Relationship Manager, Customer Success Team (Series 65)

We are looking for an experienced and client-focused Relationship Manager to join the Customer Success Team to support our U.S. members. The role combines member service and operational excellence, proactive relationship management, and a passion for helping members make the most of Arta's products and services.

Requirements

• 5–7 years of experience in account or relationship management, preferably in wealth management, RIA, or financial services environments interacting directly with clients.
• Exceptional organizational and operational skills, with the ability to manage multiple client priorities simultaneously.
• Excellent communicator—clear, empathetic, and proactive in both written and verbal communication.
• Curious and motivated by innovation in finance and technology. Experience scaling teams using AI is a plus.
• Strong understanding of investment products, portfolio management, and client servicing in a high-touch financial advisory context preferred.
• Candidate should currently possess a Series 7, 65, 66, or 63 license, or must be willing to obtain the license within their first year of employment, as the ability to provide advice is key to deepening member relationships.

Benefits

• Robust health insurance offering for you and your family
• High deductible health plan available with health savings account contribution
• 20 weeks of parental leave
• 17 days PTO annually