General Manager, Estately (Estate Planning for Financial Advisors)

FreeWill is an award-winning, social-good startup that has partnered with 1,500+ nonprofits who support our mission while raising more than $10B in bequests to charities since we were founded in 2017. We’ve been featured in the New York Times, Forbes, Oprah’s magazine, and our co-CEOs have even been named to Town & Country’s “Top 50 Philanthropists” list.

All of this is because we’ve figured out how to make some powerful (but complicated!) ways to donate much easier and more accessible. Our products make things easier for the donors who want to change the world and for nonprofits doing heroic work around the planet.

In the last 7 years, we’ve grown from 5 people to 200+ (all smart, tenacious, and kind), and continue to grow. We’d love to have you be a part of this adventure. In 2024, we were named a "Most Loved Workplace" by both Newsweek and Best Practice Institute; you can also check us out on Glassdoor!

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 f