Customer Success Manager

• Conducts research and analysis on emerging technologies, competitor trends, and platform capabilities
• Supports development and execution of strategic initiatives across advisor tools and digital infrastructure
• Collaborates cross-functionally with product, technology, and field teams to drive innovation and adoption
• Prepares executive-level presentations, dashboards, and reporting materials
• Assists in managing vendor relationships and evaluating fintech partnerships
• Monitors KPIs and provide insights to improve advisor and client experience

Analyst – CRM, Fintech, AI

Customer Success Associate

Customer Success Manager

Senior Customer Success Manager

Customer Success Team Lead – POD Lead