General Manager, Estate Planning for Financial Advisors ( Remote)

Website FreeWill

Get peace of mind

FreeWill, a rapidly growing social-good startup revolutionizing charitable giving, is seeking a dynamic General Manager to lead their Estately division. Estately is an innovative platform that empowers financial advisors to offer comprehensive estate planning services to their clients.

What You’ll Do:

  • Drive Growth: Spearhead go-to-market strategies and sales efforts to establish Estately as the leading estate planning solution for financial advisors.
  • Lead and Manage: Oversee a talented team, fostering a collaborative and high-performing culture.
  • Ensure Client Success: Develop and implement strategies to guarantee client satisfaction and renewals.
  • Shape the Future: Define the long-term vision for Estately, exploring new markets and product opportunities within the estate planning landscape.

What You’ll Need:

  • 3-5 years of leadership experience in a fast-paced software startup environment, with founder or C-suite experience preferred.
  • Proven track record of achieving business objectives and driving growth.
  • Exceptional communication, leadership, and interpersonal skills.
  • Ability to make data-driven decisions and execute effectively.

Benefits:

  • Competitive salary with OTE of $300,000 ($200k base, $100k variable)
  • Work from anywhere in the US (except AL, CO, or LA)
  • Unlimited PTO, flexible hours, and comprehensive health benefits
  • Generous home office budget and professional development allowance
  • Be part of a mission-driven company making a real difference in the world

Apply Now: https://job-boards.greenhouse.io/freewill/jobs/5370207004

Why This Role is Exciting:

This is a unique opportunity to lead a groundbreaking venture within a successful social impact startup. You’ll have the chance to shape the future of estate planning, drive significant growth, and make a tangible difference in the world.

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