FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Wealth Customer Success Manager
FeatheryCustomer Success Manager ensuring successful platform adoption and integrations for wealth management clients. Collaborating closely with advisory firms to optimize operational workflows and client servicing.
About the role
Key responsibilities & impact- Participate in the end-to-end onboarding and implementation process for new Feathery clients
- Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms
- Manage project timelines, integration milestones, and launch readiness
- Serve as the primary point of contact during implementation and early platform adoption
- Ensure clients launch successfully and are positioned for long-term success
- Function as a trusted advisor to wealth management firms using Feathery
- Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams
- Monitor client engagement and platform usage to ensure adoption and satisfaction
- Proactively identify opportunities to improve client workflows and expand platform usage
- Partner with clients to help them achieve measurable operational improvements
- Work with clients to design and implement efficient workflows for client onboarding, account opening, advisor transitions, compliance, and client servicing
- Identify opportunities to eliminate manual processes and improve operational efficiency
- Document client workflows, implementation processes, and integration requirements
Requirements
What you’ll need- Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms
- Strong understanding of advisor operations, onboarding, and account opening workflows
- Experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS
- Ability to translate operational workflows into technical solutions
- Effective communication and relationship management skills
- Comfortable working cross-functionally with product and engineering teams
Benefits
Comp & perks- Competitive compensation and equity
- HRA health plan
- Unlimited PTO
- Retirement: 401(k) plan
- A supportive, low-ego team that values ownership and growth
- Company offsites to connect and recharge