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Strategic Client Success Executive — FinTech
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2025-12-18
Listing for:
Recooty
Full Time
position Listed on 2025-12-18
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A leading financial technology firm in West Palm Beach is seeking a VP, Client Strategy & Success. The ideal candidate will have over 10 years in financial services, focusing on strategic account management. Responsibilities include building long-term client relationships, leading executive presentations, and monitoring client health metrics. Candidates need a Bachelor's degree, outstanding communication skills, and proficiency in UMAs and Managed Portfolio Solutions.
Submit your resume to be part of a dynamic team striving for innovation in wealth management.
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