

• 3-5 years of leadership experience in a fast-moving software start-up environment, founder or C-suite experience preferred • Experience managing, developing, and inspiring a cross-functional team • Proven track record of achieving business objectives and driving growth • Ability to deeply listen to understand customer needs and translate to a product vision • Ability to sell a vision to senior level executives at large companies • Ability to make fast-paced, high-stakes data-driven decisions • Ability to execute and get stuff done • High EQ and the ability to create an excellent team culture • Excellent communication, leadership, and interpersonal skills • Ability to travel for industry events and conferences

Benefits

• Work from home • Unlimited PTO • Flexible hours • Competitive salary • Commuter benefits • Company stock options • 401k • Medical/Dental/Vision (some single coverage medical plans are 100% employer paid, subsidized rates for spousal, parent-child, and family coverage) • Short-term and long-term disability insurance • Life and AD&D insurance • Free One Medical membership • Paid parental leave for all parents • Regular (virtual) team events • $250 monthly co-working budget which can be used for local co-working spaces • $300 annual budget to outfit your home office or cover utility bills • $1,000 referral bonuses for growing our FreeWill community • $1,000 annual professional development budget

Apply Now

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