Help financial advisors deliver better experiences with the nation’s leading digital estate planning platform. If you’re relationship-driven and passionate about helping partners succeed, this role gives you the chance to guide adoption, growth, and retention at scale.
About Trust & Will
Founded in 2017, Trust & Will has helped over one million families create modern, attorney-approved estate planning documents online. As a certified B Corporation, the company is committed to making legacy planning more accessible, affordable, and inclusive—partnering with advisors, institutions, and individuals to protect what matters most.
Schedule
- Remote-first role, U.S. based
- Travel required for top advisor partners
- Flexible work schedule and family-friendly environment
What You’ll Do
- Serve as the main point of contact for a portfolio of advisor partners, driving engagement and retention
- Manage onboarding, training, and adoption for new advisors and firms
- Collaborate with internal teams to improve resources, campaigns, and product experience
- Track account health, identify upsell or referral opportunities, and advocate for product enhancements
- Maintain CRM records and support scalable operations to grow advisor impact
What You Need
- 2–4 years in customer success, account management, or partnerships
- Excellent client-facing communication and relationship skills
- Strong organizational and multitasking ability
- Experience with CRM platforms (HubSpot preferred)
- Background supporting financial advisors or B2B2C tools a plus
- Passion for financial wellness and making estate planning accessible
Benefits
- Compensation range $75k–$95k OTE + equity package
- Medical, dental, vision, life insurance, and generous parental leave
- Employer-sponsored 401k with match, equity & tax advisory, financial coaching
- PTO, flexible holidays, monthly “friends & family” day, volunteer time off
- $500 home office stipend + Apple accessories
- Learning reimbursements, guest speakers, and optional company events
Applications are open now—don’t miss the chance to join a mission-driven team at the forefront of estate planning innovation.
Help families protect their legacies while growing your career in a high-impact role.
Happy Hunting,
~Two Chicks…