Client Success Manager - Core

Employer Industry: Financial Technology

• Salary up to $107,000 (base salary) + bonus + equity + benefits
• Opportunity for career advancement and growth within a leading financial technology company
• Work collaboratively in a supportive and innovative environment
• Chance to make a direct impact on client success and satisfaction
• Engage with diverse clients and contribute to their investment strategies
• Flexibility to work in a fast-paced, adaptable environment

• Develop a deep understanding of the platform to meet clients' requirements and industry challenges
• Provide client support during implementation and business reviews to enhance client experience
• Create success plans for clients, focusing on critical metrics to drive adoption and identify growth opportunities
• Educate clients about product updates and usage patterns to optimize their experience
• Advocate for clients by building strong relationships with cross-functional teams to ensure success

• 3+ years of experience in a RIA, Single Family Office, or Multi Family Office environment, preferably in a client-facing role
• Strong analytical skills and a structured approach to problem‑solving
• Technology knowledge to effectively engage with product groups and clients
• Excellent time management and prioritization skills, along with strong communication abilities
• Proven success in building client engagement strategies and handling challenging situations

• Experience working with ultra-high-net-worth clients in financial products or services
• Ability to navigate complex data and foster relationships with key influencers
• Demonstrated executive presence and capacity to persuade at all organizational levels

• Willingness to travel as necessary