Addition Wealth

• Onboarding and Account Management / Customer Success: Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users. • Customer Support: You’ll lead our customer support function. This means you’ll be at the heart of it all - hearing valuable feedback from customers and end users. • Build operational tests and processes for the first time. We are still early - this means you will be iterating on existing processes and building new ones

• Onboarding and Account Management / Customer Success: Managing customer relationships, you’ll be the point of contact for many of our employer partners and users. • Customer Support: You’ll lead our customer support function. This means you’ll be at the heart of it all - hearing valuable feedback from customers and end users. • Build operational tests and processes for the first time. We are still early - this means you will be iterating on existing processes and building new ones • Travel 50% or more as needed to meet with clients and attend events.

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients. • Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product. • Use data and insights to spot trends, identify opportunities, and support account growth strategies. • Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives. • Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management. • **Travel up to 70% for client visits and events. **

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role Addition Wealth is looking for a Director of Strategic Accounts to lead and scale relationships within our most critical enterprise partnerships. With a dedicated operations team handling day-to-day execution, this role is designed for a strategic leader who focuses on account health, program performance, and long-term partnership expansion. As the primary strategic lead, you will move beyond implementation to become a trusted advisor to our clients. You will be responsible for analyzing performance metrics to prove ROI, overseeing the health of the client relationship, and identifying opportunities to deepen our footprint within the client organization. We're looking for the following: - You have a proven track record of building C-suite level trust and navigating complex enterprise hierarchies. - You are obsessed with data. You don’t just report on what happened; you use data to tell a story, prove value, and predict future needs. - You naturally spot opportunities for expansion and can turn a satisfied client into a long-term, high-growth partner. - You can translate complex product capabilities into clear business value. You are as comfortable leading a QBR as you are white boarding with internal stakeholders. - 7+ years of experience including a mix of investment banking, private equity, or consulting and startup experience, preferably in fintech or Saas. What you'll work on: - Define and track key performance indicators (KPIs) for your account(s). Use data to identify trends, optimize program adoption, and present high-impact ROI reports to clients. - Drive account retention and identify expansion opportunities. Partner with sales and leadership to execute strategies that align with client goals. - Oversee the delivery of the Addition Wealth roadmap for your clients, ensuring that the dedicated Ops team and Product team are aligned with the client’s strategic priorities. - Act as the "voice of the client" for the product team. Influence the roadmap by synthesizing client feedback into strategic requirements. - Partner with the Ops team to refine the "Addition Playbook," ensuring our approach to enterprise management is scalable, professional, and best-in-class. - Travel to events and meet with clients onsite up to 80%. What you'll get: - Strategic Exposure to Key Enterprise Accounts - Gain front-line experience with our most critical enterprise clients. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success. - Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience. - Flexibility - We believe in flexibility as long as you can deliver on strong outcomes for our clients. - Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale - Mission Driven - You’ll see the product of your work – directly improving the financial health of millions of people in the US through access to high quality financial expertise We also offer great benefits & perks including: - Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees - 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. - Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. - Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. - Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. - Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. - Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! - Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role Addition Wealth is looking for a Client Success Manager to help us grow and scale our business. If you enjoy streamlining and improving on operational processes, managing client relationships, working with end users to understand needs and pain points, and driving exceptional business results, we’d love to hear from you. You will succeed if you are customer-focused, scrappy, strategic, data-driven, highly organized, detail-oriented, and willing to dive into challenges of all shapes and sizes. We’re looking for the following: - A strong executor, with 2+ years of experience who enjoys getting into the weeds, can work independently, build from scratch and get things done - A generalist who is smart, flexible, and a fast learner - Comfortable working in a fast-paced environment that will require you to manage competing priorities and deadlines, pivot quickly, and build new processes as the company scales - An analytical and structured thinker with strong written and verbal communication skills - A clear communicator who is not afraid to speak their mind with strong interpersonal skills - Willingness to travel 3-4 times per month What you’ll work on: - Onboarding and Account Management / Customer Success: Managing customer relationships, you’ll be the point of contact for many of our employer partners and users. - Customer Support: You’ll lead our customer support function. This means you’ll be at the heart of it all - hearing valuable feedback from customers and end users. - Build operational tests and processes for the first time. We are still early - this means you will be iterating on existing processes and building new ones - Travel 50% or more as needed to meet with clients and attend events. What you’ll get: - Opportunity to partner directly with the Founding Team of an early stage company - High Impact - Ability to drive real impact and have ownership over your work - Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, ability to work EST or CST hours preferred. - Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale - Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise We also offer great benefits & perks including: - Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees - 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. WFH or cowork with nearby teammates - it’s up to you. - Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. - Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. - Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. - Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. - Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! - Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.

Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role Addition Wealth is looking for an Enterprise Client Success Manager to nurture and grow relationships within our most important enterprise accounts. You’ll be a partner to our clients — supporting adoption across end users, ensuring a smooth, high-impact experience throughout the client journey, and building trust with stakeholders to drive long-term growth. If you thrive on relationship management, love improving operational processes, and enjoy solving complex client needs with a strategic and hands-on approach, we’d love to hear from you. You’ll succeed in this role if you’re client-obsessed, detail-oriented, data-savvy, and excited to help shape how we scale our Enterprise business. We're looking for the following: - A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done. - You take the time to understand each client’s unique goals and long-term objectives, and adapt your approach to help them succeed — leading to stronger relationships and measurable outcomes. - You’re a hands-on partner in the day-to-day — solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows. - A clear communicator with strong interpersonal instincts — unafraid to speak your mind and build trust across both internal and external stakeholders. - You have a track record of using data and strategic thinking to drive results in client-facing roles like account management, customer success, consulting, or business operations. - You have 3+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations — with a strong track record of using data and strategic thinking to drive results. What you'll work on: - Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients. - Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product. - Use data and insights to spot trends, identify opportunities, and support account growth strategies. - Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives. - Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management. - Travel up to 70% for client visits and events. What you'll get: - Opportunity to partner directly with the Founding Team of an early stage company - Strategic Exposure to Enterprise Accounts - Gain front-line experience with our most critical enterprise clients. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success. - Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience. - Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, the ability to work EST or CST hours is preferred. - Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale - Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise We also offer great benefits & perks including: - Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees - 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. - Work from anywhere: We're remote first with a home base in NY. WFH or cowork with nearby teammates - it’s up to you. - Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account. - Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. - Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. - Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. - Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! - Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.

• Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, estate planning, retirement, budgeting, debt management, etc.) • Contribute to content development, programming and product for the company • Partner with Addition Wealth’s leadership team to create frameworks for expansion

• Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, estate planning, retirement, budgeting, debt management, etc.) • Contribute to content development, programming and product for the company • Partner with Addition Wealth’s leadership team to create frameworks for expansion

• Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.) • Contribute to content development, programming and product for the company • Partner with Addition Wealth’s leadership team to create frameworks for expansion

• Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, retirement, budgeting & savings, debt management, etc.) • Contribute to content development, programming and product for the company • Partner with Addition Wealth’s leadership team to create frameworks for expansion