Responsibilities

• Own relationships with wealthy families . Serve as the primary point of contact for each family, family office, and advisor; understand their structure and people; and anticipate the next interaction.
• Help clients make complexity visible . Guide families and their advisors — from onboarding through renewal — as they enter people, entities, trusts, assets, and planned transactions and use Mobena to see the after-tax impact. Clients build and maintain their own models; Mobena guides, trains, and supports them.
• Build the sales and growth motion . Create the process, standards, and playbooks Mobena will use as it scales.
• Make exceptional service the growth engine . Lead consultative meetings with prospects from David's network, referrals from families you serve, conferences, and inbound interest. Expect approximately 25% domestic travel for conferences, team meetings, and client meetings.
• Bring the hardest family-office questions into the product . Work directly with the founding executive team each week so product priorities reflect recurring client questions and needs. You will also work closely with our co-founder Justin on process, tooling, and day-to-day accountability.

Requirements

• You are energized by founder-stage ambiguity, high standards, and difficult client problems. You want to help build the GTM playbook, but not inherit a finished one. You specifically want the responsibility and pace of being an early startup employee.
• You have owned sophisticated client relationships in wealthtech, taxtech, family-office technology, or another complex B2B software environment. You understand how software moves from purchase to sustained adoption.
• We will consider a financial advisor or CPA who has worked with ultra-high-net-worth families and is ready to move from professional services into a software operating role. You are excited by customer success and consultative sales — and by building client relationships without the billable hour.
• Service matters. You follow through quickly, retain context, anticipate needs, and make clients feel understood. You can explain complex financial and tax concepts clearly, but know when to bring in an expert.
• This is not a mature customer-success seat with a finished playbook. It fits someone who wants to own high-touch client relationships and build the system with us.

Benefits

• Mobena does not yet offer employer-sponsored health insurance or retirement benefits. Until group coverage is available, a healthcare stipend will be available to you if you need individual coverage. We will discuss the stipend and benefits roadmap during the first conversation.