Customer Success Manager - Wealth Management

2 нед. назад

120k–140k USD / yearUSAHybrid

client managementpartnership managementstakeholder coordination

Manage client relationships and partnerships in wealth management, focusing on onboarding, retention, and strategy execution.

Обязанности

is seeking a driven Customer Success Manager - Wealth Management to play a key role in managing our client relationships. In this position, you'll have a unique opportunity to work directly with our partner (primarily in wealth management) and serve as their main point of contact. You'll be responsible for onboarding and guiding partners through our innovative implementation process, building strong relationships and aligning with their specific expectations. This team works closely to ensure their needs are met and to address any challenges, with the goal of ensuring retention. This is a hybrid role based out of our New York City headquarters, requiring a minimum of three days per week on-site (Tuesday through Thursday).
Manage ’s most critical wealth management partnerships, with a focus on driving the execution of joint initiatives and launching new offerings
Build a best-in-class partner management model
Leverage industry knowledge to craft thoughtful partnership and product strategies
Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
Help find the right stakeholders that can champion , educating them on our value proposition and executing deals that address their needs and support our strategy
Leverage significant industry experience to help our internal teams compose our holistic account management strategy

Другое

Experience in partner management, business development, or a related role, ideally in the financial services industry
Exposure to the tax or accounting industry is a plus, but not required
A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
Analytical thinking with a knack for problem-solving and creating value for partners and end users
This role is focused on wealth management clients, and experience in this space is a plus
Strong communication and negotiation skills
The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
A proactive mindset, with the drive to see projects through to completion
is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, ’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, ’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their c