Growth Activation Lead

Salary: $125K - $175K Location Type: Remote Employment Type: Full-Time

About Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Position Overview

The key function of this role centers upon enabling wealth management to be cross-served to existing clients of firms that we acquire and integrate into Earned Wealth, most often accounting and tax firms. Cross-serving benefits the client through the integration of tax preparation and planning into investing, and other wealth management domains like estate planning. Likewise, it is through cross-serving wealth management that Earned adds significant value to these acquired firms, enabling achievement of our business goals. Thus, this role is incredibly important.

This person will be the Regional Lead overseeing the full set of cross-functional activities necessary to enable newly acquired firm(s) to be “up and running” on cross-serving wealth management. This person will be front and center in enabling the coaching/training of new Relationship Managers and other team-mates, analyzing the current state, and refining and deploying our unique cross-serve playbook. In parallel, given the experience they will gather, this person will lead the refining the playbook and enabling processes and technology so that we become world-class at cross-serving.

The role is both executional and strategic. We are looking for our Growth Activation Lead, who will initially report to the Chief Growth Officer and partner closely with our M&A, Growth, operations, technology/data, finance, and HR teams alongside key employees at newly acquired businesses.

Key Responsibilities

• Work closely with Growth and M&A to translate investment theses into specific cross-serve goals at newly acquired firms.
• Enable the coaching and training of newly acquired team-mates, building their confidence in our superior offering and best-in-class growth capability. They will also be trained on Earned’s sales and marketing processes and technology.
• Refine, deploy, test, and learn a world-class “playbook” attaching wealth management to monoline accounting/tax clients of acquired firms.
• Oversee all the activities associated with activating cross-servicing at newly acquired firms to meet set cross-serve targets.
• Orchestrate and collaborate strategically with cross-functional teams, including Marketing, Client Development, and Relationship Managers on positioning, enablement, and execution of playbooks steps, ensuring alignment with objectives.
• Implement and ensure sales strategies by segment are integrated into supporting technology to ensure data-driven decision-making.
• Lead business requirements development for enabling processes and technology in collaboration with CGO and CPO.
• Proactively surface opportunities for improvement in the sales process and collaborate with the CGO to drive enablement, ensuring process quality.
• Design and apply scalable approach to analytics to inform the series of steps we will take to engage clients.