Client Success Manager, Financial Wellness Programs
Listed on 2026-10-06
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Customer Service/HelpDesk
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Finance & Banking
Fiducient Advisors, part of Wealthspire, is seeking a Client Success Manager to oversee the delivery of our workplace financial wellness program for a portfolio of plan sponsor clients. You will lead onboarding, engagement, and reporting, ensuring a high-quality client experience.
This role requires 3-5 years in client success or related fields, a Bachelor's degree or equivalent, and proficiency with Microsoft Suite and CRM/reporting tools. The position offers hybrid work and travel up to 25%.
We invite applications for the Client Success Manager, Financial Wellness Programs position located in McLean, VA, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Success Manager, Financial Wellness Programs role in the description above.
We appreciate your interest in this position.
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