Job Description

GeoWealth is a Chicago-based fintech firm that offers a leading digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.

We are currently searching for a Strategic Consultant to join our rapidly growing team and support our RIA clients. This role is part of the client-facing team at GeoWealth that builds and maintains relationships with clients and serves as the backbone for our success. The Strategic Consultant will facilitate the onboarding of new clients to the GeoWealth platform and provide ongoing relationship management support to clients. The role will require a deep understanding of the GeoWealth platform and product offering and has a large reach within a variety of internal teams and external business partners.

Our ideal candidate will be a self-starter and a team player that is passionate about working with clients to solve their business needs. The Strategic Consulting team is a collaborative environment, and we are looking for someone that will bring their positive energy to embrace challenges, strategize and evolve with the needs of our business.

Responsibilities

• Facilitate the implementation of new clients to ensure a smooth adoption of the GeoWealth platform by developing a thorough understanding of a client’s business needs and setting expectations based on the scope of the transition, including creating and maintaining a detailed roadmap with clear deliverables and timelines for the client
• Build strong relationships with prospective and existing clients, engaging in regular communication to identify evolving needs and propose suitable solutions
• Possess knowledge to answer a variety of platform, product, compliance, investment, and custodial questions, and the ability to discern when to bring in additional resources to address client inquiries
• Liaise with internal teams during onboarding and provide effective communication to ensure tasks are completed thoroughly and in a timely manner according to the transition roadmap
• Lead platform training for clients during implementation and on an ad hoc basis post-transition to provide ongoing education by highlighting platform enhancements and new functionality
• Pursue opportunities with existing clients to grow their assets and help strategize initiatives with clients to drive further adoption of services
• Act as an escalation point for clients and the GeoWealth Client Service team on urgent matters, working quickly to address and resolve any issues
• Provide support to the Business Development team on demos with prospects as the technical platform expert and onboarding specialist, leading the demo as needed; and provide billing set up support in contract discussions and negotiations
• Collaborate with external partners and vendors including custodians on transition logistics as well as strategic initiatives
• Collect and review user feedback and coordinate with the GeoWealth Product team on platform enhancement requests to ensure clients are represented in product roadmap discussions

Skills, Knowledge, & Experience

• 7+ years of experience in a client facing role in the financial services industry; experience at, or interacting with SaaS companies is strongly preferred
• Ability to build and maintain strong client and business relationships with proven track record of success
• Capacity to independently organize several moving parts to multiple client relationships simultaneously
• Intuitive to client needs – a strategic thinker with the ability to analyze and solve problems quickly
• Excellent written and verbal communications skills and comfort leading trainings and presenting ideas
• General understanding of financial/investment concepts and the ‘TAMP’ space
• Operates with a high level of professionalism and accountability
• Proficient with Microsoft Office including Word, Excel, and Outlook
• Bachelor’s Degree (Business or Communication preferred)

Company Culture & Perks

Investing in Your Growth 🌱

• Casual work environment with fun, hard-working, and open-minded coworkers
• Competitive salary with opportunity for performance-based annual bonus
• Opportunities to up-skill, explore new responsibilities, and network across departments
• Defined and undefined career pathways allowing you to grow your own way

Work/Life Balance 🗓️

• Flexible PTO and work schedule to ensure our team balances work and life
• Hybrid work schedule, with three days in the office and two days working from home
• Maternity and paternity leave

Taking Care of Your Future ♥️

• Medical, Dental, and Vision, Disability insurance
• Free access to Spring Health, a comprehensive mental health solution
• 401(k) with company match and a broad selection of investments
• Voluntary insurance: short-term disability, long-term disability, and life insurance
• FSA and transit benefits for employees that contribute pre-tax dollars

Other Fun Stuff ⭐

• Modern office space on Chicago’s Magnificent Mile with free on-site gym and nearby parking
• Weekly catered lunches in the Chicago office, plus monthly happy hours
• Stocked kitchen in Chicago with snacks and drinks
• GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022
• GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022

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