Lead Solutions Consultant; Wealth Management

Remote (US)
· Chicago HQ | Full-time | $115-140K + bonus + equity

Beemo is the AI implementation partner for independent RIAs and wealth management firms. We deploy AI automations directly inside each firm's cloud environment and existing tools. We're an early-stage, profitable company scaling fast. We already work with major independent RIAs managing billions in client assets. You'd be stepping into active client engagements from day one.

You own the client relationship end-to-end: from first discovery call through implementation and beyond. You learn how each firm operates, figure out where AI and automation can transform their workflows, and work with our engineering team to make it happen.

You understand the client's business deeply enough to know what needs to be built, and you're accountable for making sure it actually gets adopted. Part strategist, part operator, part trusted advisor.

Every firm you onboard teaches you something the next firm needs. You're building Beemo's delivery methodology as much as you're serving clients.

• Own 5-10 client relationships simultaneously. You're the face of Beemo to each firm.
• Run discovery sessions to map firm operations, identify pain points, and scope automation opportunities.
• Translate client needs into clear specs and priorities for the engineering team.
• Manage implementation timelines and keep engagements on track.
• Drive adoption: train client teams, gather feedback, iterate until the workflows stick.
• Serve as the strategic advisor to each firm on AI and automation opportunities.
• Build and refine Beemo's client delivery process: playbooks, templates, methodology.

• Monday:
  Discovery call with a new $8B RIA. Interview their ops director, map how they handle new client onboarding today.
• Tuesday:
  Write up a scope doc from Monday's call, prioritize with the engineering team, prep a proposal for the client.
• Wednesday:
  Check-in calls with two existing clients. Review adoption metrics, surface new automation opportunities.
• Thursday:
  Sit in on a deployment demo with the SE, help the client team understand the new workflow, handle change management.
• Friday:
  Review engagement health across your book of clients, update internal playbooks with patterns you've seen this week.

• Experience in consulting, client success, or account management. You've owned client relationships before.
• Can lead a room: discovery sessions, executive updates, training workshops.
• Strong enough technically to understand what's possible with AI and automation, even if you're not building it yourself.
• Experience managing multiple concurrent engagements or projects.
• Bias toward outcomes. You measure success by whether the client's operations actually changed, not by whether you delivered a report.
• Background in financial services, wealth management, or fintech.
• Experience at a Big 4, management consultancy, or professional services firm.
• Familiarity with enterprise software (Azure, Salesforce) and wealth tech (Wealthbox, Redtail, Orion, Tamarac).
• Former operations or COO role at an RIA or advisory firm.
• Former founder or early-stage startup experience.
• Experience with AI tools and understanding of how they apply to business workflows.

• $115-140K base salary + bonus.
• Equity in an early-stage, already‑profitable company.
• Ground floor. You're defining how Beemo works with clients, not inheriting someone else's process.
• Direct access to leadership. Work alongside the CEO and President daily.
• Remote‑first with occasional client on‑sites.
• Front‑row seat to the AI transformation of an entire industry.
• Real impact. Your clients are managing real money for real people, and you're making them better at it.

• Big 4 consultants who are sick of shipping presentations and want to ship outcomes.
• Client success leaders who want to own the whole relationship, not just renewals.
• Product managers who want to own outcomes at 10 businesses, not features at one.
• Former founders who want the autonomy without the existential risk.
• RIA ops leaders who've seen the problems firsthand and want to fix them at scale.