Mutual Group

Customer Success Manager

• Ensure a seamless, end-to-end experience for RIA firms participating in Mutual Securities’ Evolve program
• Cultivate and maintain strong relationships with participating firms
• Coordinate onboarding and transitions; guide day-to-day needs
• Resolve escalations and support retention, growth, and profitability
• Review Evolve invoices with client firms; resolve questions
• Manage contract discussions and process approved amendments
• Support regulatory exams and audits
• Evaluate and guide client M&A activity
• Conduct periodic pricing reviews and monitor relationship profitability
• Develop and distribute communications to clients

Client Success Manager – Evolve Program