Client Success Manager

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom.

We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

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The Client Success Manager is responsible for managing the delivery of our workplace financial wellness program across an assigned portfolio of plan sponsor clients. This role focuses on client onboarding, ongoing engagement, reporting, and operational execution, ensuring a consistent and high-quality client experience. Additionally, the Client Success Manager will provide support to the financial mentoring program as needed.

• Manage the daily onboarding and operational implementation of the financial wellness program for assigned clients
• Coordinate onboarding activities, including kickoff calls, platform setup, and launch readiness
• Ensure onboarding is delivered consistently and within established timelines
• Function as the key contact for plan sponsor clients, handling regular communication and support

• Conduct regular client check-ins (quarterly or semi-annual) to review program performance and engagement
• Prepare, track, and deliver client reporting, including participation and engagement metrics
• Support the development and implementation of client engagement strategies and initiatives
• Monitor client activity and proactively see opportunities to boost participation and outcomes

• Support client retention by maintaining a high standard of service and steady program delivery
• Monitor client engagement and happiness, identifying risks and addressing issues as they arise
• Find opportunities to improve and expand the client relationship through increased program utilization and engagement
• Partner with clients to evolve their program based on participant needs and usage trends

• Provide backup support for 1:1 financial mentoring when required
• Assist in the delivery of group education sessions in both virtual and in-person settings
• Support the creation and implementation of educational materials and workshops
  
  Support the onboarding of new clients by coordinating with technology partners to complete platform setup and customization
• Assist with testing and optimizing platform usability to ensure successful client launches
• Provide feedback on platform functionality and client experience

• Ensure all program activities align with industry regulations and internal requirements
• Follow established processes and support consistent program delivery
• Stay informed on financial wellness trends and best practices

• Bachelor’s Degree or relevant work experience
• 3-5 years of experience in client success, account management, financial wellness, or employee benefits
• Proficiency in Microsoft Suite and familiarity with CRM and reporting tools
• Strong ability to build and maintain client relationships
• Effective communication and presentation skills
• Organized with the ability to manage multiple clients and priorities
• Detail-oriented with a focus on accuracy and execution
• Adaptable and able to work independently in a fast-paced environment
• Sound judgment and problem-solving skills
• Collaborative and team-oriented
• This role may travel up to 15-25% of the time for client meetings and business needs
• This role offers a hybrid work model with in-office and remote flexibility

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary…