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Senior Manager of Talent Acquisition

Department

People

Location

Remote

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We’re a fast-growing team building the AI-powered software advisors actually want to use, and we’re looking for people who want to help.

We’re looking for a Senior Manager of Talent Acquisition to build Wealthbox’s in-house recruiting function. You’ll own full-cycle recruiting across the company and work side by side with executives and hiring managers. You’ll start in the seat, filling roles yourself while you build the process, tools, and metrics that make hiring repeatable, and as we grow, you’ll build and lead a high-performing team.

You’re a builder with a sharp eye for talent. You see past brand names and titles to what a person actually delivered. There’s no playbook to inherit, so you fix what’s broken without waiting for permission. You’re curious about our customers, product, and market, so you can tell who will actually succeed here. You take ownership of outcomes, push back when something’s off, and would rather make a great hire than fill a seat fast.

What You’ll Do

  • Own full-cycle recruiting across the company.
  • Partner with executives and hiring managers to agree on the role, the compensation, and what exceptional looks like for each search.
  • Hunt: map markets, identify top performers, and engage people who aren’t actively looking.
  • Evaluate candidates in context, build conviction, and close them in competitive situations.
  • Build the foundation: implement and own our applicant tracking system and design the intake process, interview loops, and scorecards, and get hiring managers using them.
  • Own the numbers: time-to-fill, source of hire, pipeline conversion, offer acceptance, cost per hire, and agency spend. Report progress to leadership, diagnose what isn’t working, and change course fast.
  • Own agency relationships: keep partners where specialized searches warrant it and move the rest in-house through sourcing and referrals.
  • Guard and raise the talent bar. We hire talented, hardworking people who are good to work with, and you’ll protect that as we scale.

What You Bring

  • 7+ years of recruiting experience, with in-house experience at a B2B SaaS or technology company strongly preferred.
  • You’ve built this before. You’ve stood up or scaled a recruiting function, including an ATS, interview process, and reporting, where little structure existed.
  • You source your own pipeline. You find passive talent, get their attention, and turn them into candidates.
  • AI fluency. You use AI to source, write outreach, screen, and automate repetitive work, and you know where human judgment has to stay.
  • Credibility. You earn trust with executives and hiring managers, make decisions based on the numbers, and push back when a bar isn’t right.
  • Ready to lead. You’ve mentored or managed recruiters and can build a high-performing team as hiring grows.

Work Schedule

  • Weekdays, during EST business hours
  • No travel required (fully remote)

Benefits

  • Competitive salary
  • Comprehensive health plan
  • 401k plan
  • Paid time off

Interested?

Email us a note with your resume and a link to your LinkedIn profile to jobs@wealthbox.com

A note on recruiting fraud

Fraudulent recruiting activities may use our name and branding to target job seekers. If you receive a suspicious email or job offer claiming to be from Wealthbox, please do not engage.

We only communicate from official Wealthbox email addresses. We do not use emails such as @wealthboxcareers.com, @wealthboxjobs.com, or similar lookalike email domains.

We never extend an offer without a formal team interview process. We will never ask you to send personal or financial information (e.g., social security number, bank info) via email or before an offer is made and accepted through official channels.