Client Success Manager - Wealth Tech

Our client, a fast-growing and well-funded Wealth Tech company here in NYC, is looking to expand their founding team with am Advisor Success Manager! This is a crucial role in their organization, as this person will be working firsthand with their client base. While this is a customer success role and does not require new logo hunting, there is still a strong aspect of upselling in this role! This is a perfect opportunity for someone with a Sales Mindset to jump into a heavy relationship building customer success role. This role is onsite in NYC near Grand Central. Please take this into account while applying, no exceptions will be made. ***** Own the client relationship from the moment they sign on with the platform Drive continuous use of the platform, increasing usage and upselling the amount of funds under management Manage any issues that arrive with utmost customer satisfaction in mind Build strong relationships with clients, understanding their business and where strategic upsells can be made ***** Strong industry knowledge in wealth management, or experience selling technology into wealth management firms Ability to build strong rapport with advisors and clients - must have a strong, outgoing sales personality and the ability to connect with wealth management professionals Experience working in a Sales or Upselling role - while this is a customer success type role, one of the main functions will be increasing usage and sales so candidates must have a sales mentality If interested, please apply and send and email to Sydney at Sydney.Gagnon@ for an expedited review process!

Created: 2025-03-01