Job Description
Note: The job is a remote job and is open to candidates in USA. HIVE TA Technologies Inc. is building an AI-native tax planning platform for CFP® professionals and RIAs. They are seeking a well-connected wealth management leader to accelerate enterprise partnerships by providing introductions and strategic guidance to key decision-makers in the industry.
- Responsibilities
- Provide warm intros to target partners and help us reach the right stakeholders fast
- Advise on partner positioning, messaging, and pricing models that fit wealth management procurement
- Participate in select executive calls to add credibility and unblock momentum
- Review and strengthen our partnership materials (one-pagers, pitch narrative, diligence-ready packet)
- Help identify the 'must-have' integrations and workflows for platform adoption
- Coach on ICP segmentation across CFP®/RIA, Family Office, and wealth management team structures
- Validate the highest-converting use cases (e.g., proactive year-round tax planning, client meeting prep, tax-smart withdrawal strategies, charitable giving, equity comp/RSUs, business owner planning)
- Help sharpen packaging/pricing, proof points, and sales motion (demo-first vs trial-first; solo advisors vs teams vs enterprise)
- Identify and prioritize partnership targets (RIA platforms, TAMPs, custodians, broker-dealers, planning software, CRM/practice management, client portals)
- Define partnership models (referral, co-marketing, marketplace listing, integration, enterprise pilot)
- Make warm introductions when appropriate and help us navigate partner conversations
- Co-create topics for webinars, conference talks, and advisor education
- Participate in selected advisor councils or strategic discussions
- Skills
- 10+ years in wealth management / advisory services and/or fintech serving advisors
- Strong understanding of advisor operating models, planning workflows, and the advisor tech stack
- Proven experience with GTM, partnerships, product adoption, or platform growth in the advisor ecosystem
- Leadership experience at or with: RIA aggregators, TAMPs, custodians, planning tech, CRM/practice management vendors, or large RIAs/family offices
- Experience launching or scaling integrations / marketplaces / distribution partnerships
- Familiarity with compliance expectations and how to package planning insights responsibly (RIA/BD environments)
- Company Overview
- We believe AI is poised to transform how CPAs and tax practitioners serve their clients—an extraordinary, once-in-a-lifetime opportunity for tax professionals. It was founded in 2023, and is headquartered in Orange, California, USA, with a workforce of 2-10 employees. Its website is https://hivetax.ai.
Apply Now
Apply Now