General Manager, Estately (Estate Planning for Financial Advisors)

Full-time • Excellent Benefits • Work from Anywhere in the US (except AL, CO, or LA)

Employment Type: Full-time

About Us & the Opportunity: Estately, Estate Planning for Financial Advisors is a venture launched by FreeWill, the largest provider of estate plans in the US. Financial Advisors are increasingly looking for ways to add estate planning as a service as part of holistic wealth management. This venture’s goal is to deliver exceptional estate planning services to their clients and prospects. We believe that through driving delightful estate planning experiences and making it easy to leave money to charity, this business unit could be the fastest driver of new gifts to charity in the world.

We are seeking an enthusiastic and driven General Manager to lead our early-stage business operations and go to market efforts. We have already seen traction with this product in the market, with over 60 clients joining during the beta, and we are seeing major adoption tailwinds in a greenfield market. We are looking for a self-starter who can take us from 0.5 to 1, and get ready for scale.

Role Overview: As a General Manager of Estate Planning for Financial Advisors, you will play a pivotal role in shaping our company's future. You will be responsible for driving sales growth, managing day-to-day business operations, and becoming the top player in the estate planning market for financial advisors. This is a unique opportunity to make a significant impact, set strategic direction, and lead a passionate team. The role will report directly to FreeWill’s Co-Founder and CEO, Jenny Xia Spradling.

FreeWill has set compensation and a non-negotiation policy for fairness reasons (we don't think that an individual's pay should be determined by how comfortable they are negotiating). As a result, we like to be transparent and up front about the compensation. When we make an offer, we provide multiple options so that employees can choose between compensation packages that prioritize salary or stock options. The OTE salary for this role is $300,000 ($200k base, $100k variable).

Key Responsibilities:

• Get this business from 0.5 to 1:

  • Get to GTM-fit: meaning repeatable, scalable way to win the financial advisor market with solid unit economics.
  • Get to product-market fit: Ensure early clients are successfully implementing and getting 10x value from Estately.

• Enterprise Sales

  • Be the public face of Estately at conferences, with the press, and with large potential clients, including Fortune 500 companies such as banks and insurers

• Customer Success

  • Develop and implement a plan around customer success and renewal management

• Business Operations and Management:

  • Oversee all aspects of the business, including budgeting, financial planning, and resource allocation.
  • Manage everyone who works on this business unit (currently ~10 people, and potentially more), including helping the team prioritize and focus

• Strategic Planning:

  • Define the long-term vision and business objectives for Estate Planning for Financial Advisors.
  • Identify and explore new markets and product offerings, including estate planning for lawyers, or tax planning for financial advisors.

Qualifications:

• 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

In addition to the immense personal and professional satisfaction you’ll gain from helping to raise $1T for high impact nonprofits in a kind and joyful work environment, full time employees at FreeWill are eligible for the following 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

Perks

• 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

FreeWill is an equal opportunity employer and we value diversity. We are committed to finding talent that is not determined on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other characteristic protected by law.

We are a remote-first company that’s able to hire in 47 states and D.C. Unfortunately, we are unable to hire in Colorado, Alabama, or Louisiana at this time. We also can’t sponsor working visas, so all applicants will need to have work authorization in the US.

Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every single qualification. FreeWill is dedicated to building an inclusive, diverse, equitable, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings.

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