Client Success Manager, Wealth and Trust Management

As the Client Success Manager, the candidate will be responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. They will serve as a strategic partner, ensuring clients realize the full value of their investment and fostering long-term relationships.

Requirements

• 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
• Bachelor’s degree; relevant previous experience in financial technology services
• Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
• Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
• Strong analytical skills, including experience with Tableau or similar software, and turning data into insights

Benefits

• Competitive salary
• Benefits
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back