Remote Wealth Tech Client Success Manager
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-11-06
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Finance & Banking
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Business
Practifi is a remote-first client management platform for wealth management firms. You’d own a book of mid-market and growth-stage RIAs, focusing on adoption, client health, and renewals.
The work is relationship-led, advising on how Practifi fits the way firms actually run, not just how the screens work. You’d report to our Head of Revenue and collaborate with Account Management, Implementation, Support, and Product.
Join us at Practifi as our next Remote Wealth Tech Client Success Manager in United States.
This posting is for the Remote Wealth Tech Client Success Manager role at Practifi, based in United States.
We are looking to fill the Remote Wealth Tech Client Success Manager position at Practifi in United States.
The Remote Wealth Tech Client Success Manager role at Practifi is now open for applications in United States.
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