Client Success Lead, Financial Wellness Programs
Listed on 2026-10-21
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Finance & Banking
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Customer Service/HelpDesk
Fiducient Advisors, part of Wealthspire, is seeking a Client Success Manager to oversee the onboarding and ongoing delivery of our workplace financial wellness program for a portfolio of plan sponsor clients. You will drive onboarding, engagement reporting, and opportunities to expand the client relationship in a dynamic, hybrid environment.
The role requires 3–5 years in client success or related fields, strong communication, and proficiency in Microsoft Office and CRM tools.
Step into the Client Success Lead, Financial Wellness Programs role at Aon plc in Bethesda, MD, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Bethesda, MD, United States.
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